Inbound Member Success & Lending Specialist

Kalsee Credit Union; Portage (MI); On-site; USD 36,000 - 48,000; Full time

Job summary

Kalsee Credit Union in Portage, MI seeks an Inbound Member Relationship Officer to deliver exemplary service for lending and membership needs via remote channels. You will uncover hidden needs, cross-sell financial products, and support member financial wellness with a proactive, sales-driven approach.

Key duties include handling lending/membership requests, maintaining follow-ups, and ensuring quality audits and regulatory compliance while meeting monthly sales goals.

Qualifications

• 2 years of previous customer service experience in a fast paced, sales driven role required.
• Previous lending experience preferred.
• Must be highly organized and able to manage a high level of loan activity.
• Must be friendly, energetic, and professional.
• Excellent analytical, communication, and interpersonal skills.
• Must be able to learn and use a variety of software applications.

Responsibilities

• Provide extraordinary member service processing all incoming member requests for lending or membership account needs through remote channels.
• Conduct thorough interviews to uncover needs and cross-sell products to deepen member relationships.
• Meet or exceed monthly sales goals.
• Utilize The Member Advantage Program during interactions.
• Set up organized follow-ups to maintain a book of business.
• Stay up to date with knowledge on credit union products and policies.
• Ensure quality audits are met monthly (call audits, loan documentation, new account audits).
• Review activities for compliance with policies and regulations (BSA/OFAC).

Skills

Customer service

Communication

Multitasking

Organizational skills

Analytical skills

Education

High School Diploma

Tools

Microsoft Office

TCI core lending system

CU*Answers core processing system

Job description

Kalsee Credit Union in Portage, MI seeks an Inbound Member Relationship Officer to deliver exemplary service for lending and membership needs via remote channels. You will uncover hidden needs, cross-sell financial products, and support member financial wellness with a proactive, sales-driven approach.

Key duties include handling lending/membership requests, maintaining follow-ups, and ensuring quality audits and regulatory compliance while meeting monthly sales goals.