Member Service Represenitive/Loan Clerk
The Member Service Representative/Loan Clerk will be responsible for accurately providing members and prospective members the full range of products and services offered by Promise Credit Union. They will perform moderate to complex platform banking functions and be responsible for accurately and timely servicing members on their depository accounts such as checking, savings and perform support duties related to the lending function within the credit union.
- Starts On: Sept. 20, 2017, 12:48 p.m.
• Credit Union member service experience
• Bilingual English/Spanish?
• Open new accounts, processes loan applications and reviews both for accuracy and proper documentation.
• Process member transactions to include deposits, withdrawals, transfers, check cashing, account verifications, etc.
• Assist members with completing loan applications. Interview members for additional information to complete the loan process.
• Type denial forms for all loans that are declined.
• Analyze research and resolve problems and discrepancies related to member accounts/loans.
• Counsel current and prospective members abut Promise Credit Union’s products and services.
• Ensure cash and other negotiable instruments and handled properly.
• Perform platform banking functions.
• Understand and comply with federal and other regulations relating to financial products and services.
• Creates and maintains compliance reports and logs as appropriate.
• Completes all mandatory compliance testing with designated time frame and other compliance assignments including Office of Foreign Assets Control and security processes.
• Implements processes as required by the Bank Secrecy Act and Promise Credit Union’s policies and procedures including but not limited to completing and submitting Currency Transaction Reports, being knowledgeable of signs of unusual financial activities, and reporting signs of unusual activity and/or completing reporting for Suspicious Activity Report as appropriate per procedure.
• Perform other duties as assigned
Promise Credit Union
6500 Rookin Street
Houston Texas 77074
Phone: (713) 294-8221