mortgage banker

Yubi

<p><span><b>Key Responsibilities:</b></span></p>
<div><span> </span></div>
<ol>
 <li><p><span>Strategic Leadership:</span><span> Develop and execute a comprehensive strategy for the mortgage vertical, aligning with Yubi s overall business goals and objectives. Formulate and implement long-term plans to drive growth, profitability, and market dominance in the UAE mortgage sector.</span></p></li>
 <li><p><span>P&amp;L and AOP Management: </span><span>Take ownership of the entire P&amp;L and AOP for the mortgage vertical, ensuring financial targets are met or exceeded. Analyze financial performance, identify opportunities for optimization, and implement strategies to enhance profitability and operational efficiency.</span></p></li>
 <li><p><span>Product Development and Innovation:</span><span> Collaborate with cross-functional teams to design and develop innovative mortgage products and services that cater to the evolving needs of retail and commercial customers. Leverage technology to streamline processes, enhance customer experience, and drive competitive advantage.</span></p></li>
 <li><p><span>Partnerships and Ecosystem Development: </span><span>Establish and nurture strategic partnerships with key stakeholders, including real estate developers, brokers, aggregators, and other industry players. Foster an ecosystem that facilitates seamless integration and collaboration, driving business growth and customer acquisition.</span></p></li>
 <li><p><span>Technology Integration and Enablement:</span><span> Work closely with technology teams to build a cutting-edge, technology-centric mortgage business. Ensure the adoption of advanced technologies, such as AI, data analytics, and automation, to enhance operational efficiency, risk management, and customer experience. Champion a digital-first approach and drive the development of innovative technology solutions tailored for the mortgage industry.</span></p></li>
 <li><p><span>Channel Management:</span><span> Oversee and optimize multiple distribution channels, including direct sales, broker networks, real estate partnerships, and aggregation platforms. Develop and implement channel-specific strategies to maximize reach, customer acquisition, and market penetration.</span></p></li>
 <li><p><span>Talent Management and Leadership:</span><span> Build and lead a high-performing team of mortgage professionals, fostering a culture of innovation, collaboration, and excellence. Attract, develop, and retain top talent to drive the growth and success of the mortgage vertical.</span></p></li>
 <li><p><span>Regulatory Compliance: </span><span>Ensure strict adherence to all relevant laws, regulations, and industry standards governing the mortgage industry in the UAE. Implement robust compliance frameworks and risk management protocols to mitigate legal and operational risks.</span></p></li>
</ol>

Head of Mortgage (Retail and Commercial)

<p><b>Key Responsibilities:</b></p> <ul> <li> <p><b>Sales and Business Development:</b></p> <ul> <li> <p>Meet and exceed monthly sales targets for retail mortgage products.</p> </li> <li> <p>Identify and pursue new business opportunities to expand the sales pipeline.</p> </li> <li> <p>Engage in direct sales of home loans and mortgages to prospective clients.</p> </li> <li> <p>Develop and maintain long-term relationships with clients to encourage repeat business.</p> </li> </ul> </li> <li> <p><b>Collaboration and Reporting:</b></p> <ul> <li> <p>Collaborate closely with sales leaders to align on strategies and share insights.</p> </li> <li> <p>Provide timely and accurate reports on sales activities and performance metrics.</p> </li> </ul> </li> <li> <p><b>Customer Service and Compliance:</b></p> <ul> <li> <p>Maintain high standards of customer service to foster client satisfaction and loyalty.</p></li> <li> <p>Ensure compliance with all relevant rules and policies, maintaining a low ratio of discrepancies.</p> </li> </ul> </li> </ul> <p><b>Skills and Experience:</b></p> <ul> <li> <p>Proficiency in Arabic is essential </p> </li> <li> <p>Strong ability to identify, develop, and close sales opportunities.</p> </li> <li> <p>Excellent communication and interpersonal skills to engage with new effectively and existing clients.</p> </li> <li> <p>Ability to work independently and as part of a mobile sales team.</p> </li> <li> <p>A proactive approach with excellent problem-solving abilities.</p> </li> </ul>

Business Development Manager - Retail Mortgages

Franklin Loan Center

<p>Franklin Loan Center's branch location in Rancho Cucamonga, CA seeks NMLS CA licensed residential Mortgage Loan Officers that are purchased-focused. You may work remotely from your home but also available to meet with borrowers at any of our California branch locations as needed. Individual compensation is commission-based, and we offer a lucrative generous compensation plan.</p><p><b>Are You:</b></p><p>A NMLS licensed Mortgage Loan Officer who is ready to scale from 0&ndash;1 monthly closings to 5+ per month?</p><p><b>Do You Have:</b></p><ul><li>An active NMLS MLO license (in good standing)</li><li>Current fundings of 0&ndash;3 purchase loans per month</li><li>A strong desire to double (or triple) your production. It's possible in today's market!</li><li>Outstanding service-oriented communication &amp; follow-up skills</li></ul><p><b>The Ideal Candidate:</b></p><ul><li>Wants a lead-driven system to hit 5+ closings per month consistently</li><li>Desires purchase-focused mortgage loans (we&rsquo;ll help you dominate refi's later)</li><li>Must be friendly, coachable, dedicated and hardworking</li></ul><p><b>What Franklin Provides:</b></p><p>We are a high-growth residential mortgage lender aggressively expanding our purchase-money pipeline and we want to help you take care of pre-qualified agent referral leads delivered daily by:</p><ul><li>Daily coaching and accountability</li><li>Program-matched Realtor introductions</li><li>AI based programs designed to grow your Realtor Database</li><li>In-house processing, underwriting, and closing support</li><li>Marketing &amp; CRM tools to convert and track every lead</li><li>Dedicated purchase-focused training and mentorship</li></ul><p><b>Why Join Us:</b></p><p>Top performers last quarter averaged <b>7.3 fundings per month</b> using our leads + system.</p><p>Franklin Loan Center is a well-known and respected independent mortgage banker and employer in Palm Desert, the entire Coachella Valley and state of California and beyond. We have proudly served our borrowers for over 35 years, and we currently operate in 29 states. Our in-house operations&mdash;from processing and underwriting to docs and funding ensure a seamless loan process. Our modern tech platforms and broad product offerings (conventional, non-conventional, and non-QM loans) allow us to provide tailored solutions with speed and precision.</p><p>At Franklin, &ldquo;we treat your loan like it's our own&trade;&rdquo;</p><p>Franklin Loan Center is an Equal Opportunity Employer</p><p>Principles Only</p><p>Job Type: Full-time</p><p>Pay: $600.00 - $150,000.00 per year</p><p>Benefits:</p><ul><li>401(k)</li><li>401(k) matching</li><li>Flexible schedule</li><li>Work from home</li></ul><p>Application Question(s):</p><ul><li>Are you able to meet borrowers at one of our California branch office locations as needed?</li></ul><p>License/Certification:</p><ul><li>active DFPI and/or DRE MLO license under NMLS (Required)</li></ul><p>Work Location: Remote</p>

Mortgage Loan Officers

AmeriCU Credit Union

<div><div><b>Mortgage Loan Officer - External Mortgage Sales</b></div>
<div>Sign on Bonus!</div>
<div>Location: Plattsburgh, NY</div>
<div><div><div>Base Rate compensation structure:</div>
<div>First 180 days: $25.00/hour +commissions total earning potential of $100,000+ annually as long as performance expectations are met.</div>
<div>Thereafter: commissions only</div>
</div>
</div><div></div><div><div><b>Who Are We?</b></div>
<div>AmeriCU is a not-for-profit credit union based in Rome, NY with assets in excess of $2.7 Billion and serving a membership base of over 170,000 members across Central New York, the United States, and beyond.<b> For 75 years we have been committed to our members, our employees, and our communities.</b> In 2025, we were once again recognized as one of the Best Companies to Work for in New York State and recognized by American Banker as one of the best credit unions in the United States to work for, ranking 38th nationwide!</div>
<div></div><div><div><b>The Position:</b></div>
<div>AmeriCU Credit Union is in search of a <b>Mortgage Loan Officer</b> who aligns directly with our mission to provide our members with the right financial services to live life, dream big, and achieve financial success, and our vision to be the most admired organization in every community we serve. As a <b>Mortgage Loan Officer</b>, you will work with the membership and collaboratively with the Mortgage Sales team to provide our members with the right products &amp; services to meet their needs. A <b>Mortgage Loan Officer</b> should provide exceptional member service by maintaining thorough knowledge of lending programs, policies, procedures and regulatory requirements, demonstrating a commitment to professional ethics, complying with all Federal and state compliance policies and adhering to Home Mortgage Disclosure Act (HDMA) guidelines.</div>
<div></div><div><b>Key </b><b>responsibilities</b><b> </b><b>include</b><b>:</b></div>
<div><h3 class="jobSectionHeader"><b>Business Development &amp; Networking</b></h3>
<ul><li>Proactively conduct outside sales calls to generate new business opportunities.</li>
<li>Build and maintain relationships with realtors, builders, developers, and consumer networking groups.</li>
<li>Personally engage with referral sources through meetings, community events, and business functions.</li>
<li>Cultivate and sustain recurring referral channels to support ongoing mortgage loan production and meet established performance goals.</li>
</ul><h3 class="jobSectionHeader"><b>Member Consultation &amp; Service</b></h3>
<ul><li>Consult with members to identify mortgage solutions that best fit their financial needs.</li>
<li>Deliver expert guidance and exceptional service to both current and prospective members seeking residential mortgage information.</li>
</ul><h3 class="jobSectionHeader"><b>Loan Application &amp; Credit Assessment</b></h3>
<ul><li>Interview applicants to gather detailed financial information, including income, goals, and credit history, to assess loan eligibility.</li>
<li>Analyze financial and credit data to determine creditworthiness.</li>
<li>Accurately enter application details into point-of-sale origination software.</li>
<li>Guide members through the application process, addressing questions and providing counseling on available mortgage programs.</li>
<li>Request and collect any additional documentation needed to complete the loan application package prior to processing.</li>
</ul>
</div></div></div><div></div><div><div><b>Come grow with us!</b></div>
<div>Whether you are just starting out or have been working in your field already, we offer opportunities for growth and advancement. It is our goal to hire employees who will provide exceptional service to our members and who value giving back and supporting the communities we serve. In addition, we offer the following benefits:</div>
<div></div><div>Competitive rates on our Medical, Dental and Vision plans</div>
<div>Generous contribution to your Health Savings Account, if you choose to enroll in one of AmeriCU&rsquo;s High Deductible Health plans</div>
<div>Paid Holidays</div>
<div>Paid Time off &ndash; Vacation, Personal or Sick and Birthday</div>
<div>Employee Appreciation Events</div>
<div>401(k) Matching after 1 year of employment</div>
<div>Employee Assistance Program</div>
<div>Tuition Reimbursement for Full-time employees after 1 year of employment</div>
<div>Life Insurance &amp; Accidental Death &amp; Dismemberment Insurance, free to all Full-time employees</div>
<div>Enhanced Short Term Disability &ndash; at no cost to you!</div>
<div></div><div><b>Get to know us more by clicking on the links below. See why YOU should choose AmeriCU!</b></div>
<div>https://www.americu.org/in-our-community/</div>
<div>https://www.americu.org/why-americu/</div></div></div>

Mortgage Loan Officer

Fifth Third Bank

<div><div>Make banking a Fifth Third better&reg;<br>
We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.</div><div></div><div>
GENERAL FUNCTION:</div><div>
Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales &amp; Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff.</div><div></div><div>
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.</div><div></div><div>
ESSENTIAL DUTIES AND RESPONSIBILITIES:</div><ul><li>
Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.</li><li>
Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.</li><li>
Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.</li><li>
Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.</li><li>
Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.</li><li>
Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&amp;L.</li><li>
Provide guidance to CSRs with respect to the sales and referral process.</li><li>
Promote customer satisfaction with a friendly, helpful demeanor and professionalism.</li><li>
Act with confidence by answering customer questions and owning customer issues.</li><li>
Maintain a position of trust and responsibility by keeping all business confidential.</li><li>
Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.</li><li>
Adhere to established policies and procedures while opening/servicing the full range of Retail products.</li><li>
Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.</li><li>
Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.</li><li>
Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.</li></ul><div></div><div>
SUPERVISORY RESPONSIBILITIES:</div><div>
None.</div><div></div><div>
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:</div><ul><li>
College degree or work experience providing transferrable skills, or, combination of education and experience.</li><li>
Experience in the financial industry preferred.</li><li>
Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers.</li><li>
Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.</li><li>
Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.</li><li>
Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions.</li><li>
This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.</li></ul><div></div><div>
WORKING CONDITIONS:</div><ul><li>
Normal office environment.</li><li>
Extending viewing of computer screens.</li><li>
This program will require the ability to travel within the affiliate for training as well as scheduling flexibility.</li><li>
Travel outside of the affiliate will be required for various classroom training sessions.</li></ul><div></div>
Personal Banker Associate I - Wheaton, IL - Full Time<div></div>
Total Base Pay Range 41,600.00 - 66,600.00 USD Annual<div></div><div>
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.</div><div></div><div>
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.</div><div></div><div>
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: <div>https://www.53.com/content/fifth-third/en/careers/benefits.html</div> and by consulting with your talent acquisition partner.</div><div></div>
LOCATION - Wheaton, Illinois 60187<div></div><div>
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes &ndash; no matter how they are submitted &ndash; will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.</div><div></div><div>
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.</div></div><div></div>

Personal Banker Associate I - Wheaton, IL - Full Time

Horizon Bank

<div><b>Job Overview</b><p><br>
The Universal Banker Supervisor will support the operations of the Universal Banker team as delegated by management, and solve complex issues related to customer transactions. Serve as trainer/mentor to new hires; provide ongoing coaching/training to advisors. Perform regular Universal Banker duties in conjunction with supervisory responsibilities.</p>
<p>
Process customer transactions and new account opening timely, efficiently, and accurately. Complete customer initiated account maintenance and all other tasks associated with customer requests. Originate new deposit accounts and consumer loans. Responsible for initiating, enhancing and maintaining customer relationships by providing Exceptional Service and Sensible Advice. Able to probe for information regarding customer&rsquo;s needs and provide effective solutions. Must demonstrate a high of degree initiative and leadership and mastery of bank products and services, taking responsibility to keep up-to-date on changes.</p>
<p>
Universal Banker Supervisor generally has 3+ years of banking experience or professional sales experience in a service-oriented environment.</p><b><br>
Principal Accountabilities</b><p><br>
Provide on-site supervision to enhance a positive teamwork environment, focusing on Universal Banker activities, management directives and branch goals. Solve complex issues related to customer transactions. Serve as trainer/mentor to new hires; provide ongoing coaching/training to advisors. Perform regular Universal Banker duties in conjunction with supervisory responsibilities.</p>
<p>
Represent the Bank to the customer in a courteous, professional manner in face-to-face and telephone communications. Provides timely, efficient, and accurate service in processing transactions in accordance with all regulations, policies and procedures. Maintain expert knowledge of bank processes, products and services, as well as banking regulations including Bank Secrecy Act (BSA). Develop and enhance customer relationships to identify cross selling and referral opportunities. Actively protect confidentiality of customer and account information. Demonstrate Horizon Bank&rsquo;s commitment to the communities in which we serve through support of local organizations and events.</p><b><br>
Duties</b><br>
<ul>
<li>Supervise Universal Banker activities based on management objectives and branch goals.</li>
<li>Display a high degree of initiative and influence others to deliver excellent customer experience, both internal and external.</li>
<li>Ability to solve complex issues related to transaction processing, new account opening and maintenance and customer needs.</li>
<li>Train and mentor new hires; provide ongoing training to advisors.</li>
<li>Approve system over-rides.</li>
<li>Responsible for proof operations.</li>
<li>Process customer transactions, customer initiated account maintenance and all other tasks associated with customer requests.</li>
<li>Report suspicious transactions or unusual occurrences to supervisor.</li>
<li>Complete customer initiated account maintenance and all other tasks associated with customer requests.</li>
<li>Recommend bank products and services to meet customer&rsquo;s changing needs.</li>
<li>Train on vault responsibilities for management of cash inventories</li>
<li>Efficiently gather customer information, identify financial needs, and educate customer on products and services. Recommend products based on the customer&rsquo;s needs.</li>
<li>Originate new deposit accounts including checking, savings, ATM/Debit Cards, money market, CDs, IRAs and commercial accounts.</li>
<li>Originate and provide advice on consumer loan products including personal loans, installment loans, home equity loans and lines of credit.</li>
<li>Originate business deposit accounts, associated services and refer additional products and service to Treasury Management or Business Banker.</li>
<li>Process basic life events including distribution of customers&rsquo; estates to beneficiaries from any deposit account. Recommend referrals to trust department when appropriate.</li>
<li>Educate customers on digital banking services and encourage electronic banking and e-statement adoption.</li>
<li>Develop long-standing relationships with customers by providing Exceptional Service and Sensible Advice through knowledge of bank products and services such as business, commercial and mortgage lending as well as trust services.</li>
<li>Participate in all office marketing and sales projects and promotions.</li>
<li>Partner with branch advisors to uncover customer needs and cross-sell opportunities.</li>
<li>Effectively use risk management tools to mitigate risk and minimize exposure to loss. Report unusual activity following established procedures.</li>
<li>Maintain established controls such as identification procedures, check holds, and all other pertinent verification necessary to transact business.</li>
<li>Promptly address customer questions and concerns through investigation. Report to management to formulate corrective action.</li>
<li>Conduct and document periodic risk reviews and run reports as needed.</li>
<li>Perform all work in compliance with established regulations, policies, and established procedures.</li>
<li>Maintain customer privacy and protect bank operations by keeping information private and confidential.</li>
<li>Participate in ongoing skill, sales training, compliance, risk management and security training as required for the position and apply knowledge in daily tasks.</li>
<li>Other duties as assigned.</li>
</ul><br>
<b>Qualifications &amp; Skills</b><br>
<ul>
<li>High school diploma or equivalent</li>
<li>3+ years of experience as a Universal Banker or the equivalent preferred; supervisory experience preferred.</li>
<li>Must successfully complete consumer lending training and consistently demonstrate the required level of mastery of the lending products and processes.</li>
<li>Strong sales initiative and ability to develop ongoing customer relationships.</li>
<li>Present a professional image and communicate effectively with the public, co-workers, management, customers and others in a courteous, positive and professional manner.</li>
<li>Ability to read, process, understand and apply written training material content to daily activity.</li>
<li>Ability to follow detailed instructions and a wide range of procedures requiring sound judgment.</li>
<li>Ability to perform basic mathematical computations using various business machines and/or computers.</li>
<li>Must have proficient typing and computer skills.</li>
</ul><br>
<b>Core Competencies</b><br>
<div>
<div><div><div><ul><li>Adaptability &amp; Flexibility</li>
</ul>
</div><div><ul><li>Prospecting and Referring</li></ul><br>
</div>
</div><br>
<div><div><ul><li>Educating Others</li>
</ul>
</div><div><ul><li>Teamwork</li></ul><br>
</div>
</div><br>
<div><div><ul><li>Problem Solving</li>
</ul>
</div><div><ul><li>Risk Assessment</li>
</ul>
</div></div><br>
</div></div><br>
<b>Physical Requirements</b><p><br>
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions in compliance with the Americans with Disabilities Act (ADA).</p>
<div>
<div><div><div><p>Physical Demand:</p></div><div><br>
<p>
Percentage of Time:</p></div></div><div><br>
<div>
<p>Communicate with customers, advisors and managers regarding banking transactions and issues. Able to exchange accurate information with others.</p></div><div><br>
<p>
90-100%</p></div></div><div><br>
<div>
<p>Able to verify authenticity of financial instruments, forms, documents and signatures. Able to verify identity of customers, vendors and service providers.</p>
<p>
Able to observe actions of others to ensure safety and security of the facility.</p></div><div><br>
<p>
 90-100%</p></div></div><div><br>
<div>
<p>Constantly operate a computer and other office machinery such as calculator, copy machine, printer and telephone.</p></div><div><br>
<p>
90-100%</p></div></div><div><br>
<div>
<p>Able to remain in upright stationary position at counter height of approximately 48&rdquo; for long periods of time.</p></div><div><br>
<p>
50-75%</p></div></div><div><br>
<div>
<p>Able to grasp, move and sort forms and papers.</p></div><div><br>
<p>
90- 100%</p></div></div><div><br>
<div>
<p>Regularly move about the branch to access teller line, file cabinets, storage drawers and various office equipment, such as cash counters and printers.</p></div><div><br>
<p>
 75-100%</p></div></div><div><br>
<div>
<p>Occasionally position self to reach heights between floor and 6&rsquo;.</p></div><div><br>
<p>
&lt;25%</p></div></div><div><br>
<div>
<p>Must be able to lift up to 50 pounds at a time.</p></div><div><br>
<p>
&lt;5%</p>
</div>
</div><br>
</div></div><p><b>Horizon Bank is a proud Equal Opportunity Employer | Disability | Veteran Employer.</b></p><br>
<p></p>
<p><b>
#LI-DNI</b></p><br>
Job Reference: HRN01898</div>

Universal Banker Supervisor

D.L. Evans Bank

<div><h2 class="jobSectionHeader"><b>Job Description</b></h2><p>
The Personal Banker is responsible for acquiring new consumer and small business customers and expanding relationships with existing customers. He or she serves as a proactive member of the branch team as the initial sales and service contact for new and existing customers. The Personal Banker recognizes complex product and financial services opportunities as well as refers to Investment Services, the Residential Mortgage Lending Department, and commercial banking to help customers achieve their financial goals and the team to achieve business goals. He or she serves as a backup-teller and performs a variety of functions in paying and receiving as well as serving as a backup-loan assistant performing a variety of functions in preparing and filing documents, tracking insurance, maintaining loans as needed, and reviewing loan applications to verify completeness.</p><p><b>
Qualifications</b></p><ul><li>
Must be at least 18 years old</li><li>
High school diploma or GED required</li><li>
Customer service experience, including cash handling, required</li><li>
Banking experience preferred</li><li>
Knowledge of bank operations, policies, and procedures preferred</li><li>
Able to operate related computer applications and business equipment, including adding machine, typewriter, copy machine, coin and money counting machines, telephone, scanner, and branch capture machine</li><li>
Professional appearance, dress, and attitude</li></ul><p><b><br>
Responsibilities</b></p><ul><li>
Represents the Bank in a courteous and professional manner</li><li>
Verifies transactions, monitors deposit amounts, examines documents for proper endorsement and negotiability, and detects and resolves discrepancies promptly</li><li>
Maintains security of assigned work area, places cash in teller drawer, and locks all drawers when leaving work area</li><li>
Ensures that customers' requests and questions are promptly resolved</li><li>
Maintains privacy of customer account information</li><li>
Directs calls to appropriate person/department as necessary and records and relays messages as appropriate</li><li>
Performs file maintenance and account changes as needed, such as address changes, etc., and stays up to date on pending documentation, such as verifying accounts opened by other branch personnel</li><li>
Presents and explains Bank services and products to customers and assists in meeting their financial needs</li><li>
Opens and closes accounts by obtaining information from the customer and entering into the computer system</li><li>
Interviews, takes applications, gathers information, and processes preliminary documentation on loan requests</li><li>
Operates teller terminal, processes assigned cash and transactions, and balances at end of day</li><li>
Seeks opportunities to refer products and services for increased business to the Bank</li><li>
Enters loan information into automated software approval systems</li><li>
Assists in servicing loans by processing such items as payments, payoffs, problem loan workout arrangements, loan draws, address changes, payment extensions, collateral releases, and payment due date changes</li><li>
Advises customers of loan approval or denial and explains loan denials precisely and clearly to customers</li><li>
Coordinates and processes loan closings and ensures loan documents are explained and acknowledged with customers and all disclosures are provided</li><li>
Helps other area personnel as required</li><li>
Keeps management informed of area activities and any significant problems or concerns</li><li>
Completes special projects as assigned</li></ul><h2 class="jobSectionHeader"><b>
Company Description</b></h2><p>
D.L. Evans Bank is a community bank and has been since 1904. For many years, we have provided premier banking services to the residents of Southern Idaho and Northern Utah while fostering a working environment for our employees dedicated to teamwork and excellent customer service. If you are a dynamic and customer-driven individual, whether an experienced banker or just beginning your career, we encourage you to continue with this applicant friendly, online job application!<br>
<br>
D.L. Evans Bank is an Equal Opportunity Employer (EOE/AA/W/M/Vets/Disabled). VEVRAA Federal Contractor.</p><h2 class="jobSectionHeader"><b>
Benefits</b></h2><ul><li>
Medical Insurance</li><li>
Dental Insurance</li><li>
Vision Insurance</li><li>
FSA</li><li>
401(k)</li><li>
Employee Stock Ownership Plan</li><li>
Paid Vacation</li><li>
Sick Time</li><li>
Life Insurance</li><li>
Long-term Disability Insurance</li></ul></div>

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