Safe Credit Union

SAFE Credit Union, an Equal Opportunity Employer, has been serving those who live and work in Greater Sacramento for more than 70 years.  At SAFE, we're always exceptional professionals who take joy in the privilege and responsibility of improving the financial well-being of individuals and businesses in our community. If you would like to share your skills and talents in an environment that encourages extraordinary member service, communication, and teamwork, we invite you to apply.

Safe Credit Union Folsom, CA, USA
Sep 09, 2020
Full time
SUMMARY Under the direction of a Senior Mortgage Officer, originate real estate loans from various lead sources.  Provide exceptional service while guiding members through the home loan process.  Analyze members’ financial data and use that information to provide them with home loan products that meet their needs. ESSENTIAL DUTIES AND RESPONSIBILITIES Originates real estate loans on behalf of the Senior Mortgage Officer. Analyze detailed financial and credit data, matching borrowers needs with an appropriate loan program and level of risk. Make outbound calls to realtors and prospects and schedule appointments. Maintain constant communication with members, vendors, and other staff to uphold clear expectations throughout the closing process. Responsible to send required documentation to Mortgage Assistant in a timely fashion so up-front mortgage RESPA disclosure requirements can be met. Maintain current, complete & accurate status in origination systems for...
Safe Credit Union Sacramento, CA, USA
Sep 09, 2020
Full time
Call Center Service Representative I, IIJob Title:Call Center Service Representative I, IIJob Type:Full-Time, 38-40hrs. Plus Full BenefitsLocation:Rancho Cordova, CA  Job Description: We are proud to be an EEO/AA employer. We maintain a drug-free workplace. SUMMARY Responsible for assisting members with financial needs, questions and transactions. Cross-sells appropriate Credit Union products and services to members in order to help SAFE achieve its financial service sales and referral goals. Provides continuous quality service to all members. ESSENTIAL DUTIES AND RESPONSIBILITIES • Assist members with all general inquiries on accounts and loans. • Process member transaction requests, including inputting check orders through Clarke American. • Problem-solve with members regarding account concerns. • Input loan applications for all loans including Home Equity lines/loans. • Explain, promote, refer and sell Credit Union products and services using consultative selling...