Kemba FCU Career Site

Loan Underwriter (Gahanna Corporate Office)

Fri, 20 Nov 2009 13:12:00 GMT

The Loan Underwriter is responsible for reviewing, analyzing approving and underwriting consumer requests and products within company and industry guidelines and is responsible for timely turnaround on applications from various origination channels as well as for performance of loans written.

Part-time Call Center Member Services Representative (Gahanna Corporate Office)

Tue, 27 Oct 2009 15:14:00 GMT

Objective:
The Call Center Member Services Representative will provide sales and service support for Member-based business. In doing so, the Associate will provide superior service on a compliant basis for all inbound/outbound Member activity that results from Member calls, e-mail and Internet activity.

Duties and Responsibilities:
• Professionally service Member activity associated with loan and deposit services:
a) Provide accurate information for all products and services, as well as the status of all Member accounts;
b) Open new membership and deposit accounts;
c) Originate loan applications for all consumer loans;
d) Assume primary ownership over all Member issues by accurately documenting, researching and resolving or escalating Member issues associated with any product or service;
e) Accurately document all requests for new membership, loans, deposit accounts and ancillary services;
f) Cross-sell alternative or additional services where they best fit the Member’s needs;
g) Provide basic financial services advice to Members that promotes their financial well-being.

• Provide a superior level of support for all MSRs and lending staff:
a) Perform consumer loan and deposit new account documentation and processing that will ensure the proper creation of Member accounts;
b) Assist in the development of competitive and/or Member information that will support sales initiatives;
c) Act as liaison for MSRs and lending staff as needed to ensure timely and quality Member service;
d) Assist other MSRs and lending staff based on work requirements.

• Meet or exceed all service and productivity goals established for this position.

• Maintain an up-to-date status of all sales support and processing activity with routine reporting to management.

• Perform other duties as required by Credit Union management.

• Develop an understanding of Credit Union history, philosophy, organization, policies and operational procedures.

• On a self-directed basis, continue to improve individual level of competency through training and certification on established educational programs.

• Must be able to relate to other people beyond giving and receiving instructions: (a) can get along with coworkers or peers without exhibiting behavioral extremes; (b) perform work activities requiring negotiating, instructing, supervising, persuading or speaking with others; and (c) respond appropriately to criticism from a supervisor.

Lending Specialist (Gahanna Corporate Office)

Fri, 23 Oct 2009 16:19:00 GMT

SCHEDULE (typically not to exceed 40 hours per week): Monday – Thursday, 8a – 5p; Friday 8a – 6p; once a week 10a - 7p; at least once a month 11a - 8p; one or two Saturdays a month, 9a – 1p

Objective:

The Lending Specialist is primarily responsible for originating loans, completing loan applications, following up with Members to ensure approved loans close, closing loans and identifying additional sales opportunities. The Lending Specialist will also provide sales training for branch associates and answer inbound Member calls.

Duties and Responsibilities:

Completes loan applications generated in-person or over the telephone.
Submits loan applications to the underwriter immediately upon completion.
Calls Members back with notification of a credit decision.
Makes suggestions on all loans forwarded to the underwriter; makes case for why loan should or should not be made.
Actively identifies additional sales opportunities and works with other Associates to secure the sales.
Makes outbound calls as needed and provides marketing material to originate business, follow up on pending applications and resolve Member issues.
Meets standards for credit life / credit disability sales.
Accurately maintains any needed reports / logs.
Coordinates closings and prepares loans for closing.
Provides input to Member Services Representatives regarding financial counseling to Members as needed.
Develops a working knowledge of Credit Union’s systems.
Performs other duties as required by Credit Union management.
Develops an understanding of Credit Union history, philosophy, organization, policies and operational procedures.
On a self-directed basis, continues to improve individual level of competency through training and certification on established educational programs.
Must be able to relate to other people beyond giving and receiving instructions: (a) can get along with coworkers or peers without exhibiting behavioral extremes; (b) perform work activities requiring negotiating, instructing, supervising, persuading or speaking with others; and (c) respond appropriately to criticism from a supervisor.

Financial Analyst (Gahanna Corporate Office)

Fri, 09 Oct 2009 16:18:00 GMT

Objective:

The Financial Analyst is responsible for participating in studies to improve the operational and financial effectiveness of the Credit Union, extracting financial data from various accounting and information systems, performing financial and cost accounting analysis of data and utilizing knowledge of the Credit Union’s financial accounting systems.

Duties and Responsibilities:

Assumes responsibility for the effective performance of Financial Analyst functions:

Assists in the analysis of financial data and extracts and defines relevant information; interprets data for the purpose of determining past financial performance and/or to project a financial probability;
Reviews costs and performs cost benefit analysis related to projects and/or programs;
Performs statistical, cost and financial analysis of data reported in the various financial systems;
Develops financial reports for forecasting, trending and results analysis;
Interprets financial transactions and events for users who must make economic or business decisions;
Uses various software applications, such as spreadsheets, relational databases, statistical packages and graphics packages to assemble, manipulate and/or format data and/or reports.

Assumes responsibility for the accurate and timely completion of financial records:

Records, classifies and summarizes financial transactions and events in accordance with generally accepted accounting principles;
Assists in the monthly accounting close, processing journal entries, reconciling General Ledger accounts and maintaining accounting schedules as well as monthly accounting reports;
Assists in the preparation of periodic financial presentations and reviews;
Performs other general accounting, reporting and financial analysis duties as required;
Assists in the completion of the annual and semi-annual budget.

Assumes responsibility for establishing and maintaining effective communication and coordination with area personnel and management:

Assists and supports Credit Union personnel as needed;
Keeps management informed of area activities and of any significant problems;
Attends and participates in meetings as required.

Assumes responsibility for maintaining effective business relations with vendors and other trade professionals:

Maintains and conveys the Credit Union’s professional reputation;
Provides assistance and acts as the Credit Union&rsquo

Business Development Officer (Gahanna Corporate Office)

Fri, 04 Sep 2009 15:56:00 GMT

Objective:

The Business Development Officer is responsible for researching, coordinating, implementing and managing the Select Employee Group (SEG) / Member Group Program and actively developing business contacts within the retail merchant community to expand the Credit Union's membership, commercial lending contracts, and product penetration (loan and deposit products). Additionally, the Business Development Officer responds to questions and / or provides information upon request from Members, processes requests / transactions as appropriate and assists Members and potential Members in understanding and utilizing Credit Union products and services.

Duties and Responsibilities:

Serves as chief liaison with the community and employee groups to promote active participation through regular, on-going sign-ups and public relations efforts in order to achieve increased name recognition.
Responsible for membership growth and service penetration for both consumer and business products based upon established monthly and quarterly performance goals.
Distributes updated materials and promotional handouts to staff, the community and employee groups.
Researches, identifies and acts on membership opportunities within the community by researching industries, demographics and calling on prospective new companies.
Researches, identifies, initiates and realizes commercial lending opportunities within the SEG community based upon established monthly and quarterly goals.
Assists in formulating and directing mailings to targeted businesses and community organizations, promoting the advantages of extending Credit Union membership to their employees, and works with the Marketing Department to design and produce recruitment pieces, brochures, inserts (payroll stuffers) and promotional items.
Manages annual SEG Rep Survey, including the compilation of all results into SEG Manager.
Develops and delivers presentations to the community / employee groups.
Represents KEMBA at community and professional functions, helps facilitate the Credit Union's public relations efforts, ensures that the community is aware of Credit Union activities and promotes the Credit Union to the community.
Coordinates and tracks branch managers' business development efforts in conjunction with the Vice President of Sales and Member Service and the Vice President of Business Development. Provides additional sales and performance coaching where necessary.
Organizes and facilitates Credit Union orientation and registration for prospe

General Resumes (Gahanna Corporate Office)

Wed, 18 Jun 2008 07:40:00 GMT