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    "requisitionDescription": "<div><div><p style=\"margin-left:0in;\" data-pasted=\"true\"><strong>POSITION SUMMARY</strong><br>A dual-role position that is equally split between lending responsibilities and community impact work. Originates and services consumer, real estate, and business loans, and leads financial wellness checkups, presentations, and relationship-building efforts with churches, nonprofits, community groups, and local businesses. Ensures members receive high-quality financial services while advancing Everence&rsquo;s mission of holistic financial wellness in the Philadelphia region. Additional responsibilities include cultivating new member relationships and supporting operations at the Philadelphia branch.</p><p style=\"margin-left:0in;\"><strong>RESPONSIBILITIES AND DUTIES</strong></p><div style=\"margin-left:0in;\"><ol style=\"list-style-type: decimal;margin-left: -0.25in;\"><li style=\"margin-left:0in;\">Regional Community Development<ol style=\"list-style-type: lower-alpha;\"><li>Collaborate with the Member Relations Manager and the credit union management team to develop strategies to attract new members and outline actionable implementation steps.</li><li>Partner with local community organizations to design and implement measurable community development initiatives.</li><li>Engage prospective members by presenting financial wellness education and information about Everence products and services.</li><li>Serve as the primary liaison to existing regional member businesses.</li><li>Maintain a visible presence in the community by participating in business, church, charitable, and civic activities.</li><li>Promote Everence products and services through effective cross-selling.</li><li>Attend networking events and pursue sponsorship opportunities as needed.<br>&nbsp;</li></ol></li><li style=\"margin-left:0in;\">Member Loan and Deposit Services<ol style=\"list-style-type: lower-alpha;\"><li>Assist members with loan, deposit, and transactional applications in person, by phone, or electronically, ensuring accuracy and completeness.</li><li>Interview members and gather required information for consumer and business loan and deposit applications; manage loans of varying complexity, value, and risk.</li><li>Educate and engage business members about available Treasury Management Services.</li><li>Coordinate and process loan closings, ensuring all documentation is accurate, compliant, and submitted on time.</li><li>Support loan servicing activities, including payoffs, refinances, workout arrangements, address changes, payment extensions, collateral releases, and due date adjustments.</li><li>Ensure that all business service operations comply with credit union policies and legal requirements and that all project and account requests are properly documented.</li><li>Provide the credit union management team with insights into potential new products and industry trends.</li><li>Participate in the Business Lending Committee as needed, providing recommendations on lending decisions and community development opportunities.<br>&nbsp;</li></ol></li><li style=\"margin-left:0in;\">Member Relationship Management<ol style=\"list-style-type: lower-alpha;\"><li>Lead efforts to engage emerging markets through financial wellness education seminars (e.g., lending, credit scoring, homeownership, and budgeting).</li><li>Ensure member inquiries and requests are resolved promptly and courteously.</li><li>Educate members on credit union loan policies and available Everence services.</li><li>Uphold and project Everence&rsquo;s professional reputation and service standards.</li><li>Create value-added experiences for members and prospective members.<br>&nbsp;</li></ol></li><li style=\"margin-left:0in;\">Internal Coordination and Communication<ol style=\"list-style-type: lower-alpha;\"><li>As part of the Philadelphia Everence team, participate in team meetings, planning, and visioning as needed.</li><li>Collaborate with other loan officers, the loan servicing team, and underwriters to resolve member issues.</li><li>Complete reports and records accurately and on time.</li><li>Keep the credit union management team informed about Philadelphia-area activities, trends, and significant concerns.</li><li>Provide support to the Philadelphia branch, serving as backup to the Member Relations Manager and opening and staffing the branch independently as needed.</li></ol></li></ol></div><p style=\"margin-left:0in;\"><strong>QUALIFICATIONS</strong></p><p style=\"margin-left:0in;\"><u>Education</u>:&nbsp;<br>College degree preferred</p><p style=\"margin-left:0in;\"><u>Experience</u>:&nbsp;</p><div style=\"margin-left:0in;\"><ol><li>1&ndash;2+ years of consumer and/or business lending experience</li><li>Cross-cultural experience preferred</li></ol></div><p style=\"margin-left:0in;\"><u>Skills and Abilities</u>:</p><div style=\"margin-left:0in;\"><ol style=\"list-style-type: decimal;margin-left: -0.25in;\"><li style=\"margin-left:0in;\">Understanding of banking operations and lending functions</li><li style=\"margin-left:0in;\">Strong interpersonal and leadership skills</li><li style=\"margin-left:0in;\">Excellent communication and public relations abilities</li><li style=\"margin-left:0in;\">Thorough understanding of lending and deposit programs, policies, procedures, and related legal requirements</li><li style=\"margin-left:0in;\">Established network within the Philadelphia market</li><li style=\"margin-left:0in;\">Strong prospecting, sales, and referral skills</li><li style=\"margin-left:0in;\">Detail-oriented and well organized</li><li style=\"margin-left:0in;\">Effective problem-solving and decision-making skills</li><li style=\"margin-left:0in;\">Ability to maintain efficient workflow</li><li style=\"margin-left:0in;\">Spanish-speaking ability required</li></ol></div><p><strong>SUPERVISORY RESPONSIBILITIES:&nbsp;</strong>None<br><strong>SCHEDULE:&nbsp;</strong>Full-time</p><p><img src=\"https://static.workforcenow.adp.com/cccustom/Client/Recruitment/core%20values%20ribbon_48acfe21-c0fd-42c7-b0c1-248921f399b5.jpeg\" style=\"width: 1200px;\" class=\"fr-fic fr-dib\"></p></div></div>\n",
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