Member Service Center Representative Lending

About the role

Support members through the loan and account process by interviewing applicants, processing loan requests, and providing accurate financial information. Ensure members receive efficient, service-oriented assistance for their everyday credit union needs while acting as a liaison between the member and the Credit Union. Contribute to overall member satisfaction by delivering reliable, knowledgeable service across all channels.

Responsibilities

• Process loan applications and guides members through the lending cycle from inquiry to closing
• Provide accurate product information to support member decisions on loans and credit union services
• Achieve sales and penetration goals for loan products and related services
• Ensure compliance with lending policies, account-opening requirements, and member-verification standards
• Maintain strong product knowledge across all credit union offerings to enable effective cross-selling and referrals
• Deliver high-quality member service across phone, digital, and in-person channels
• Strengthen member relationships by using CRM tools to manage leads, track goals, and identify next-best-product opportunities
• Process wire transfer requests sent in through various channels. Verify wire information accuracy along with ensuring member security. Conduct LexisNexis verifications when needed to verify the identity of a caller.

Requirements

Associate Degree (A.A.) or equivalent from two-year College or technical school; and one year of lending experience or equivalent combination of education and experience. Proficient in Excel with the ability to work efficiently with spreadsheets and data. Strong multitasking skills with the ability to manage and prioritize multiple tasks. Self-motivated with a proactive approach to workload and responsibilities.

Benefits

• Take Time for Life: In addition to 11 company holidays, you start with 3 weeks of vacation, and recharge at our beautiful vacation homes in Destin, FL, and Breckenridge, CO - free for you and your loved ones (you just pay taxes)
• Raise a Family: We contribute to your 401k. It's our way of helping you build the future you deserve
• Pets Are Family Too: With affordable pet insurance (we even chip in), your furry friends are covered for everything from checkups to surgeries
• Invest in Your Future: We'll cover 80% of your tuition costs after one year, so you can continue to grow, learn, and achieve your goals
• Life Happens: Our Advancial Life Rewards program reimburses you up to $1,000 each year for unexpected expenses - because we know life doesn't always go according to plan

Schedule

Hybrid schedule — in office (located at 100 E Royal Lane, Suite 300, Irving, Texas, 75309) on Fridays only, subject to change.

Pay

Compensation is based on qualifications, with a pay range of $23-$28 per hour.