Branch Loan Coordinator PT

VENTURA COUNTY CREDIT UNION
VENTURA COUNTY CREDIT UNION Salary
Ventura, CA Other
POSTED ON 5/6/2024

Job Details

Job Location:    VENTURA - Ventura, CA
Position Type:    Part Time
Salary Range:    $18.50 - $23.00 Hourly
Job Category:    Banking

Description

At VCCU, we are proud of the work we do to improve the financial well-being of our members and our community. If you seek meaningful work building stronger financial futures and aspire to create a positive difference in your community, we’d love to hear from you!

 

What You’ll Do

  • Maintains focus on branch(es) loan queues to ensure newly approved loans are immediately serviced. Answers members’ questions regarding their loans (length, payment, rate, etc.).
  • Facilities the progression of approved consumer loans to ‘Ready to Fund’ status by requesting and verifying items needed to satisfy loan stipulations, calculating proof of income, communicating counter offers, and preparing DocuSign process and/or schedules appointments for MSRs to finalize the loan.  
  • Provides support to underwriters when the loan status is marked “Need More Information” and assists in resolving fraud warnings.
  • Identify cross-sell opportunities expanding the member relationship based on account history and needs, including offering GAP, MMP, or other products.
  • Opens new accounts and establishes new memberships; opens Checking, Certificates, and Money Market Savings accounts. 
  • Performs teller functions, as needed. Including accepting negotiable items, scanning checks, buying and selling cash from and to CDMs/TCRs or other Branch Reps/Vault Teller, opening/closing procedures.
  • Engage in decision-making by researching internal procedures/policies and communicating with the credit union support departments as necessary to solve member issues.

 

  • Part-Time shifts include: 11:30AM – 5:15PM (M-W), 11:30AM – 6:15PM (Th-F), 9AM – 2:30PM (Sat)

 

What We’re Seeking

  • Previous teller experience, 2 years.
  • Previous sales experience in financial services, 6-12 months.
  • Someone who is service driven and able to communicate solutions with empathy.

 

What Will Make You Stand Out

  • Credit Union teller experience.
  • Working knowledge of these systems – Symitar/Episys and MeridianLink.
  • Fluency in Spanish, specifically in finance/banking terminology.
  • A dedication to service, working with organizations that seek to improve the lives of people in your community.  

 

What’s In It For You

  • Paid Volunteer Time
  • Paid Time Off, including Sick/Vacation/Holidays
  • Medical/Dental/Vision/Supplemental Benefits
  • 401k Employer Match & Safe Harbor Contribution
  • Company Sponsored Life & LTD Insurance
  • Education Reimbursement
  • VCCU Membership and Rate Discounts

 

We are dedicated to building an inclusive and authentic workplace that values unique voices and experiences, backgrounds and identities.  We are an equal opportunity employer who celebrates the diversity of our employees and our members and strives to represent the many communities we serve.


Hourly Wage Estimation for Branch Loan Coordinator PT in Ventura, CA
$18.09 to $22.31
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