Inbound Loan Specialist — Member Lending & Service

Mountain America Credit Union

Utah

On-site

USD 40,000 - 55,000

Full time

5 days ago

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Job summary

Mountain America Credit Union is seeking a Loan Servicing Specialist to deliver exceptional member service through phone, online and mobile channels. You will assess needs, advise on products, and process loan applications from start to finish while ensuring regulatory compliance.

Strong communication and cross-selling skills are essential. Responsibilities include interviewing applicants, verifying income and credit details, and coordinating with underwriting and servicing teams to close loans

Qualifications

At least one year of retail banking or related sales and customer service experience.
Ability to advise and recommend credit union products to members.
Ability to manage multiple loan applications simultaneously.
Knowledge of credit union policies and applicable regulations.

Responsibilities

Interview members and originate loans via phone and online channels.
Review credit reports and verify loan criteria.
Complete processing and closing documents for personal, RV, auto, business loans, and HELOC loans.
Cross-sell products to meet member needs and support service goals.
Ensure compliance with applicable laws and regulations.