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Financial Services Officer I

Company: Logix Federal Credit Union
Location: Pasadena
Posted on: April 3, 2021

Job Description:

The Financial Services Officer II is responsible for working with new and existing members to identify their financial needs and assist them in selecting, from the Credit Union's offering of both depository and loan products, the financial products and services that best meet the identified needs. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

  • Develops member relationships by providing high-quality sales and service to each individual member and works with new and existing members to identify their financial needs, and assists them in the selection of the appropriate financial products and services.
  • Supports the achievement of the retail branch office sales goals through the personal selling of all offered financial products including; savings and other depository products; consumer loans (share secured loans, VISA cards, new & used auto loans); consumer loan insurance products (debt protection, credit life & disability, mechanical breakdown insurance, and GAP insurance) and Real Estate Mortgage Loans.
  • Assists members in the selection of, completion and submission of a real estate mortgage loans (purchase and refinances).
  • Uses credit scoring, sound lending practices, regulatory requirements and sound judgment to make lending decisions for the benefit of the membership; explains reasons for denials and explores options for members when loans are denied such as Credit Counseling rationale methods to improve FICO score.
  • Provides advice and assistance to members on budget counseling, consolidations, pay methods and other areas relating to member's financial needs.
  • Participates in marketing campaigns and member awareness seminars. Works with outside sources to generate additional business.
  • Ensures compliance with all applicable laws, regulations, and Credit Union policies and procedures as the relate to assigned products, including, but not limited to, Truth In Savings and Fair Credit Lending Practices and may assist with branch audits.
  • Executes the day-to-day elements of the Credit Union's Member Experience per established standards. This includes but is not limited to meeting new members at the Concierge station, offering them coffee or water, building rapport, assessing their financial needs though the Credit Union's Needs Assessment process. Fulfilling the members' initial need and setting an appointment for a follow up meeting to discuss their other financial needs. Escorting the member all the way to the door and thanking them for their business and reaffirm their decision to do business with LFCU.
  • Directly responds to member's inquiries either in person, via telephone, mail or an internal referral.
  • Works with Branch Management in a team atmosphere for the promotion and growth of loan totals, provide information and feedback on branch goals to staff and generate referrals through coaching and encouragement of branch staff.
  • Processes member transactions efficiently, accurately, and in a timely manner including the opening of new accounts, consumer loan applications, loan fundings and completing all required related documentation. Responsible for quality and accuracy of all work performed.
  • Assists Sales Manager to develop and promote LFCU services to their existing Select Employee Groups (SEGs) for sign up events, benefit fairs and others.
  • Participates in all assigned staff development programs in support of the Credit Union's commitment to continuous improvement in sales and service, quality, and teamwork and may be required to participate in the training and development of other staff members.
  • May perform routine office and clerical duties such as: requisitioning supplies; maintaining accurate, current files; and other duties as may be assigned.
  • May maintain a cash drawer in accordance with assigned cash limits and policy and procedures, balances own daily work and may assist with the daily branch balancing procedures. Accurately completes all related documents (e.g., bank deposit forms, cash shipment forms, monthly cash counts, branch audit certifications, etc.).
  • Must be an actively registered Mortgage Loan Originator with the NMLS and display their unique identifying number on their LFCU business card and in their LFCU e-mail stationary and on other lending documents as required.
  • Must be willing to travel to other local branches on an as needed basis and therefore must have a valid driver's license and own reliable mode of transportation.
  • Must be willing to be assigned to another local branch as needed and that eligibility for a transfer after assignment is subject to Senior Management approval.
  • Must consistently report to work on time, as scheduled.-- The Ideal Candidate Will Have:
    • Have a minimum of 3 years of financial service officer and/or loan officer experience in a financial institution. Bachelors' degree with business related emphasis a plus.
    • Have a thorough working knowledge of depository & loan products, services, insurance of accounts, account vesting, consumer & mortgage lending principles & practices. Knowledge of credit union documents, reports, policies and procedures a plus.
    • Obtain the following licenses, skills and authorities within 6 months of entering the position: Notary License, successful completion of New Accounts training and Membership Officer Authority, successful completion of Consumer Loan & RE Loan Officer training program and obtain RE Loan Officer designation.
    • Have a working knowledge of the Microsoft suite of Office products. Experience using the Symitar Data system is considered a plus.
    • Be willing to travel to other local branches on an as needed basis and therefore must have a valid driver's license and own mode of transportation.
    • Be willing to be assigned to other local branches branch as needed. Must also demonstrate conduct consistent with our Corporate Values:
      • Practice open Communication with all levels;
      • Be Accountable by taking ownership of customer issues and responsibility for one's actions;
      • Foster Teamwork by cooperating and collaborating with other employees;
      • Seek ways to make the workplace Fun for oneself & others;
      • Conduct oneself with Integrity by being honest, trustworthy and ethical in all work activities and interactions;
      • Work with a Service Orientation by having a genuine concern for the needs of one's customers and by being friendly, professional and following through on commitments; and
      • Demonstrate Humility in all interactions and remember to leave one's ego at the door when one arrives to work.-- Logix Federal Credit Union is an equal opportunity employer that does not discriminate in employment opportunities or practices on the basis of race, religion, color, sex, sexual orientation, gender identity, national origin, protected veteran or disability status, or any other status protected by law. ATTENTION: Before you click "Submit Application," please double-check all your application information. You will not be able to edit it later! --*
        Please select Please fill out your entire address: STREET ADDRESS, CITY, STATE, ZIP CODE. --*
        Are you at least 18 years old? (If under 18, hire is subject to verification that you are minimum legal age) --*
        -- If hired, can you give proof that you are a U.S. citizen or have a legal right to work in the U.S.? --*
        -- Have you ever worked for Logix Employment Services, Inc? --*
        -- If you answered "yes" to the previous question, please list when and where.
        Do you have any relatives currently employed with Logix? --*
        -- If you answered "yes" to the previous question, please describe the relationship. (Ex. Logix employee Jane Doe is my sister-in-law.)
        EDUCATION: What is the highest level of education you've achieved? --*
        Please select WORK HISTORY - Please list your employment history for the past 7 years, with the most recent employer first. --*
        EMPLOYER 1Company Name: Bond coverage: Have you ever had bond coverage modified, revoked or declined? --*
        -- Are you able to perform the essential functions of the job for which you are applying, either with or without reasonable accomodations? --*
        -- If no, describe functions that cannot be performed.
        Acknowledgement & Agreement --*
        I understand that any omission, misrepresentation, or misstatement of a material fact in this application and/or any supplemental attachments may result in refusal of or termination from employment. I agree to conform to the rules, regulations, policies and procedures applicable to, and implemented by Logix Employment Services, Inc. ("LESI"). I have disclosed all information that is relevant and should be considered applicable to my candidacy for employment. If hired, I understand and agree that my employment is "at will" and may be terminated at any time with or without cause or notice, at the option of either LESI or myself.I understand that no representation, whether oral or written, by any representative or agent of LESI, at any time, can constitute an implied or express contract of employment. I further understand no representative or agent of LESI has the authority to enter into an agreement for employment for any specified period of time or to make any change in any policy, procedure, benefit or other terms or conditions of employment other than in a document signed by the President or an authorized designee.--I understand that bonding or licensing may be required and that if I am not bondable or licensable, this is grounds for refusal to hire, or if hired, dismissal. If offered a position, I understand that my employment is conditioned upon my ability to verify eligibility for employment in the United States. I agree to undergo screening tests for illegal drugs on a post-offer, pre-employment basis, and I understand that I must receive a negative result for illegal drug use before being permitted to commence work with LESI.I understand that as LESI deems necessary, employees may be required to perform different work assignments than originally employed to perform, and/or work overtime hours or hours outside the usual work day or work week. Additionally, LESI retains the discretion at all times to change any employee's job duties, responsibilities and compensation.Authorization to Verify InformationI authorize LESI, its agents, representatives or affiliates to verify all information provided by me on this application and/or any supplemental attachments in support of my efforts to obtain employment with LESI. By signing this authorization/consent form, I also authorize LESI to obtain information about my credit standing, previous and/or current employment, education, bonding status, and any other matter of public record, from consumer credit reporting agencies, employers, academic institutions, and others. I understand that this information is regularly required by LESI in connection with making decisions regarding employment.For the purpose of determining my eligibility for employment, I authorize LESI to:
        • Request and receive a special consumer credit report and to conduct inquiries into any information contained in the report;
        • Contact my former employers and employees at such places of employment whether or not I have named them as references;
        • Contact my present employer conditioned upon my permission or acceptance of an offer of employment;
        • Contact any education facility listed on the application or resume and to verify dates of attendance, degrees, or certificates;
        • Check with local, county, or state police departments and federal agencies to determine any incident of criminal conviction;
        • Check with companies providing security bonds for financial institution employees to determine whether a claim has been made as a result of my actions and whether I am insurable;
        • I agree to indemnify, hold harmless, and to absolve LESI from any and all liability, and hereby waive any claim I may have against LESI for any loss, damage, or injury I may sustain as a result of LESI's efforts to verify such information provided by me or any disclosure made in accordance with this authorization;
        • Your credit information is a factor in our recruitment/selection process. You may also wish to include a statement of explanation regarding any significant adverse information which may appear on your credit report.I understand and acknowledge that any and all information provided by the above sources can be used to determine my eligibility for employment and that LESI is not obligated to disclose to me any information obtained hereunder, other than information obtained from a credit reporting agency if employment is denied on information contained in the credit report or as otherwise required by law. I waive all claims against LESI for failure to hire me based upon the information gathered in connection with this authorization.Candidate Sign OffI certify that all of the above information is true and complete, and I understand that any falsification or omission of information may disqualify me from further consideration for employment or, if hired, may result in termination regardless of the time elapsed before discovery.By submitting this application, I acknowledge that I have read, understand, and agree to the statements and terms above. Please select U.S. Equal Opportunity Employment Information (Completion is voluntary) Individuals seeking employment at Logix Federal Credit Union are considered without regards to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, or sexual orientation. You are being given the opportunity to provide the following information in order to help us comply with federal and state Equal Employment Opportunity/Affirmative Action record keeping, reporting, and other legal requirements. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file. Gender Please select Are you Hispanic/Latino? Please select Race & Ethnicity Definitions If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows: A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985. Veteran Status Please select Form CC-305 OMB Control Number 1250-0005 Expires 05/31/2023 Voluntary Self-Identification of DisabilityWhy are you being asked to complete this form? We are a federal contractor or subcontractor required by law to provide equal employment opportunity to qualified people with disabilities. We are also required to measure our progress toward having at least 7% of our workforce be individuals with disabilities. To do this, we must ask applicants and employees if they have a disability or have ever had a disability. Because a person may become disabled at any time, we ask all of our employees to update their information at least every five years. Identifying yourself as an individual with a disability is voluntary, and we hope that you will choose to do so. Your answer will be maintained confidentially and not be seen by selecting officials or anyone else involved in making personnel decisions. Completing the form will not negatively impact you in any way, regardless of whether you have self-identified in the past. For more information about this form or the equal employment obligations of federal contractors under Section 503 of the Rehabilitation Act, visit the U.S. Department of Labor's Office of Federal Contract Compliance Programs (OFCCP) website at . How do you know if you have a disability? You are considered to have a disability if you have a physical or mental impairment or medical condition that substantially limits a major life activity, or if you have a history or record of such an impairment or medical condition. Disabilities include, but are not limited to:
          • Autism
          • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, or HIV/AIDS
          • Blind or low vision
          • Cancer
          • Cardiovascular or heart disease
          • Celiac disease
          • Cerebral palsy
          • Deaf or hard of hearing
          • Depression or anxiety
          • Diabetes
          • Epilepsy
          • Gastrointestinal disorders, for example, Crohn's Disease, or irritable bowel syndrome
          • Intellectual disability
          • Missing limbs or partially missing limbs
          • Nervous system condition for example, migraine headaches, Parkinson's disease, or Multiple sclerosis (MS)
          • Psychiatric condition, for example, bipolar disorder, schizophrenia, PTSD, or major depression Disability Status Please select 1 Section 503 of the Rehabilitation Act of 1973, as amended. For more information about this form or the equal employment obligations of Federal contractors, visit the U.S. Department of Labor's Office of Federal Contract Compliance Programs (OFCCP) website at . PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.

Keywords: Logix Federal Credit Union, Pasadena , Financial Services Officer I, Accounting, Auditing , Pasadena, California

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