Financial Solutions Specialist
Current• Promotes an atmosphere of strong member service and sales initiative through positive member interactions.• Identifies the financial needs of the members and recommended LGE products and services that will enhance and compliment the member’s financial relationship. • Meets or exceeds established sales and service goals, including promotion of revenue generating products and services. • Participates in and assisted with Business Development and Community outreach programs.• Processes member financial transactions, originate, process and close loans.• Resolves problems or discrepancies concerning member’s accounts.• Demonstrates sound judgment in loan origination by providing clear and detailed notes with loan applications.• In examining applicants credit reports for a loan, or when opening a new account, determines whether additional loan opportunities are available such as auto refinance, debt consolidation, and credit card or mortgage loans.• Assures that applications and supporting documentation is complete prior to the closing of a loan, deposit account, or other related product/service. Ensures that the member understands all terms and conditions of the loan, deposit account or other related product/service at the time of closing.