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FINANCIAL SERVICES SPECIALIST
Job Title: FINANCIAL SERVICES SPECIALIST
Job Code: 0835
FLSA: N
Job Level: 08
Revised Date: 10/15/2002
Job Family: JF 03
Occupational Summary
Provide requested services for members in a timely manner in accordance with policies and procedures. Serve in the areas of the Call Center, Lending Department or Operations Department as assigned.
Work Performed
Provide accurate and detailed information to credit union members concerning credit union services and policies to include: shares, ARU, share drafts, certificates, IRA's, payroll deduction, loans, Visa, and automated teller machine cards.
Receive members in person or by telephone and greet members, and in turn, handle the transaction requested or direct them to the proper person. Insure that all requests for services by members are processed in a timely manner in accordance with credit union policies and procedures.
Cross-sell services of the credit union.
Operate and maintain a working knowledge of the data processing system as it relates to the daily operations of the credit union. This includes the ability to enter all transactions, deposits, withdrawals, and maintain accounts.
Conduct Loan interviews and, as authorized, approve and process loan applications in a timely manner in accordance with credit union policies and procedures and all applicable laws.
Obtain information from members for Consumer and Mortgage Applications. Process loan requests, analyze credit reports, prepare loan documents, disburse loan funds, and perform all other duties that are needed to assist in the loan approval process.
Underwrite and approve loans submitted through Credit Union Direct Lending (CUDL) and perform all other duties that are needed to assist in the loan approval process.
Provides in person or by telephone, detailed information concerning credit union services or policies.
Assist loan officer in obtaining information from members on applications; assist loan department with processing loan requests, pulling files and credit reports, preparation of loan documents and all functions necessary for loan approval.
Oversee Credit Union support programs including, ACH, ATM, payrolls, EFT, or Visa program and/or administer share draft program.
Ensure programs are in accordance with generally accepted accounting principles (GAAP) and credit union policy.
Ensure that data processing for support programs is efficient and effective and reporting of activities is in compliance with applicable laws.
Perform other related duties incidental to the work described herein.
The above statements describe the general nature and level of work being performed by individuals assigned to this classification. This is not intended to be an exhaustive list of all responsibilities and duties required of personnel so classified.
Required Qualifications at this Level
Education/Training
Work requires skills and knowledge normally acquired through a high school diploma or equivalent. Completing of all STAR courses required.
Experience
Work requires two years of experience in a financial institution with one year being credit union experience.
OR AN EQUIVALENT COMBINATION OF RELEVANT EDUCATION AND/OR EXPERIENCE
Skills
N/A
The intent of this job description is to provide a representative and level of the types of duties and responsibilities that will be required of positions given this title and shall not be construed as a declaration of the total of the specific duties and responsibilities of any particular position. Employees may be directed to perform job-related tasks other than those specifically presented in this description.
Duke University is an Affirmative Action/Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex, sexual orientation, or veteran status.
Duke aspires to create a community built on collaboration, innovation, creativity, and belonging. Our collective success depends on the robust exchange of ideas-an exchange that is best when the rich diversity of our perspectives, backgrounds, and experiences flourishes. To achieve this exchange, it is essential that all members of the community feel secure and welcome, that the contributions of all individuals are respected, and that all voices are heard. All members of our community have a responsibility to uphold these values.
Essential Physical Job Functions
Certain jobs at Duke University and Duke University Health System may include essential job functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.
