To direct and coordinate the activities of the Loan Officers of Cardinal Credit Union and aiding the Branch Manager in ensuring the branch meets organizational financial, operational, service, and growth plan. Answers questions, and resolves more complex problems. Ensures that members are promptly and professional served. Actively participates in Cardinal’s Superior Sales & Service Program. Creates and monitors schedules. Performs specific assigned jobs including various clerical and receptionist functions, and assist other Loan Officers with duties that are required as needed. Assist in coaching and mentoring of Loan Officers.
- Assumes responsibility that all Loan Officers are performing and are in accordance with established polices and standards. Ensures that all security procedures are followed.
- Answers questions, solves problems, and assists with complex transaction and or sensitive member relations problems. Explains policies and procedures to members. Makes judgments for Loan Officers (within limits of authority) pertaining to polices that CCU has in place.
- Assists with account opening and or closing procedures. Oversees and monitors employee schedules. Assign and assist in all staff cross training in all areas of meeting the members and branch needs. Assumes responsibility for ensuring and effectively performing member service functions.
- Performs file maintenance and account changes as needed. Actively participates in Cardinal’s Superior Sales & Service Program. Meets MR Goals. Provides leadership and support. Keeps Management informed of area activities and of any significant problems. Provides suggestions for improved service or time saving ideas. Attends meetings as required.