What do we do? We get your resume seen, prepare you for the interview, and get you a job offer! Addvantage Credit Union Staffing was founded in 2002, and exclusively staffs credit unions. We have helped thousands of candidates around the country get their foot-in-the-door at top credit unions and we are most proud of our high placement rate! Thank you for considering the following position in your job search!

We are currently seeking an experienced Financial Services Representative/Loan Officer for a credit union located in Long Beach, CA!

Type: Full-time, temp-to-hire

Pay: $27-30/hr

Schedule: Monday – Friday: 8:30am – 5:30pm

Responsibilities:

• Open and maintain membership and trust accounts; offer relevant products and services that add value and convenience.
• Interview, process, and disburse consumer and real estate loan requests, including 1st and 2nd mortgages.
• Review credit reports to verify identity, determine collateral needs, assess debt-to-income ratios, and identify cross-sell opportunities.
• Verify debts not listed on applications and calculate estimated monthly payments.
• Promote and cross-sell loan protection products such as MBI, GAP, Depreciation Protection, and Debt Protection.
• Collect and verify insurance documents (homeowner’s, flood, and auto), ensuring compliance with credit union requirements.
• Explain loan denials and discuss alternative solutions with members.
• Open IRAs and Share Certificates; process related reports and RMDs accurately and on time.
• Ensure timely, accurate processing of loan and DMV files, including proper title documentation within 90 days of funding.
• Conduct outreach to members to generate business and increase loan pipeline.
• Support business development activities, including New Employee Orientation and site visits.

Requirements:

• 2 years of previous credit union or banking experience.
• NMLS registration a plus.
• Active Notary Public commission required.
• Previous experience with opening new accounts including trusts, IRAs, and share certificates.
• Previous experience in loan origination, processing, and funding for consumer loans and HELOCs.
• Experience with DMV/title paperwork.
• Working knowledge of relevant laws, regulations, and operational procedures.
• Strong verbal, written, and interpersonal communication skills.
• Goal-oriented with a proven ability to meet or exceed cross-sell targets.