Loan Officer (Member Service Specialist) -

Job Description

Job Description

We are growing and looking for Loan Officer / Member Service Specialist. Do you have experience with the following?

• Looking out for the Financial Wellness of members by thoroughly reviewing their accounts and building personal relationships to retain membership.
• Opening new bank accounts such as checking, savings, IRA’s.
• Opening new credit cards and analyzing credit reports
• Assisting with full lending needs such as analyzing loan requests, processing documentation, closing and funding the loan, follow up with the member and monitoring your queue.

If so, we invite you to consider a career at American 1 Credit Union! Below are more details before you decide to apply :

The Member Service Specialist is responsible for delivering excellent member experience through a wide range of credit union transactions, including opening new memberships, lending, and more. The Member Service Specialist must maintain accurate records and follow all credit union processes, policies and procedures while serving the members. This position requires excellent communication skills to effectively engage and recognize the member’s needs and ensure that they are offered products and services that will assist the member with reaching financial wellness. The Member Service Specialist works collaboratively with their branch team to assure that the member experience is superior, and goals are achieved.

Essential Job Functions

Competencies Required

Key Accountability Items :

Requirements :

The Ideal Candidate :

NOTE : The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.