Business Service Representative
San Diego County Credit Union - San Diego, CA

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Provide quality member service consistent with Credit Union standards; respond to member and staff inquiries on the phone and in person.
  • Provide sales and support functions for business service products to all credit union departments.
  • Prepare documentation for business savings and loan products.
  • Prepare documentation for business savings and all loan products. May meet with members at branch locations and assist with the signing of loan documents.
  • Interface with members to determine financial needs and aid in selecting appropriate products and services.
  • Act as liaison between borrowers, brokers, appraisers, escrow and title company representatives.
  • Assist business borrowers in obtaining business loans and additional services.
  • Perform loan audits and prepare loan files for filming.
  • Provide notary service.
  • Participate in AML/BSA compliance training as assigned. Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures.
  • College degree or equivalent work experience.
  • 1 - 3 years lending experience including installment, commercial, and real estate loans.
  • Strong verbal, written, analytical and human relations skills.
  • Ability to interface with Credit Union staff and outside representatives at all levels.
  • Working knowledge of personal computers, including word processing and spreadsheet applications.

  • Minimum Requirements:

    Shift Type:
    Full Time (40)

    Administrative Office

    Special Instructions:

    About this company
    24 reviews
    San Diego County Credit Union was founded on the principle that people come first and profits second. This forward-thinking approach in the...