SKILLS AND ABILITIES REQUIRED:
Education/Experience: Any combination equivalent to education and experience that provides the required knowledge and skills is qualifying. Typical qualifications would be equivalent to: a high school degree, one year of administrative experience in an office setting. Mortgage and/or financial experience preferred but not required.
SKILLS:
- Applied knowledge of real estate lending documents and related terminology a plus, along with general knowledge of mortgage lending requirements on all types of mortgage loans.
- Proficiency in typing and broad knowledge of department operations, policies and procedures is preferred.
- Ability to do semi-routine work and skilled in the use of office machines, and an on-line data processing system. Ability to do detailed work with accuracy.
- A high level of interpersonal skills to communicate effectively with the membership via telephone and in person with a commitment to excellent member service.
- Ability to interpret Credit Union policy and explain transactions posted to members' loan accounts.
- Must be bondable; ability to maintain confidentiality.
- Ability to cross-sell all credit union services effectively and accurately.
- Must present a professional, business-like appearance and manner.
WORK ENVIRONMENT:
This position is located at our West Allis office, and the duties of this job are performed in a physical office setting.
PHYSICAL DEMANDS:
The ideal candidate must be able to complete all physical requirements of the job with or without a reasonable accommodation.
- Ability to remain in a stationary position 75% of the time.
- Ability to move about inside the office to access file cabinets, office equipment, etc.
- Ability to move items, such as boxes, up to 20 lbs. across office for various needs.
- The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
- Ability to constantly operate a computer and other office productivity equipment, such as a calculator, copy machine, fax machine and printer.
TRAVEL:
Local travel to worksites is required at times.
HOURS:
This position requires 40 hours per week during business hours Monday through Friday. Rotating 3-hour Saturday morning shifts.