Credit Union:
TAPCO

Type: Staff

Contact: Rose Gallegos
Email: [email protected]
Phone: (253) 565-9895

Closing: 12/31/2019

Job Description:

Position Responsibilities

  • Greets and welcomes members to the credit union in a professional manner providing prompt, excellent service and accurate member transactions.
  • Opens new member accounts, certificate of deposits, IRAs and HSA accounts.
  • Processes plastic cards, opens/closes safety deposit boxes and processes stop payments as needed.
  • Receives and processes applications for consumer and mortgage loans. Meets with applicants, explains credit policies, provides guidance and verifies application data and credit criteria.
  • Understands and sells GAP, mechanical warranties and payment protections plans.
  • Assists member with paying and receiving transactions including, but not limited to, deposits, withdrawals, transfers, cash advances, travel cards, gift cards, money orders, cashier’s checks, checks and loan payments.
  • Balance cash drawer at end of business day and researches and resolves discrepancies.
  • Handles cash and checks within set limits and places holds when needed.
  • Performs drive-up functions and night drop duties as assigned.
  • May have opening and closing responsibilities.
  • Maintains an up-to-date knowledge on all credit union products and services.
  • Maintains an up-to-date knowledge of and adheres to the requirements of all related policies, procedures, rules and regulations required for position.
  • Registers and maintains registration as a Mortgage Loan Originator with the Nationwide Mortgage Licensing System and Registry.
  • Promotes, explains and cross-sells TAPCO services and products.
  • Models a high level of member service and professional demeanor and appearance.
  • Assumes responsibility for other duties as required or assigned.

Education/Experience Required:

Position Qualifications

Minimum Qualifications:

  • High School diploma, or equivalent.
  • 6 months experience as a MSR 2 or equivalent experience as a service rep and consumer loan originator in a financial institution.
  • Registered NMLS.
  • Ability to perform basic math calculations (addition, subtraction, multiplication, division, percentages).
  • High level of member service and good verbal communication skills.
  • Professional appearance, dress and attitude.
  • Ability to use related computer software, Microsoft Office products and business equipment, including adding machine, copy machine, coin and money counting machines.
  • Flexibility is necessary as an employee’s job responsibilities may change at any time during employment.

Additional Comments:

Preferred Qualifications

  • Understanding of credit union policies and procedures.
  • Working knowledge of consumer and mortgage lending processing, practices and regulations.

    Position Working Conditions

    • The work environment is an office setting  
    • Movements frequently and regularly required using the wrists, hands and/or fingers
    • Frequently required to sit and stand for longer periods of time