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Responsible for performing a wide variety of clerical duties related to department loan activities. Receives and screens telephone calls. Assists members and answers questions or appropriately refers them. Types, prepares, and files various documents. Performs miscellaneous loan processing activities as assigned.
This position requires excellent public relations skills and a general understanding of loan functions and services. Flexibility, efficiency, professionalism, and the ability to work well with others are vital to the successful execution of this position.
Responsibilities:1. Assumes responsibility for the effective performance of assigned receptionist and clerical functions.
a. Receives and screens telephone calls. Answers routine questions or directs them to
appropriate personnel. Records and relays messages.
b. Performs various typing tasks including correspondence, closings, and miscellaneous documents required for loan processing.
c. Receives, opens, and distributes mail.
d. Orders and receives supplies.
e. Complete loan set up and document tracking.
f. Order and conduct follow up on required loan documentation.
g. Disperse loan funds and post adjustments
h. Process vendor payments and maintain related records.
2. Assumes responsibility for establishing and maintaining effective business relations with members, vendors, and trade professionals .
a. Assists with questions and problems courteously and promptly.
b. Maintains the Credit Union's professional reputation.
3. Assumes responsibility for establishing and maintaining effective working relations with Credit Union personnel and with management.
a. Assists and supports Department personnel.
b. Coordinates with related departments and obtains or conveys information as needed.
c. Keeps management informed of area activities and of any significant problems.
d. Attends and participates in meetings as required
4. Assumes responsibility for related duties as required or assigned.
a. Keeps area clean, secure, and well maintained.
b. Completes special projects as assigned.
Qualifications:Training/Education/Certification:
Required Knowledge:
Experience Required:
Skills/Abilities:
Full Time
$41k-51k (estimate)
06/04/2024
06/23/2024
americafirst.com
PROVO, UT
1,000 - 3,000
1939
$200M - $500M
Banking
Our mission is to provide personal financial services of a superior quality to the members/owners; our chief concern being their financial well-being. We desire to be the primary financial institution of our members. We will use automation and technology to support a highly trained group of volunteers and staff. Professional managers will be accountable for the quality of service and will be given sufficient flexibility in implementing policy to ensure that the member perceives the highest degree of excellence in every contact. Professional marketing will provide aggressive programs to sustain... and increase growth. We will seek our growth both from new members and by serving the financial needs of present members in a more complete manner. We will not sacrifice quality of present services to seek growth. In order to provide quality member services, the credit union must remain financially sound and secure. Adequate operating controls, capital reserves and liquidity will be maintained at all times. We will be sales oriented in our approach to members, and traditional credit union philosophy will remain our guiding principle. Among financial institutions, this credit union is a unique organization with deep and abiding human values. Our goal is to maintain those qualities. 13 August 1985
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