Job Description

TITLE: Customer Service Representative/Loan Officer

reporting to Treasurer and co-worker with Operational Office Manager

I. SUMMARY OF POSITION

Perform operational activities within the Credit Union ensuring positive, professional, timely and accurate service, and ensures compliance with established internal guidelines and external regulations. Credit Union and/or Banking software needed, preferred 3-5 years experience. Some Accounting/Computer knowledge helpful. Notary Public license, or willingness to obtain. Must have High School degree or equivalent, AAS/BS College preferred.

II. PRINCIPAL ACCOUNTABILITIES

Customer Relations; in person or via telephone e-mail or USPS mail, answer questions, provide transactional services, and ensure proper documentation of transactions and communications, cash handling, daily activity and file documentation.

Cash processing, daily reconciliation and transactional transfers. Security of office and System back-up.

Compusource System, daily cash/transactional processing, daily interface and reconciliation of funds transfers via Federal Reserve/ALLOYA, daily/monthly/yearly accounting processing and report generation/reconciliation.

Process and review loan applications, ensure all documentation (lien, insurance, etc) and loan has been placed properly on System.

Reconcile Bank accounts, adhere to policies and regulations, balance with General Ledger.

Using Spreadsheet EXCEL and Wordprocessing WORD systems.

Notary Public

III. WORKING RELATIONSHIPS

Members Inquiries, membership, transactions share/loan activity, credit and collection

Treasurer Discuss daily operations and problems as they arise

CompuSource System Repetitive processing, daily closing and reconciliation

Host Organization Good working relationship with Linde, Office safety and working conditions

Banking M&T Bank and Federal Reserve via ALLOYA , monthly reconciliation

Experian Credit Bureau Access for obtaining information

Credit Committee Support meetings for review of loan applications, provide information and guidance

Attorneys Back-up for coordinate on Home Equity Loans.

Supervisory Committee/Auditors Provide information monthly, or as requested

Job Type: Part-time

Pay: $30,000.00 - $35,000.00 per year

Expected hours: 30 per week

Benefits:

401(k) 3% Match Flexible schedule Life insurance Paid time off
Work Location: In person