Member Service Center Representative, Lending

Role Overview

• 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
• Support operational continuity by being available during closures or inclement‑weather situations
• 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

• Associates 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).
• Retire with Confidence: 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