Prepares, researches, inquires, and gathers supporting information as well as documentation on approved loan applications to expedite loan processing and disbursement. Contact Member as appropriate to obtain additional information or documents as needed. Scan any loan documents, contracts or other appropriate documents required Tracking, uploading, and processing required

Secure membership by providing over the phone assistance and resolve issues, and questions in the Contact Center Provides assistance to members and resolves member issues regarding accounts Researches and obtains solutions to member issues, questions or complaints Opens accounts for existing and potential new members Processes wire transfers and other tasks as needed Assi

Assists the Credit Union and Accounting Department by ensuring compliance with general accounting principles and adherence to governing rules and regulations by compiling and analyzing data and timely and accurate reporting. Reviews, reconciles, and posts activity to the general ledger Prepares daily, monthly, and quarterly reports Backs up other departmental staff as nec

Sells commercial loan products to prospects in an effort to meet or exceed annual production goal standards set for a Relationship Manager Submit call reports to AVP of Commercial Lending as needed or required Cross sells additional Suffolk Credit Union business and non business services as appropriate Presents business loan credit memos to the credit union's Management L

Analyze financial data related to loan requests. Evaluate loan documents to ensure accuracy and completeness. Perform risk assessments on potential loan recipients based on credit rating, borrowing history, and other specific factors risk. Ensure Secondary Market Guidelines are met, or appropriate loan exception procedures are met. Record loan denials and specific basis f

Deliver stellar member service levels to all current and prospective members Exhibit knowledge of all Credit Union products and services and maintain the ability to educate, inform and demonstrate benefits of SCU membership, while identifying and seizing acquisition, retention and cross sell opportunities Ensure requests, complaints, and/or issues are researched and resol

Deliver stellar member service levels to all current and prospective members Exhibit knowledge of all Credit Union products and services and maintain the ability to educate, inform and demonstrate benefits of SCU membership, while identifying and seizing acquisition, retention and cross sell opportunities Ensure requests, complaints, and/or issues are researched and resol

Deliver stellar member service levels to all current and prospective members Exhibit knowledge of all Credit Union products and services and maintain the ability to educate, inform and demonstrate benefits of SCU membership, while identifying and seizing acquisition, retention and cross sell opportunities Ensure requests, complaints, and/or issues are researched and resol

Deliver stellar member service levels to all current and prospective members Exhibit knowledge of all Credit Union products and services and maintain the ability to educate, inform and demonstrate benefits of SCU membership, while identifying and seizing acquisition, retention and cross sell opportunities Ensure requests, complaints, and/or issues are researched and resol

Secure membership by providing over the phone assistance and resolve issues, and questions in the Contact Center Provides assistance to members and resolves member issues regarding accounts Researches and obtains solutions to member issues, questions or complaints Opens accounts for existing and potential new members Processes wire transfers and other tasks as needed Assi

Deliver stellar member service levels to all current and prospective members Exhibit knowledge of all Credit Union products and services and maintain the ability to educate, inform and demonstrate benefits of SCU membership, while identifying and seizing acquisition, retention and cross sell opportunities Ensure requests, complaints, and/or issues are researched and resol

Deliver stellar member service levels to all current and prospective members Exhibit knowledge of all Credit Union products and services and maintain the ability to educate, inform and demonstrate benefits of SCU membership, while identifying and seizing acquisition, retention and cross sell opportunities Ensure requests, complaints, and/or issues are researched and resol

Monitors federal and state regulations and compliance trends regarding the Bank Secrecy Act (BSA), fraud, and legalized cannabis, and analyses how changes and trends may affect the Credit Union. Also, identifies and recommends actions to reduce risk while remaining compliant. Assists the BSA Manager in administration the Credit Union's anti money laundering program. Assis

Responsible for promoting the sales and service culture and administration and efficient daily operation of a full service branch office, including operations, compliance, lending, product sales, member service, and security and safety. Oversees all branch employees through effective organizing, coaching, scheduling, counseling, appraising, and hiring and/or terminating,

Cultivate strong relationships with members by consistently using the prescribed sales process. Sell effectively by establishing relationships with members, finding their needs, and then offering appropriate solutions in a compelling way so the customer sees the value, understands the features and benefits, and purchased the solution. Build customer loyalty by providing a