Sunward Federal Credit Union

The representative manages member accounts and provides financial product recommendations to enhance membership growth and loyalty. They are responsible for maintaining compliance with the Bank Secrecy Act and ensuring secure handling of member information.

The role involves self-sourcing mortgage applicants and managing the end-to-end loan application process from interview to disclosure. The officer is responsible for evaluating creditworthiness and maintaining strong relationships with referral partners like realtors and builders.