Member Loan Specialist I, II

About the organization

The organization operates within the financial services industry, serving approximately 200,000 members. It provides a range of credit union products and services, including consumer and real estate loans, deposit accounts, and investment options. The mission is to meet members' financial needs through personalized service and compliance with regulatory standards.

About the role

The Member Loan Specialist I and II positions deliver exceptional service in a call‑center environment while promoting and cross‑selling financial products. They contribute to sales and service goals by advising members, processing loan applications, and ensuring compliance with relevant policies, thereby facilitating access to financial products that align with members' needs.

Responsibilities

• Provide member support by answering inquiries about accounts and loan products.
• Cross‑sell applicable financial products and services that meet member needs.
• Process consumer loan applications accurately; Specialist II also processes real‑estate loan applications.
• Maintain compliance with internal policies and external regulations.
• Stay informed about credit union products and services.
• Manage multiple tasks efficiently while meeting deadlines.
• Deliver exceptional member service and resolve issues promptly.
• Serve as backup support for call‑center functions, including online banking and card services.
• Maintain required certifications for vehicle protection products; Specialist II maintains mortgage loan origination certification.
• Perform other related duties as required.

Requirements

• High school diploma or equivalent.
• Member Loan Specialist I: Minimum 2 years experience in a financial institution or related field with consumer loan and sales experience.
• Member Loan Specialist II: Minimum 3 years experience in a financial institution, including 1 year as a Member Loan Specialist I.
• Maintain California Endorsee Number for vehicle protection product sales.
• Specialist II must maintain Mortgage Loan Originator registration in compliance with the SAFE Act.
• Demonstrated skills in leadership, empathy, active listening, persistence, intrinsic motivation, creative problem‑solving, and valuing diversity and inclusion.