Service officer job description

You're there for the new checking account. You're there for the first car, wedding planning, dream vacations - all of life's adventures and milestones. As a
Member Service Officer
/Consumer Lender, you are the expert in our products and services, you connect our members to the products and services that fit their goals. In this role, your primary responsibilities will include assisting our members over the phone and other electronic means with their account and loan applications, decisioning loans, and working with members to expand their product base and provide relevant solutions. Your days never look the same so flexibility and time management are key.
After one year, you'll know you were successful if:

Your ability to interview and evaluate the needs of our potential and current members helps them meet their goals. You've used your knowledge base to exercise independent judgment while accurately approving loans and accounts within established guidelines. You make sound, confident decisions and possess proven sales skills. You're able to read and understand credit reports and credit union policies and procedures.
Being a part of Levo means being a part of an organization where people matter - not just their money. What we do every day makes a difference in the lives of others and the community we love: by offering financial tools and services that fit modern life, by providing expert advice, and by listening and helping members chart their next step.

The best thing an employer can do is to give you the support you need to succeed. Working for Levo gives you the opportunity to develop personally, professionally, and financially in an inviting, friendly, and fun environment. Great benefits include health, vision, dental, paid time off, paid holidays and great daytime hours, pension plan, 401(k) option, volunteer hours, and many more!

Your starting hourly salary is based upon previous experience and will range from $18.50 to $22.50 per hour, plus an incentive.
Weekday hours range from 7:15am-6:15pm M-F w/ rotating Saturdays 8:45am-12:15pm. Primarily responsible to serve our members through our electronic branch services - online, phone, and ITMs.


Requirements


A qualified candidate will have an associate's degree (A. A.) or equivalent from two-year college or technical school; two to three years related lending and underwriting experience and/or training; or equivalent combination of education and experience.

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

PM22

One (1) year of experience;

Or equivalent training, education, and/or experience; and

Valid driver's license.

KNOWLEDGE, SKILLS, ABILITIES

• Knowledge of the principles and methods used in the Juvenile Justice System;

• Knowledge of human behavior and performance regarding individual differences in ability, personality, and interests, learning, and motivation;

• Skilled in the use small office equipment, including copy machines or multi-line telephone systems;

• Skilled in using computers for data entry;

• Skilled in using computers for word processing and/or accounting purposes;

• Ability to work in a dynamic environment that requires adaptation to changing goals, priorities, and needs;

• Ability to supervise, organize, and communicate effectively;

• Ability to maintain constructive and cooperative working relationships with others; and

• Ability to cooperate with fellow employees as a team member.

PHYSICAL DEMANDS

Work requires lifting and carrying (up to 10 pounds); hearing, mental acuity, repetitive motion, speaking, talking, visual acuity, and walking.

WORK ENVIRONMENT

Most work is performed in a well-lighted, modern office setting with centrally controlled heating and air conditioning.

BENEFITS

Full time benefits include medical, prescription, dental, vision, FSA, HSA, optional USAble, paid holidays, paid sick days, paid vacation, EAP, retirement planning, pension, employee clinic, employee discounts, and more.

Job Posted by ApplicantPro

Fund Accounting - Global Operations Officer
**2nd Shift Role with 10% Shift Pay Offered. Hours are 2-10pm ET**

Who we are looking for
Candidates who have a financial services background, preferably in fund accounting or fund administration roles. Applicant must be able to handle an extremely fast paced environment, able to resolve problems/handle client inquires without advanced notice, and be willing to work alongside a diverse team. The amount of knowledge to gain is limitless, so candidates must be eager to learn and take the initiative to self-develop and expand in the role. Candidate must also be willing to work 2nd shift hours (2pm - 10pm ET).

Why this role is important to us
The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS' tools help our clients make better investment choices and act on growth opportunities.
Join us if making your mark in the financial services industry from day one is a challenge you are up for.

What you will be responsible for
As Fund Accounting - Global Operations Officer you will
Identify and resolve reporting discrepancies in a variety of FA functions Escalate suspicious accounting activity Coordinate and maintain timely processing activities Communicate with FA colleagues Globally and various global COEsImprove and align processes across the group Ad hoc responsibilities as assigned by management Interact with client daily across different domiciles Ability to handle fast paced deadline oriented operations environment Drive change and process improvement initiatives.

What we value
These skills will help you succeed in this role
Proficient with Microsoft Office, especially ExcelAbility to recognize anomalies/discrepancies in data sets Effective communication skills in a fast paced environment

Education & Preferred Qualifications
3-6 years of financial services experience Prior ETF experience a plus

Additional requirements
2nd shift role requires candidate to work 2pm - 10pm ET with US holidays in scope.

About State Street
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
Discover more at StateStreet.com/careers