Landmark Credit Union ยท 2 days ago
Personal Financial Officer
Hartland, WI
Full-time
Onsite
Entry Level
2+ years expLandmark Credit Union is committed to putting people first and fostering a culture of inclusion and collaboration. The Personal Financial Officer is responsible for assisting members with their financial needs, providing exceptional member service, processing loan applications, and supporting the overall functions of the branch.
Financial Services
Responsibilities
Works loan pipelines, understands loan documentation and follows through to obtain all required documentation from members
Provides solutions to members regarding financial products and services. Opens savings products, IRA/HSA products, and service requests
Cross sells accounts and loans, including making referrals to Landmark Investment Center
Consistently sells GAP and Payment Protection to members
Provides required disclosures to applicants
Resolves member issues/problems and competently responds to member inquiries
Educates members as to the use of available automated systems in order and sets them up for these services
May be required to attend training at headquarters or an off-site location
Performs other duties as assigned
Qualification
Required
High School Diploma or equivalent with a minimum of two years of customer service or sales experience preferably within a financial institution
Demonstrated ability to understand and explain credit bureau reports, liaise with members in satisfying loan stipulations, schedule closings and process loan documents
Demonstrated ability in understanding and recommending appropriate deposit and loan products based on member need
Demonstrated ability in providing excellent customer service
Excellent verbal and written communication skills, problem solving skills, organizational skills and the ability to work independently
Ability to use independent judgment and discretion in various situations while maintaining a high degree of confidentiality
Must have or be able to attain National Mortgage Licensing System registration (NMLS#)
Must have a thorough understanding of company policies and procedures as they relate to this position
Must understand and comply with all job-related state and federal laws and regulations
Preferred
Prior teller or lending experience preferred
Company
Landmark Credit Union
Landmark Credit Union is a not-for-profit financial cooperative owned by our customers/members.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
David Powers
Chief Financial Officer
Recent News
2025-10-02
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