Description. Primary Responsibilities. Embody the Credit Union's core values of Trust, Integrity, Teamwork and Making a Difference and model the values in all daily activity. Schedule loan closings and create required loan documents. Balance closing disclosure with title agents. Provide a preliminary quality control review of the loan including compliance with all RESPA and Reg. Z requirements. Distribute loan proceeds/fees to the correct GL acco...
Description. PRIMARY RESPONSIBILITIES. Embody the Credit Union's core values of Trust, Integrity, Teamwork and Making a Difference and model these values in all daily activity. Use consultative selling techniques to analyze and provide solutions for members' financial needs and to make sales referrals to specialized areas of the credit union based on perceived and unperceived need. Proactively makes outbound sales calls to inform members about a ...
