Member Loan Specialist

Sales and Service

• Demonstrates behaviors that reflect the mission, core values and service standards of the Credit Union.
• Mets or exceeds sales and production objectives by handling member requests, identifying needs and making recommendations.
• Responsible for application processing, funding of consumer loans including personal, credit cards, auto, and home equity, as well as submitting qualified department referrals.
• Solicits a variety of peace-of-mind ancillary products associated with loans.
• Accurately completes loan and title documents.
• Participates in outbound calling campaigns as needed.

New Account and Member Maintenance

• Opens, maintains, and closes a wide variety of membership accounts such as: savings, checking, certificate, and retirement accounts.
• Opens specialty accounts such as Business, Trust and Estate.
• Provides members and team members with proactive and timely follow up.
• Assists members with a wide range of services such as online banking, direct deposit, automatic transfers, and account maintenance.
• Assists members through digital channels such as phone, and email, ensuring professional communication through all channels.
• Encourages adoption of digital services.
• Completes teller transactions as needed.

Resource and Branch Support

• Provides subject matter expert resources to branch team and acts as a lead in the absence of a manager to de-escalate member concerns.
• Uses good judgment to provide overrides within permission authority.
• Ensures compliance and security protocols are adhered to and keeps manager apprised of concerns.
• Demonstrates knowledge retention of policy and procedures.
• Completes auditing, cash ordering and vault related responsibilities as assigned.
• Completes teller transactions as needed.

Qualifications & Requirements

• EDUCATION: A high school diploma or G.E.D.
• EXPERIENCE: A minimum of 3-5 years of lending experience in a financial institution required. Ability to work shifts between the hours of Monday – Saturday 8am to 6pm.
• NMLS required.
• Bilingual preferred.