Shift Hours:

Monday - Friday: 1PM - 10PM and Saturdays 9AM - 5PM

 

The Loan Officer is responsible for providing exceptional member service in response to member needs and requests.

Essential Job Duties and Responsibilities                                                                            

• Consistently meet all Shell FCU Service Commitments; Shell FCU Employee Creed and Shell FCU Service Distinctions.


• Accountable to maintain knowledge of and comply with all applicable rules and regulations required within the scope of duties, including, but not limited to, the Bank Secrecy Act.


• Required to complete annual training sessions as instructed or scheduled.


• Perform job duties and responsibilities in compliance to SFCU policies, procedures, philosophy, and standards of performance.


• Provide friendly, professional, and personal service to all members.


• Assist members and potential members with their financial service needs; explain products and services, offer solutions to member issues, respond to problems and direct members to the appropriate team members when further assistance is needed.


• Must be able and willing to work 40 hours per week plus overtime, as needed.


• Must be able to work the rotating opening, closing and Saturday schedule, as needed.


• Must be well versed in all Credit Union products and services.


• Assist members with their service needs related to, including but not limited to:

• Change of Address, Digital Banking, statement requests.

• Must be able to maintain confidentiality of member information.


• All member and Credit Union information must be kept secure at all times.


• Cross-sell Credit Union products and services based on member needs.


• Answer and greet all incoming Credit Union calls in a professional and courteous manner.


• Willing to assist members by phone (voice/text), email, Live Chat, and video.


• Interview, originate, and processes all member loan applications.


• Provide member appropriate follow up of their application as well as the final loan decision.


• Prepare, review and/or follow up on all required loan documents for completeness, compliance, and accuracy for submission to Underwriters.


• Must take the initiative to assist with problem solving, troubleshooting and to provide support in all areas of the branch, as needed.


• Meet/exceed personal and branch goals.


• Assist the team with daily responsibilities as needed, included but not limited to:

• Following opening and closing procedures.

• Performs additional duties as assigned.

 

Shell Federal Credit Union is an equal opportunity and an affirmative action employer and committed to providing equal opportunity for all employees and applicants for employment, without regard to race, religion, color, sex, sexual orientation, gender identity, national origin, age, citizenship status, marital status, protected veteran status, mental and/or physical disability, pregnancy, or any basis prohibited by State or Federal law.