Teams at Ascend Federal Credit Union

Monitors and coordinates commercial loan origination workflows, gathers and validates financial documentation, prepares underwriting packages, analyzes loan applications, evaluates real estate collateral, maintains electronic loan files, and supports portfolio management. The role also ensures compliance with lending policies, NCUA regulations, USPAP, and internal standards while assisting with training and departmental processes.

Greets members and non-members, directs them to appropriate credit union services, answers inquiries, handles calls and complaints, processes account maintenance and select transactions, supports debit card services, assists with ITM issues, performs administrative and branch-opening duties, and follows BSA, AML, CIP, and OFAC compliance procedures.

Provides member-facing financial services at a credit union branch, including opening and maintaining accounts, originating consumer loans, processing teller transactions, counseling members, resolving account issues, cross-selling products, and meeting branch deposit and loan goals. The role also performs cash balancing, regulatory compliance, security procedures, referrals, business development, and customer service activities.