Floating Member Service Specialist – Banking & Loans

Crestview Chamber; United States; Remote; USD 25,000 - 30,000; Full time

Job summary

All In Credit Union is seeking a detail-oriented Member Service Representative to support loan processing, deposits, and everyday member services across multiple Florida and Alabama locations. You will ensure accurate records, maintain compliance, and provide financial solutions to members.

The role emphasizes teamwork, communication, and a commitment to high-quality service, with opportunities for professional growth and involvement in community initiatives within a supportive workplace.

Qualifications

• High school diploma or GED required.
• Up to 3 years of experience in a financial or banking environment.
• Familiarity with BSA/OFAC compliance.
• Willingness to register with NMLS; Notary Public certification may be required.
• Annual BSA training and staying informed about relevant laws and regulations.

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

Interpersonal skills

NMLS registration

Notary eligibility

Education

High school diploma or GED

Job description

All In Credit Union is seeking a detail-oriented Member Service Representative to support loan processing, deposits, and everyday member services across multiple Florida and Alabama locations. You will ensure accurate records, maintain compliance, and provide financial solutions to members.

The role emphasizes teamwork, communication, and a commitment to high-quality service, with opportunities for professional growth and involvement in community initiatives within a supportive workplace.