Member Wellness Coach/Loan Funder
About this role
Job DetailsJob Location: Main Office - LOS ANGELES, CA 90025Salary Range: $25.68 - $32.10 HourlyPOSITION PURPOSE/STATEMENT
Delivers on University Credit Union’s CHAMPION Values to engage in behaviors that create
member and team member loyalty.
Provides information and promotes credit union products and services to build relationships.
Processes transactions in the general areas of savings, loans, and auxiliary credit union
services.
Essential Job Functions
3-5 years of loan experience
• Delivers face-to-face/phone service/digital channel to members requesting account
assistance.
• Provides consultative services to members regarding credit union products and services
by assessing the member's needs, addressing their concerns, gaining agreement, and
referring to partners as needed.
• Processes member transactions efficiently and accurately with personal care. Contributes
to the departmental goals by processing member requests with sense of urgency.
• May process new memberships, additional share accounts, account servicing, consumer
loan requests, and general consumer loan funding as requested by members.
• Completes documentation for accounts and loans according to credit union procedures.
• Performs various file maintenance including processing requests for a change of address,
check orders, and ordering debit/ATM cards, etc.
• Performs research on accounts, identifies and corrects member account problems.
• Provides suggestions for streamlining department and credit union operations.
• Performs other related duties as assigned or requested.
Requirements
• Have working knowledge of credit union savings and consumer loan products and all
services. Has basic knowledge of real estate products including types of loans.
• Must be a team player and collaborate with others.
• All team members must adhere to regulatory, compliance, and organizational guidelines.
• Certification/License:
o Notary Public preferred.
o Be a Certified Credit Union Financial Counselor (CCUCF) or equivalent (as agreed
upon by the Vice President of Member Services or incumbent).
QualificationsQualifications
Education
Minimum High School Diploma or G.E.D. required.
Experience
Minimum 1 to 2 years of financial institution experience
Company at a glance
University Credit Union (UCU) was founded by the University Community for the University community in 1951 on UCLA’s campus. As we’ve grown, we’ve expanded to serve other universities throughout California, the West Coast Conference, and the Big West Conference.
We keep our members’ best interests at the forefront of everything we do, making banking a breeze with over 30,000 fee-free CO-OP ATMs nationwide, convenient mobile and online banking features, our virtual assistant, Royce, to help answer questions on our website, and so much more! Additionally, we offer a number of products and services to help members save time and money in the long run.
At UCU, we are committed to giving the best membership experience possible, by offering unbiased, conflict-free advice, helping to give members a financial advantage.
Visit ucu.org for more information.
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