Member Experience & Loan Services II

Nuvision Federal; Lakewood (CA); On-site; USD 30,000 - 47,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life Insurance

401(k) Matching

Paid Time Off

Training Provided

Tuition Reimbursement

Job summary

Nuvision Federal Credit Union is seeking a Relationship Specialist II in Southern California. The role handles member concierge duties, account maintenance, loan origination, and referrals for Mortgage, Investments, and Autoland, delivering high-quality service in person or by phone.

The position emphasizes strong attention to detail, confidentiality, and professional member interactions while meeting performance targets and supporting branch operations.

Qualifications

• Minimum 1 year in a similar role with loan experience and meeting performance goals.
• Proficient knowledge of Federal, State, and NCUA regulations (BSA, Reg CC, Reg D, Reg E).
• Strong deposit product knowledge and understanding of loan products.

Responsibilities

• Consult with members, identify needs, offer solutions, and follow up on transactions.
• Escort members to destinations, handle funds, open accounts, and initiate loans.
• Maintain accounts: add/update beneficiaries, change addresses, issue cards, and close accounts.

Skills

Customer service

Communication

Attention to detail

Problem solving

Sales support

Education

NMLS Registered

Notary preferred

Compliance coursework

Tools

Outlook

Word

Excel

Job description

Nuvision Federal Credit Union is seeking a Relationship Specialist II in Southern California. The role handles member concierge duties, account maintenance, loan origination, and referrals for Mortgage, Investments, and Autoland, delivering high-quality service in person or by phone.

The position emphasizes strong attention to detail, confidentiality, and professional member interactions while meeting performance targets and supporting branch operations.