Financial Sales Representative- M&I
Gulf Coast Educators Federal Credit Union
Description GCEFCU is looking for a Financial Sales Representative who is reliable, driven and takes pride in building strong member relationships to join our lending department. This position will be located at our Mortgage and Insurance building with the ability to float between other branches as needed. The schedule for this position is M-F 8:00am-5:00pm and Saturdays. Essential Functions & Responsibilities To achieve or exceed the established sales goals through building of member relationships. Responsible for cross selling all credit union products and services to members Interviews member loan applicants to develop information concerning their loan needs, earnings, and financial condition. Prepares loan application for submittal to central underwriting. Prepares and/or reviews all loan documents for completeness and accuracy. Authorize release of collateral on existing loans, changes in loan terms, waivers of payments, due date change, etc. Follows current loans to ensure compliance with terms and coordinates with collections. Also, must have advanced knowledge of lending regulations such as Truth in Lending, HMDA, Equal Credit Opportunity Act, Fair Credit Reporting Act, and other consumer related laws and guidelines. Must maintain a working understanding of the Bank Secrecy Act, NCUA Privacy regulations and other laws related to Truth-in- Savings, Electronic Fund Transfers, and Availability of Funds. Performs as a loan officer ensuring compliance with the Bank Secrecy Act and all governmental agency regulations and Credit Union Policies and guidelines. Responsible for identifying reportable transactions under the Bank Secrecy Act, obtaining required information and reporting transactions. Responsible for complying with Federal Rules and Regulations as required by NCUA. Alerts supervisory personnel to any suspicious activity regarding transactions including forgery, theft, fraud, kiting, customers that appear to be avoiding CTRs. EOE Disabled/Veteran #J-18808-Ljbffr Gulf Coast Educators Federal Credit Union
$15 - $18 per hour
The Financial Services Representative (FSR) is responsible for driving loan sales, managing past-due accounts, preparing tax returns, and working directly with customers to meet financial needs. This role requires daily outbound calling, including high-volume collection...SuggestedHourly payWork at officeLocal areaShift work$20.91 - $32.41 per hour
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Pasadena, TX2 days ago- Gulf Coast Educators Federal Credit Union is seeking a reliable Financial Sales Representative to join our lending department. Located in Pasadena, Texas, this role involves building strong member relationships and achieving established sales goals. Your responsibilities...
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$40k - $67.76k
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