Vaco - Chillicothe, OH

posted 4 months ago

Full-time - Mid Level
Chillicothe, OH
Administrative and Support Services

About the position

The Loan Officer position at Vaco in Chillicothe, OH, is a senior-level role that requires a high degree of professionalism and respect in all job duties. The individual in this position will assist and support Financial Services Representatives (FSR) staff and may serve as a backup to the existing Branch Manager for financial and member services matters. This role is expected to operate in a lead capacity, necessitating a solid understanding of HCU principles, support, and analytical skills. The Loan Officer will be responsible for completing data forms and entering indicative information into the computer system for opening member accounts and processing loan requests. The Loan Officer will interact with members both in person and over the phone, handling loan applications, account balances, transfers, and consultations as needed. This includes changing, adding, and deleting names on accounts and completing all applicable forms. The position requires presenting loan applications for approval through the lending matrix system or making credit decisions within the existing loan policy manual. Upon approval, the Loan Officer will issue loans and complete necessary documentation. Additionally, this role requires a comprehensive understanding of teller and front office cash services. The Loan Officer may serve in the Head Teller capacity, maintaining accurate vault cash and traveler check inventory records, and must be familiar with Teller Operations Policy Statement and Cash and Currency Operations Policy Statement. Responsibilities also include processing check decisions, approving or denying checks for teller operations, and performing maintenance on VISA and ATM accounts. The Loan Officer will assist in issuing TDI forms, taking stop payment orders, and wire transfers, as well as controlling entry to safety deposit boxes and managing direct deposit and ACH entries. The Loan Officer must communicate effectively and professionally to resolve member problems and complaints. In collaboration with the branch manager, this position may assist in evaluating employee performance, recommending promotions, reassignments, and other personnel functions, while also providing training and assistance to employees in a supervisory role. The Loan Officer is expected to ensure that the branch maintains a favorable image, reflecting a secure financial institution that prioritizes safety, confidentiality, and member satisfaction. This position may require travel to other branch offices as needed, and the Loan Officer will perform other duties as assigned by the direct manager or senior staff based on business needs.

Responsibilities

  • Assist and support FSR staff and serve as backup to the Branch Manager for financial and member services matters.
  • Complete data forms and enter information into the computer system for opening member accounts and taking loan requests.
  • Receive members in person and over the phone for loan applications, balances, transfers, and consultations.
  • Change, add, and delete names on accounts and complete all applicable forms.
  • Present loan applications for approval through the lending matrix system or make credit decisions within existing loan policy manual.
  • Issue loans upon approval of applications and completion of necessary loan documents.
  • Maintain accurate vault cash and traveler check inventory records as Head Teller.
  • Process check decisions and approve, hold, or deny checks for teller operations.
  • Perform maintenance on VISA and ATM accounts as needed.
  • Assist in issuing TDI forms, taking stop payment orders, and wire transfers.
  • Control entry to safety deposit boxes and manage direct deposit and ACH entries.
  • Communicate professionally to resolve member problems and complaints.
  • Assist in evaluating employee performance and recommend promotions or reassignments.
  • Provide training and assistance to employees in a supervisory role.
  • Ensure the branch maintains a favorable image and provides a pleasant atmosphere for members.
  • Travel to other branch offices as needed and perform other duties as assigned.

Requirements

  • Associate's degree or equivalent from two years college or technical school.
  • 3 - 5+ years related experience, or equivalent combination of education and experience required.
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