Financial Consultant
CurrentI serve as the expert on financial products and procedures, helping members with routine to complex issues and assessing their situations to develop strategic financial planning solutions.- Loan products: commercial and consumer loan origination, processing, and servicing. Often juggling multiple applications in different stages and queues, and following up with members or external sources to verify documents and signings.- Risk management: fraud prevention, identification, and resolution; credit risk analysis; compliance regulations and audits.- Account management: account creation, internal and external transactions, ACH wires, document processing, and deposit servicing.- Additional role: Communications Champion for the branch, responsible for researching and relaying relevant economic and industry trends, reports from department specialists, and important company information.