Member Service Rep III - Loan Officer jobs in United States
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Directions Credit Union · 1 month ago

Member Service Rep III - Loan Officer

positionMaumee, Ohio, United States
timeFull-time
remoteOnsite
seniorityMid Level

Directions Credit Union is a supportive and collaborative team environment that values contributions and offers opportunities for growth. The role of Member Service Rep III - Loan Officer involves handling advanced IRA transactions, managing daily branch functions, and providing exceptional member service and guidance to staff.

ConsultingCrowdfundingFinancial Services

Responsibilities

Handle advanced IRA transactions, including required minimum distributions, excess contributions, and early withdrawals
Manage daily branch functions, ensuring smooth operations in the absence of the Branch Manager and Assistant Branch Manager
Provide guidance and assistance to MSR I, MSR II, ABM, and Branch Manager as needed
Exceed member expectations through Consultative Sales and Service, serving as a role model for exceptional sales and service techniques
Help members navigate complex problems and inquiries, utilizing your advanced product knowledge and problem-solving abilities

Qualification

Financial products knowledgeSupervisory abilitiesIRA transaction handlingCommunication skillsProblem-solving abilities

Required

Advanced understanding of financial products, services, policies, and procedures
Strong communication skills and the ability to anticipate and address member needs
Exceptional supervisory abilities to lead and support branch staff effectively
Experience with opening and closing deposit accounts, handling Consumer and Home Equity loans, and IRA transactions
A commitment to maintaining confidentiality and security while building member relationships

Benefits

A supportive and collaborative team environment that values your contributions.
Opportunities for growth and career development with a reputable credit union.
Competitive compensation package and benefits.

Company

Directions Credit Union

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Directions Credit Union is a financial services company offering financial consulting, personal banking, and personal checking services.
dateFounded in 1953
location
Toledo, Ohio, USA
people-size201-500 employees
web-link
http://directionscu.org

Funding

Current Stage
Growth Stage

Leadership Team

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Barry Shaner
Chief Executive Officer
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J
John Ustaszewski
Chief Operating Officer
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Recent News

Financial IT
Directions Credit Union Selects Mahalo Banking To Expand Financial Management Tools
2025-07-16
LinkedIn
Directions Credit Union on LinkedIn: Join us today at our Willard Branch for Directions Financial Solutions…
2024-04-10
Company data provided by crunchbase