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Job Summary

Company
San Mateo Credit Union
Location
Daly City, CA 94015
Industries
Banking
Job Type
Part Time
Employee
Years of Experience
1+ to 2 Years
Education Level
High School or equivalent
Career Level
Entry Level
Salary
17.00 - 21.00 USD /hour

Loan Advisor

About the Job


 













v    Have you achieved a high level of sales while delivering exemplary customer service?


v    Does your expertise include opening new accounts and processing loans for a credit union?


v    Do you continually demonstrate initiative and flexibility?


 


If you answered “yes!” to the above questions, take your career to the next level at one of California 's most innovative and growing Credit Unions!  SMCU is proud to be have been ranked among the Bay Area's "Best Places to Work" for two consecutive years!  We are seeking an outstanding Loan Advisor (part-time) for our Westlake Branch in Daly City.

 



POSITION PURPOSE/SCOPE


Receives members in person and by telephone. Serves as a primary source to handle member inquires, requests or process of new transactions. Conduct loan interviews with the ability to profile member needs and use good judgment on recommendation of credit union products and services.





QUALIFICATIONS




  • Must have a broad knowledge of financial products and services
  • Loan officer background and understanding of DMV regulations and documentation a plus.
  • Basic knowledge of financial products and services required.
  • Familiarity with lending documentation preferred. 
  • Must be organized with an ability to prioritize tasks and complete assignments in a fast-paced, independent manner. 
  • A high degree of accuracy is required. 
  • Flexibility to rotate and fill in at other departments when needed.
  • Must have strong oral and written communication skills. 
  • Must be available to work every Saturday

FANTASTIC BENEFITS!


 


SMCU reflects the value placed on employees by providing the following impressive benefits in addition to competitive salary:


 


        Medical, Dental, Vision, Life, and Long Term Disability Insurances—we pay 100% of most employee premiums!


        401(k)—including discretionary employer match and profit sharing!


        Discounts on financial products and services, including loans!


        Sick Leave, Vacation Time, plus much more!


Apply Now for Consideration!


San Mateo Credit Union is an equal opportunity employer


Bilingual in Spanish is a Plus!


 


 

 
 
 

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San Mateo Credit Union