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Charlotte Financial Services Officer
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- Complete transactions such as deposits, withdrawals, loan payments, check cashing, cash advances, cashier's checks, VISA gift/travel money cards and US Savings bond redemption for the member as appropriate.
- Responsible for specific, measurable branch goals for deposits, loans, debt protection, GAP and MRC.
- Interview consumer loan applicants, explain loan options, rates, terms, and collateral requirements, prepare all necessary documents, obtain employment and upload proof of income , obtain credit report – assess member needs and cross-sell credit union services based on business that can be obtained from the credit report and from member cues, finalize loan and disburse funds.
- Properly notify member of loan decisions, follow-up on any approved loan to assure disbursement, including closing of approved Home Equity Lines of Credit.
- Balance a cash box, cash dispense machine, recycler or branch vault as assigned.
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