Loan officer Assistant

CA - San Diego

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 We are seeking a Loan Officer Assistant to join our Team. 

The ideal candidate will assist members with their needs over the phone and via e-services, all while acting out the mortgage company vision statement and ensuring excellent member service.

Position Requirements:
  • Accurate keyboard skills and familiarity with 10-key calculator
  • Effective oral and written communication skills
  • Effective listening skills
  • Well organized
  • Effective people skills
  • Easily adaptable to a fast pace
  • Clear speaking skills
  • Ability to prioritize
  • Strong knowledge of comfort of electronic services

  • Assist members by accurately completing their transactions/requests in a timely manner.
  • Complete transactions accurately and in a reasonable timeframe
  • Employ a calming tone of voice when communicating with members
  • Abide by all government regulations, Credit Union policies and procedures with respect to transactions performed
  • Keep abreast of current products, procedures, and services to efficiently cross-sell at each opportunity
  • Treat every member encounter as an opportunity to expand our services
  • Expected to cross-sell the credit union products regularly. Must meet quarterly goals as established by supervisor
  • Answer phone promptly
  • Fee members as deemed appropriate
  • Perform back-office duties in a timely manner
  • Communicate in writing professionally; i.e. eBranch messages, email, chat
  • Communicate any delays to members
  • Process requests accurately
  • Assist with special projects.
  • Conduct appropriate research when applicable
  • Keep appropriate personnel apprised of progress
  • Complete projects in a timely and efficient manner

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