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Financial Services Representative - Full Time
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Full-time
- Place documents that need to be shredded in the proper place for shredding.
- Maintain thorough knowledge and understanding of credit union policies/procedures that are necessary for performing job duties, including but not limited to Negotiable Instrument Reference & Guidelines, BSA, and OFAC.
- Maintain working knowledge of; lending policy, loan approval guidelines, and other related laws and/or regulations; NADA values/resources; and HMDA.
- Assist members with Credit Life and Disability claims.
- Perform duties to; unlock/lock entrance doors; schedule/assume responsibility for member appointments; pull/review consumer credit reports and investigate disputes; process lien terminations; clean loan files; keep loan vault in order; review security title and tracking exception report; process CPI and handle follow-up issues; loan verifications; youth program related activities; handle UPS/Fedex in/out and other office deliveries; and department assigned side jobs.
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