Marine Credit Union

Role Description Marine Credit Union is seeking a visionary Chief Financial Officer (CFO) to join our Executive Leadership Team. This role is ideal for a strategic, mission-driven leader who combines strong financial expertise with a deep commitment to servant leadership—putting people first while driving sustainable growth and performance. As CFO, you will serve as a trusted advisor to the CEO and Board of Directors—guiding financial strategy, strengthening organizational performance, and ensuring long-term financial health. You will lead all core financial functions including: - Accounting - Financial Planning & Analysis (FP&A) - Asset/Liability Management (ALM) - Investments & liquidity management - Budgeting and forecasting - Enterprise risk management You’ll play a critical role in aligning financial strategies with our mission—delivering meaningful impact for our members and communities. Qualifications - 10+ years of progressive senior financial leadership experience - Deep expertise in banking, credit union, or financial services environments - Proven success leading financial strategy, ALM, capital planning, and budgeting - Strong executive presence with the ability to influence Board-level decisions - Demonstrated ability to build and lead high-performing teams - Expertise in financial reporting, controls, compliance, and risk management - Bachelor’s degree in Accounting, Finance, or related field (CPA/CMA or advanced degree preferred) Requirements - Shape and execute enterprise financial strategy to support growth and sustainability - Partner with executive leadership and the Board to inform decision-making and risk management - Drive financial transparency, reporting integrity, and governance excellence - Lead budgeting, forecasting, and financial modeling to guide strategic priorities - Oversee balance sheet performance, liquidity, capital adequacy, and investment strategy - Strengthen internal controls, compliance, and regulatory adherence - Build, develop, and inspire a high-performing finance team Benefits - Purpose-driven organization focused on member impact and financial empowerment - Leadership culture rooted in servant leadership and collaboration - Opportunity to shape strategy at the highest level of the organization - Flexible work environment (in-office, hybrid, or remote) - Meaningful work that directly impacts communities

Role Description As a Product Manager, you will play a pivotal role in shaping our innovative product solutions that directly impact the lives of our members. You will drive strategy, roadmap, and execution for Marine Credit Union’s new product development and optimization of existing products by working with internal stakeholders and external members. This position will directly contribute to member acquisition, engagement, and retention. Expect to drive daily change and improvement of member and employee experience within your assigned areas of focus. - Drive 0 to 1 product development and existing product optimization, owning the end-to-end lifecycle from ideation, validation, development, launch, and iteration. - Define and articulate product vision, strategy, and decisions, aligning each with broader strategic goals, business objectives, and market needs. - Create, own, and prioritize a clear and compelling product roadmap using input from key stakeholders. - Identify and execute on MVP, balancing tradeoffs with scope, speed, and quality, and ensuring value is delivered incrementally and iteratively. - Make data-informed decisions on pivots, enhancements, or sunsetting. - Lead, align, and collaborate with a cross-functional working group of business subject matter experts, project management, sales, marketing, service, compliance, finance, and others to manage successful product launches, accomplish business goals, and ensure product desirability, feasibility, and viability. - Conduct and synthesize user research, market research, and competitive analysis to identify pain points, gaps in offerings, new product opportunities, and macro trends impacting our business, members, target market, and users. - Understand and translate qualitative and quantitative insights into actionable product direction, building empathy and championing member needs and user experience throughout product development. - Work in tandem with development/engineering teams to ensure seamless product development. - Drive measurable outcomes through defining KPIs, tracking performance post-launch, and refining based on results, impact on NPS, and other measures. - Develop and facilitate workshops for project kick-offs, alignment, ideation, and prioritization, among others. Qualifications - Collaborative mindset with the ability to navigate team dynamics, build trust and consensus across disciplines, and contribute to a positive team culture. - Superior interpersonal, presentation, and communication skills, spanning development teams, executive-level audiences, and other cross-functional partnerships. - Proven ability to effectively elicit business and technical requirements. - Able to balance an analytical mindset with strategic thinking, shifting effortlessly between both as needed. - Curious, entrepreneurial, a self-starter, a lifelong learner, and a creative problem solver. - Comfort with ambiguity and desire to focus on iteration, progress over perfection, and agility. - Member/customer-centric focus with demonstrated ability to build empathy and deep consumer understanding with others. - Experience measuring product success through KPIs such as NPS, adoption, engagement, retention, or ROI. - Knowledge of product management terminology and frameworks, such as product lifecycle phases and prioritization frameworks. Requirements - Bachelor's degree in business administration, entrepreneurship, marketing, technology, or related field. - 3+ years of experience in product management, preferably with experience leading 0-1 product development. - Hands-on experience with Agile and Scrum methodologies, including writing technical requirements, backlog management, sprint planning, and iteration reviews. - Adept at conducting and synthesizing discovery research, user experience research, market research, and/or competitive analysis. - Proficient with or education on human-centered design and design thinking principles. - Skilled in leading projects and using indirect leadership to influence team members. - Mentorship or coaching of others on product management best practices. - Financial industry experience, especially with knowledge of compliance, fraud prevention, and/or fintechs, a plus. Physical Requirements - Long periods of sitting will occur regularly. - Occasional lifting and/or moving 15 lbs or less. - Use of a computer and telephone required. - Occasional bending, stooping, or crouching may be required.

Work from Home! Outbound phone sales position. Provide information on credit union products and services to members according to all credit union policies and procedures, and Federal and State rules and regulations. Collate and analyze individual financial information in support of loan decisioning process. Evaluate and recommend loan approvals, denials, counteroffers, loan modifications, and debt restructuring based upon individual circumstances and data. Process required forms and related documentation for consumer loan products. Partners to approve or deny loan applications within prescribed parameters. Promote credit union products and services. Major Duties and Responsibilities: - Make outbound calls to members to solicit loan applications. - Interview consumer loan applicants. Assist member in completing loan applications over the phone and/or electronically. - Collate, analyze, and evaluate information & documentation in support of loan applications. - Evaluate borrower Character, Collateral, Capacity to Repay, and Credit position as a part of loan decisioning process based upon individual circumstances. - Calculate debt-to-income ratios, collateral needs, and payment plans on consumer loan applicants. - Correspond with members, applicants, and creditors to resolve questions regarding application information. - Provide information on consumer loan products that best meet the member’s individual needs and circumstances. - Help recommend the structure of loan pricing, terms, and amounts for individual borrowers. - Recommend loan approval/denials, counter-offers, and deviations from conventional loan structure and pricing. Manage loan closing process with customers. - Consult with members and the public about asset purchase, credit management, budgeting, debt restructuring, and financial planning issues. - Notify applicant of loan decision. Inform prospective borrowers of loan commitments. - Review regulations as they apply to installment loan security agreements. - Expectations: - Provide exceptional member service to our members. - Abide by all applicable policies, procedures, and regulations. - Work proactively to build relationships necessary to meet set goals for the position. - Effectively assist members through the loan application and approval process, educating them about loan issues as needed. - Effectively prepare loan documentation for processing, ensuring it is complete and accurate. - Assist in managing risk through diligence in the information gathering process. - Provide timely, service-oriented feedback to applicants regarding the status of their loans. - Perform assigned loan prospect calls to assist in meeting goals for the position. **One or more years of sales experience preferred

***This is a remote/work from home position.*** Candidate must reside within our footprint (Select areas of the following states: WI, MN, IA, IL or MI) Marine Credit Union is currently seeking a full-time or part-time Bilingual (Spanish/English) Contact Center Specialist to join our small, dedicated Call Center team. *** Starting hourly wage of $19 per hour*** Are you seeking a rewarding career with opportunity for advancement? Do you enjoy a goal-oriented environment, challenging yourself, and working with customers daily? If so, we invite you to share your background and qualifications with us! Marine Credit Union is currently seeking a Contact Center Specialist who possesses a high level of professionalism and experience in customer service and call center communication. Major Duties and Responsibilities: - Serve credit union membership by providing service and information in a pleasant, professional, and efficient manner via telephone or other forms of correspondence. - Accurately verify members and be on the frontline of fraud prevention. - Research and resolve member questions, issues, and complaints concerning credit union memberships with one call resolution. - Act as a liaison between the member and back-office departments within the credit union owning the member relationship creating a member first mindset. - Assist members with complex problems to provide resolution and provide proper follow up. - Provide routine account maintenance and process account transactions per member request. - Provide technical support to members for digital banking and online account opening. - Educate members on most efficient way to do their business with the credit union. - Advance member lives through active listening to member needs and offering solutions through the credit union products and services. - Ensure that all credit union members and employee related business are kept in the strictest confidence. Expectations: - Provide exceptional customer service to members and internal staff of the credit union. - Be a member advocate by actively listening to members and applying solutions. - Maintain knowledge including but not limited to: loan servicing, account opening, wire transactions, debit card maintenance, digital banking, fraud, and transactions. - Abide by all applicable regulations, policies, and procedures set forth by Marine Credit Union. - Provide timely, complete, and accurate information to members. - Achieve daily metrics related to number of members helped through effective time management. - Successfully resolve member issues and complaints with one call resolution. - Ability to Multi-task while using computer programs - Candidates must be available form 8 AM – 5 PM Monday – Friday and one Saturday per month form 8 AM – 1PM WHY JOIN MARINE CREDIT UNION: Marine Credit Union offers a competitive compensation with a low-cost comprehensive benefits package for full-time employees. Here at MCU, we value a work-life balance by providing a PTO and paid holiday program, and giving additional PTO when our employees volunteer or have a major life event occur, including: marriage, buying a new home, and having a child. Marine Credit Union provides excellent paid training, on-going professional development opportunities, and values internal mobility. Marine Credit Union has the resources to take your career to new heights. Marine Credit Union is an Equal Opportunity Employer.

Work from Home! Position Summary: Provide information on credit union products and services to members according to all credit union policies and procedures, and Federal and State rules and regulations. Collate and analyze individual financial information in support of loan decisioning process. Evaluate and recommend loan approvals, denials, counteroffers, loan modifications, and debt restructuring based upon individual circumstances and data. Process required forms and related documentation for consumer loan products. Partners to approve or deny loan applications within prescribed parameters. Promote credit union products and services. Duties and Responsibilities: - Interview consumer loan applicants. Assist member in completing loan applications over the phone and/or electronically. - Collate, analyze, and evaluate information & documentation in support of loan applications. - Evaluate borrower Character, Collateral, Capacity to Repay, and Credit position as a part of loan decisioning process based upon individual circumstances. - Calculate debt-to-income ratios, collateral needs, and payment plans on consumer loan applicants. - Correspond with members, applicants, and creditors to resolve questions regarding application information. - Provide information on consumer loan products that best meet the member’s individual needs and circumstances. - Help recommend the structure of loan pricing, terms, and amounts for individual borrowers. - Recommend loan approval/denials, counter-offers, and deviations from conventional loan structure and pricing. Manage loan closing process with customers. - Consult with members and the public about asset purchase, credit management, budgeting, debt restructuring, and financial planning issues. - Notify applicant of loan decision. Inform prospective borrowers of loan commitments. - Review regulations as they apply to installment loan security agreements. - Make outbound calls to members to solicit loan applications. - Provide exceptional member service to our members. - Abide by all applicable policies, procedures, and regulations. - Work proactively to build relationships necessary to meet set goals for the position. - Effectively assist members through the loan application and approval process, educating them about loan issues as needed. - Effectively prepare loan documentation for processing, ensuring it is complete and accurate. - Assist in managing risk through diligence in the information gathering process. - Provide timely, service-oriented feedback to applicants regarding the status of their loans. - Perform assigned loan prospect calls to assist in meeting goals for the position. Knowledge, Skills, and Abilities: - Knowledge of the consumer loan application process. - Knowledge of consumer credit. - Ability to collate and analyze individual borrower financial information. - Receive inbound calls and internal referrals to help members with loan products or service-related issues. - Collaborate and partner with other departments such as Underwriting and Loan Servicing for fulfill loan requests. - Evaluate information and make recommendations regarding loan pricing, structure, amounts, terms, debt restructuring, and loan modifications as appropriate. - Ability to recommend loan approvals, denial, and counteroffers based upon analysis of individual facts and circumstances. - Ability to build rapport, explaining product features & benefits, and persuasively communicate. - Skills in developing business. - Sound PC computing skills, including MS-Office and loan application software. - Strong problem-solving skills. - Ability to build credibility and trust. Education and Experience: - High School Diploma or equivalent required. College Degree in Business Administration, Marketing, Sales, or Finance desired. - Previous Consumer Lending, Banking, Financial Consulting, or Sales experience desired. - Experience working in a face-to-face customer service/sales environment. - Experience making outbound calls to solicit business. - Experience working in a process-oriented environment with importance placed on attention to detail. - A record of success in meeting set, external goals for productivity. Physical Requirements (with or without accommodation): - Long periods of sitting will occur regularly. - Occasional lifting and/or moving 15 lbs or less. - Use of a computer and telephone required. - Occasional bending, stooping, or crouching may be required. This job description is not a complete statement of all duties and responsibilities comprising this position.

***This is a remote/work from home position.*** Are you seeking a rewarding career with opportunity for advancement? Do you enjoy a goal-oriented environment, challenging yourself, and working with customers daily? If so, we invite you to share your background and qualifications with us! Marine Credit Union is currently seeking a Contact Center Specialist who possesses a high level of professionalism and experience in customer service and call center communication. Major Duties and Responsibilities: - Serve credit union membership by providing service and information in a pleasant, professional, and efficient manner via telephone or other forms of correspondence. - Accurately verify members and be on the frontline of fraud prevention. - Research and resolve member questions, issues, and complaints concerning credit union memberships with one call resolution. - Act as a liaison between the member and back-office departments within the credit union owning the member relationship creating a member first mindset. - Assist members with complex problems to provide resolution and provide proper follow up. - Provide routine account maintenance and process account transactions per member request. - Provide technical support to members for digital banking and online account opening. - Educate members on most efficient way to do their business with the credit union. - Advance member lives through active listening to member needs and offering solutions through the credit union products and services. - Ensure that all credit union members and employee related business are kept in the strictest confidence. Expectations: - Provide exceptional customer service to members and internal staff of the credit union. - Be a member advocate by actively listening to members and applying solutions. - Maintain knowledge including but not limited to: loan servicing, account opening, wire transactions, debit card maintenance, digital banking, fraud, and transactions. - Abide by all applicable regulations, policies, and procedures set forth by Marine Credit Union. - Provide timely, complete, and accurate information to members. - Achieve daily metrics related to number of members helped through effective time management. - Successfully resolve member issues and complaints with one call resolution. - Ability to multi-task while using computer programs. - Candidates must be available form 8 AM – 5 PM Monday – Friday and one Saturday per month form 8 AM – 1PM Knowledge, Skills and Abilities: - Excellent written, verbal, and interpersonal communication skills. - Ability to work independently and within a team. - Detail oriented with strong computer skills. - Strong analytical and problem-solving skills. - Ability to build influential relationships with internal and external members of the credit union. - Effective conflict management skills. - Ability to use judgement and work independently to solve day-to-day problems within established guidelines. - Proven sales ability to identify member needs and offer products or services to improve the member impact. Experience: - A minimum of 2 years previous customer service experience. - Previous experience with phone related work highly desired. - Experience working within a financial banking or sales role a plus. - Previous experience working in a remote setting or environment. Education: - High School Diploma or equivalent required. - Post-secondary education preferred. Physical Requirements (with or without accommodations): - Long periods of sitting will occur regularly. - Occasional lifting and/or moving 15 lbs or less. This job description is not a complete statement of all duties and responsibilities comprising this position. WHY JOIN MARINE CREDIT UNION: Marine Credit Union offers a competitive compensation with a low-cost comprehensive benefits package for full-time employees. Here at MCU, we value a work-life balance by providing a PTO and paid holiday program and giving additional PTO when our employees volunteer. Marine Credit Union provides excellent paid training, on-going professional development opportunities, and values internal mobility. Marine Credit Union has the resources to take your career to new heights. Marine Credit Union is an Equal Opportunity Employer.

Work from Home! Outbound phone sales position. Provide information on credit union products and services to members according to all credit union policies and procedures, and Federal and State rules and regulations. Collate and analyze individual financial information in support of loan decisioning process. Evaluate and recommend loan approvals, denials, counteroffers, loan modifications, and debt restructuring based upon individual circumstances and data. Process required forms and related documentation for consumer loan products. Partners to approve or deny loan applications within prescribed parameters. Promote credit union products and services. Major Duties and Responsibilities: - Make outbound calls to members to solicit loan applications. - Interview consumer loan applicants. Assist member in completing loan applications over the phone and/or electronically. - Collate, analyze, and evaluate information & documentation in support of loan applications. - Evaluate borrower Character, Collateral, Capacity to Repay, and Credit position as a part of loan decisioning process based upon individual circumstances. - Calculate debt-to-income ratios, collateral needs, and payment plans on consumer loan applicants. - Correspond with members, applicants, and creditors to resolve questions regarding application information. - Provide information on consumer loan products that best meet the member’s individual needs and circumstances. - Help recommend the structure of loan pricing, terms, and amounts for individual borrowers. - Recommend loan approval/denials, counter-offers, and deviations from conventional loan structure and pricing. Manage loan closing process with customers. - Consult with members and the public about asset purchase, credit management, budgeting, debt restructuring, and financial planning issues. - Notify applicant of loan decision. Inform prospective borrowers of loan commitments. - Review regulations as they apply to installment loan security agreements. - Expectations: - Provide exceptional member service to our members. - Abide by all applicable policies, procedures, and regulations. - Work proactively to build relationships necessary to meet set goals for the position. - Effectively assist members through the loan application and approval process, educating them about loan issues as needed. - Effectively prepare loan documentation for processing, ensuring it is complete and accurate. - Assist in managing risk through diligence in the information gathering process. - Provide timely, service-oriented feedback to applicants regarding the status of their loans. - Perform assigned loan prospect calls to assist in meeting goals for the position. **One or more years of sales experience preferred

By dedicating structured time to both production and leadership, this position strengthens operational efficiency, improves delinquency management, and enhances member experience. This position requires a strategic balance of frontline engagement and leadership responsibilities, with 25% of time dedicated to scheduled and blocked phone time. Phone Time (25%) - Engage in scheduled and blocked outbound/inbound calls to maintain firsthand insight into member interactions. - Modelling best practices in communication and collections strategy. - Maintain a call standard equivalent to the team’s goal, ensuring personal performance aligns with expectations set for the team. Quality & Performance Oversight - Conduct regular call reviews and account audits to ensure compliance and effectiveness. - Deliver coaching and feedback sessions tailored to individual performance metrics. - Monitor and manage delinquency trends, implementing corrective strategies as needed. Employee Development - Create and execute development plans for team members to foster growth and career progression. - Identify training needs and provide ongoing support for skill enhancement. Leadership & Communication - Host team meetings and training sessions to ensure consistent messaging and alignment with company goals. - Relay expectations clearly and hold employees accountable to performance and behavioral standards. - Stay informed on industry trends, regulatory changes, and best practices to guide team strategy. Knowledge, Skills, and Abilities: - Proven experience in collections or call center leadership. - Strong analytical skills and attention to detail. - Excellent communication and interpersonal abilities. - Ability to coach, mentor, and inspire a team. - Familiarity with compliance standards and industry regulations. Education and Experience: - Four years Marine Credit Union Collections experience - Experience with collection laws and regulations (e.g., FDCPA, state specific compliance) - Familiarity with collection software, and Microsoft Office Suite - Proven ability to manage individual performance, set goals, and implement process improvements - High School Diploma or GED (minimum requirement). Physical Requirements (with or without accommodation): - Long periods of sitting will occur regularly. - Occasional lifting and/or moving 15 lbs. or less. - Use of a computer and telephone required. - Occasional bending, stooping, or crouching may be required. This job description is not a complete statement of all duties and responsibilities comprising this position.

Bilingual (Spanish Speaking) Work From Home Opportunity Position Summary: Provide information on credit union portfolio mortgage products and services to members according to all credit union policies and procedures, and Federal and State rules and regulations. Collate and analyze individual financial information in support of loan decisioning process. Evaluate and recommend loan approvals, denials, and counteroffers based upon individual circumstances and data. Process required forms and related documentation for mortgage loan products. Promote credit union products and services. Partners to approve or deny loan applications based on analysis and company mortgage policies. Works with mortgage support staff to ensure timely response to member inquires and ensure a standard of service excellence. Duties and Responsibilities: - Interview mortgage loan applicants. Assist member in completing loan applications over the phone and/or electronically. - Collate, analyze, and evaluate information & documentation in support of loan applications. - Evaluate borrower Character, Collateral, Capacity to Repay, and Credit position as a part of loan decisioning process based upon individual circumstances. - Calculate debt-to-income ratios, collateral needs, and payment plans on loan applicants. - Correspond with members, applicants, and creditors to resolve questions regarding application information. - Visit community and business contacts to promote and sell MCU’s services and develop lending business successfully. - Provide information on portfolio mortgage loan products that best meet the member’s individual needs and circumstances. - Recommend the structure of loan pricing, terms, and amounts for individual borrowers. - Recommend loan approval/denials, counteroffers, and deviations from typical loan structure and pricing. - Prepare loan documentation for underwriting and processing, ensuring it is complete and accurate. Manage loan closing process with customers. - Consult with members and the public about asset purchase, credit management, budgeting, debt restructuring, and financial planning issues. - Notify applicant of loan decision. Inform prospective borrowers of loan commitments. - Review regulations as they apply to installment loan security agreements. - Assist members with making payment arrangements on loans. - Interact with members and the public to solicit loan applications. Network with community contacts to promote mortgage loan business growth. - Partners with other staff by passing opportunities to develop additional lending and deposit business to them as opportunities arise and following up on mortgage leads passed from other employees. - Work successfully with other departments to ensure proper process, record retention, and information gathering best practices and procedures are followed. Duties and Responsibilities (continued): - Promote other Marine Enterprise products and services. - Provide exceptional member service to our members. - Abide by all applicable policies, procedures, and regulations. - Work proactively to build relationships necessary to meet set goals for the position. - Effectively assist members and the public through the loan application and approval process, educating them about loan issues as needed. - Effectively prepare loan documentation for processing, ensuring it is complete and accurate. - Assist in managing risk through diligence in the information gathering process. - Provide timely, service-oriented feedback to applicants regarding the status of their loans. - Perform assigned loan prospect and delinquency calls to assist in meeting goals for the position. - Have access to transportation on demand to be able to travel to client and vendor appointments out of office as needed. Knowledge, Skills, and Abilities: - Knowledge of the mortgage loan application process and consumer credit. - Ability to collate and analyze individual borrower financial information. - Evaluation of information, and ability to make recommendations regarding loan pricing, structure, amounts, and terms as appropriate. - Ability to recommend loan approvals, denial, and counteroffers based upon analysis of individual facts and circumstances. - Ability to build rapport, explaining product features & benefits, and persuasively communicate. - Skills in developing business. - Sound PC computing skills, including MS-Office and loan application software. - Strong problem-solving skills. Ability to build credibility and trust. - Previous consumer lending experience at Marine Credit Union preferred. Education and Experience: - High School Diploma. College Degree in Business Administration, Marketing, Sales, or Finance desired. - Prior experience gathering data, analyzing customer financial information, and making financial product recommendations. - Previous business development/networking experience. - Previous Mortgage/Consumer Lending, Banking, or Sales experience desired. - Experience building networks of community/industry contacts to support business goals a plus. - Experience working in a face-to-face customer service/sales environment. - A record of success in meeting set, external business goals. This position may include frequent driving; a driving record review is required. This job description is not a complete statement of all duties and responsibilities comprising this position.

Work from Home! Outbound phone sales position. Provide information on credit union products and services to members according to all credit union policies and procedures, and Federal and State rules and regulations. Collate and analyze individual financial information in support of loan decisioning process. Evaluate and recommend loan approvals, denials, counteroffers, loan modifications, and debt restructuring based upon individual circumstances and data. Process required forms and related documentation for consumer loan products. Partners to approve or deny loan applications within prescribed parameters. Promote credit union products and services. Major Duties and Responsibilities: - Make outbound calls to members to solicit loan applications. - Interview consumer loan applicants. Assist member in completing loan applications over the phone and/or electronically. - Collate, analyze, and evaluate information & documentation in support of loan applications. - Evaluate borrower Character, Collateral, Capacity to Repay, and Credit position as a part of loan decisioning process based upon individual circumstances. - Calculate debt-to-income ratios, collateral needs, and payment plans on consumer loan applicants. - Correspond with members, applicants, and creditors to resolve questions regarding application information. - Provide information on consumer loan products that best meet the member’s individual needs and circumstances. - Help recommend the structure of loan pricing, terms, and amounts for individual borrowers. - Recommend loan approval/denials, counter-offers, and deviations from conventional loan structure and pricing. Manage loan closing process with customers. - Consult with members and the public about asset purchase, credit management, budgeting, debt restructuring, and financial planning issues. - Notify applicant of loan decision. Inform prospective borrowers of loan commitments. - Review regulations as they apply to installment loan security agreements. - Expectations: - Provide exceptional member service to our members. - Abide by all applicable policies, procedures, and regulations. - Work proactively to build relationships necessary to meet set goals for the position. - Effectively assist members through the loan application and approval process, educating them about loan issues as needed. - Effectively prepare loan documentation for processing, ensuring it is complete and accurate. - Assist in managing risk through diligence in the information gathering process. - Provide timely, service-oriented feedback to applicants regarding the status of their loans. - Perform assigned loan prospect calls to assist in meeting goals for the position. **One or more years of sales experience preferred