General DescriptionProactively engaged with members to identify products and services designed to assist them in achieving their financial goals. Answered questions, and assisted members with opening new share products and processing loan applications.Tasks, Duties, FunctionsOpened deposit and specialty accounts (e.g., IRA, CD, Trust accounts) and identified members’ financial service needs to ensure members are provided with meaningful financial solutions.Processed consumer loan applications (Auto loans, Personal loans and lines of credit, Credit cards) and completed the fulfillment of loan. Conducted member interviews and gathered information to satisfy loan conditions in order to determine suitability for loan funding. Submitted loan applications to Underwriting for approval. Prepared loan documents for signing; prepared approved loans for disbursement to members accordingly. Audited various documents, including executed loan documents and reports to ensure proper procedural compliance, accuracy and authenticity. Performed support functions such as e-mail correspondence, consumer loan fulfillment, audit, call escalations, or other. Maintained a working knowledge of lending policies and procedures to ensure compliance. Results oriented including a willingness to take on any task required to meet or exceed team goals and objectives. NMLS licensed in order to process member applications for new home loans and/or refinancing. Application then sent to Mortgage servicing for followup.Licensed Notary in State of California. Notarized member documents (certification of trust, etc.).Frequent routine and complex verbal and written communication with the internal departments such as Branch Operations, Mortgage Servicing, IT Help Desk, Operations, Financial Advisors, Call Center (MCC), Fraud Management and Loss Prevention, Loan Processing and Underwriting, Auditing, and Corporate Services/Facilities.

SummaryProcessed a variety of member transactions and educated members about products and services to help improve their financial well-being.Essential Duties And ResponsibilitiesProvided transactional service to members. Accept and processed deposits, withdrawals and payments according to policies and procedures. Processed over the counter requests for cashier checks, Visa cash advances, gift cards, postage stamps, temporary checks and debit cards. Maintained individual cash drawer with appropriate drawer limits and balanced drawer at the end of shift.Sales/Service activities:Generated referrals/leads to the platform, Branch Business Specialist, Real Estate Mortgage Officer, Financial Services. Assisted in the branch’s daily opening and closing activities. Assisted in the balancing and auditing of all negotiable and dual custody facilities. Maintained accurate and complete records of member transactions. Assisted with other duties as assigned