Personal Financial Officer (PFO)
Lennox Employees Credit Union - Marshalltown IA

This person serves as a liaison between the member and the lending department of the Credit Union by a variety of support duties related to the lending department within the Credit Union or as directed by the Lending Supervisor or the President/CEO. PFO’s are responsible for providing account information, opening new accounts performing all aspects of lending to the members. PFO  provide a variety of transaction requests and answers member questions regarding Credit Union services. PFO’s perform a variety of account maintenances and actively cross-sells other Credit Union services to benefit both the member and the Credit Union.                                                                                    Primary Duties and or Responsibilities:

  1. Processes loan applications, including Mortgage, Credit Card and Consumer Loans.

  2. Ensures that each loan is processed accurately by making sure that each one is properly documented, closed, and disbursed with proper rates, paperwork within guidelines.

  3. Disburses checks, drafts and vouchers on approved loans.

  4. Reviews all loan files where a loan has recently been disbursed by checking for all necessary paper work, signatures, notices, and computer information such as interest rates, loan type, collateral, payment are correct then pass to processor.

  5. Follows up insure payments are set up and correct.

  6. Answers member phone inquiries regarding loan balances, payoffs, vehicle values (NADA book), lien releases.

  7. Assists members and other staff with questions regarding lending services. Performs other lending duties as needed or directed.

  8. Responds to member requests, concerns, or problems in a timely manner and/or direct them to the proper person for specific information and assistance.

Lennox Employees Credit Union “THE FAMILY PLACE” is a small but growing credit union in Marshalltown, IA, with $45 million in assets and 6,400 members, our first priority is our members. We offer a full benefits package including 401k, health, dental, vision and life insurance as well as tuition reimbursement and a very competitive salary. You must pass a background as well as a credit bureau check. If interested send your resume to Lennox Employees Credit Union Attn: Carl Mundth, 1004 East Main St Marshalltown IA. 50158

Carl Mundth

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