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Join a Winning Team at Pacific Crest Federal Credit Union!



CUSO Financial Services, L.P. (CFS) offers credit union members full-service financial planning and investment advice.  CFS is a broker/dealer and RIA with a stable, 18 year track record of serving the investment needs of credit unions and their members.  Our Financial Advisors work in tandem with the financial institution to provide comprehensive financial services to credit union members.  As a Financial Advisor, you become part of the credit union environment providing investment services to members and building member relationships. 

 

CUSO Financial Services, L. P. is seeking a Licensed Financial Advisor for Pacific Crest Federal Credit Union in the Klamath Falls, OR area.

Pacific Crest Federal Credit Union was established in 1936; locally owned and operated. Anyone who lives, works, worships or attends school in Klamath, Lake, Modoc, and northeast Siskiyou Counties is eligible to become a member. Pacific Crest strives "To be the members' choice for personalized financial solutions." To learn more about Pacific Crest Federal Credit Union, visit www.pacificcrestfcu.com

 

Qualified candidates must have:

  • Licenses and Registrations: FINRA Series 7, 63, (65 or 66 preferred) and Life, Accident, Health & Insurance licenses. 
  • Clean U-4
  • Certified Financial Planner designation preferred
  • Two+ years sales experience in the financial services industry, preferably in a Bank or Credit Union
  • Customer service, communication and presentation skills 
  • An advanced level of performance, requiring minimum supervision
  • Experience with high quality service standards in all interactions with customers, prospective customers, personnel, and other departments within a financial institution
  • College Degree preferred

 

 

For immediate consideration please apply online at:  https://www.appone.com/MainInfoReq.asp?R_ID=1066488

 

Representatives are employed by Pacific Crest FCU and registered through CUSO Financial Services, L.P. (Member FINRA/SIPC).  We offer our Advisors a supportive back office staff, as well as fully supportive credit union staff, tomorrow’s technology, a proprietary database for client information, and we clear through Pershing.  To learn more about CUSO Financial Services, L.P., go to www.cusonet.com 

 

EOE/MF/Vet/Disability

 



PACIFIC CREST FEDERAL CREDIT UNION

 

Mortgage Loan Originator

Main Branch


The position is Full-Time/non-exempt. Applicants must be willing to work a 40+ hour week.
Monday- Friday working various hours based on business needs, including occassional Saturdays and some evenings.

Hourly wage depending on experience, in addition to a generous Incentive Plan $50,000+ earning potential

This position includes an excellent benefits package including company paid medical, dental and vision premium, 401K plan, Paid time off, short term disability and much more.

Responsibilities include but are not limited to conducting effective real estate loan interviews resulting in complete applications, assess and obtain all loan application and financial information and deliver a complete mortgage loan application package to processing and underwriting while communicating effectively with the applicant. Additional duties may include reviewing appraisals, conducing home inspections and offering government assistance programs.


Provide excellent professional service to Members who are making mortgage loan products and service requests in a timely manner to consistently achieve or exceed sales goals. Maximizes opportunites to sell PCFCU products and services to benefit member and enhance quality and depth of member relationship and profitability. Demonstrates a highly motivated, positive, outgoing, influential personality with a strong emphasis on sales and results. Maintain a thorough understanding and application of Mortgage Loan Policies and procedures and real estate loan underwriting requirements in keeping with governmental regulatory requirements governing consumer mortgage lending. Minimum sales expectations required.


Please complete the Internal Application and submit to Human Resources or obtain employment application at
2972 Washburn Way
Klamath Falls, OR 97603

We are proud to be a Drug Free and Equal Opportunity Employer!
EOE/MF/Vet/Disability


Employment Application