Floater MSR: Member Services & Loans Specialist

All-in-Credit-Unio; Daleville (AL); On-site; USD 53,870,000 - 80,719,000; Full time

Job summary

All In Credit Union is seeking a Floater Member Service Representative for Region 2. In this role you will support branches with loan processing, account services, and customer inquiries, ensuring accuracy and compliance while delivering outstanding service.

The ideal candidate has up to 3 years in finance, a high school diploma or GED, familiarity with BSA/OFAC, and a willingness to obtain NMLS registration and notary certification.

Qualifications

• Up to 3 years of experience in a financial or banking environment.
• High school diploma or GED.
• Strong communication and interpersonal abilities to connect with members and colleagues.
• Familiarity with BSA/OFAC compliance and the ability to assist members with related inquiries.

Responsibilities

• Loan Processing: Assist members with loan and credit card applications, ensuring all required documentation is complete and accurate.
• Loan Disbursement: Process and disburse loan proceeds, verify documentation, and schedule loan closings with members.
• Compliance and Reporting: Complete month-end reporting, ensure adherence to internal standards, and maintain compliance with applicable regulations.
• Account Services: Help members open and close accounts, including investments and IRAs, while keeping records accurate and up to date.
• Fraud Prevention: Conduct SSN verifications and other checks to prevent fraudulent or non-compliant account activities.
• Member Communication: Act as a liaison between members and internal departments to ensure clear and effective communication.
• Transaction Processing: Handle deposits, withdrawals, loan payments, wires, and other financial transactions with accuracy.
• Cross-Selling: Identify opportunities to recommend Credit Union products and services that align with members’ needs.
• Administrative Support: Perform tasks such as filing, data entry, equipment maintenance, and answering member inquiries.
• NMLS Registration: Register and participate in the Nationwide Mortgage Licensing System and Registry as required.
• Notary Services: Provide notary services in compliance with state regulations (if applicable).
• Membership Advocacy: Serve as the Membership Officer, ensuring member satisfaction and adherence to Credit Union standards.

Skills

Customer service

Communication

Data entry

Attention to detail

Education

High school diploma or GED

Tools

CRM system

MS Excel

Job description

All In Credit Union is seeking a Floater Member Service Representative for Region 2. In this role you will support branches with loan processing, account services, and customer inquiries, ensuring accuracy and compliance while delivering outstanding service.

The ideal candidate has up to 3 years in finance, a high school diploma or GED, familiarity with BSA/OFAC, and a willingness to obtain NMLS registration and notary certification.