Lending & Member Services Specialist

Intrepid Credit Union; Helena (MT); On-site; USD 29,000 - 44,000; Full time

Job summary

Intrepid Credit Union in Helena, MT is seeking a Lending Specialist to handle consumer loan applications, sign and fund approved loans, and assist members with questions while cross-selling Credit Union products.

You will conduct outbound calls, provide financial counseling, ensure compliance, and maintain accurate loan documentation. This full-time role requires 3–5 years of related experience and a high school diploma. Notary Public certification is required within defined timeframes.

Qualifications

• Three to five years of similar or related experience.
• A high school education or GED.
• Excellent communication and needs-based cross selling skills.

Responsibilities

• Accept and process consumer loan applications in person, online, or by phone.
• Explain products and services, and cross-sell appropriate Credit Union offerings.
• Notarize documents as Notary Public; ensure accurate loan paperwork and funding.

Skills

Communication skills

Cross-selling

Notary Public

Outbound calling

Education

High school diploma

Tools

Episys

Microsoft Excel

Outlook

Job description

Intrepid Credit Union in Helena, MT is seeking a Lending Specialist to handle consumer loan applications, sign and fund approved loans, and assist members with questions while cross-selling Credit Union products.

You will conduct outbound calls, provide financial counseling, ensure compliance, and maintain accurate loan documentation. This full-time role requires 3–5 years of related experience and a high school diploma. Notary Public certification is required within defined timeframes.