Member Experience & Mortgage Loan Officer

KALSEE Credit Union; Portage (MI); On-site; USD 42,000 - 54,000; Full time

Job summary

KALSEE Credit Union in Portage, MI seeks a branch professional to handle member needs across opening accounts, lending, and teller transactions. The role focuses on delivering a superior member experience and aligning with the credit union’s values.

The position requires ability to interview, open accounts, process loan applications, and cross-sell products while maintaining compliance with BSA/OFAC rules. Morgan include training responsibilities as needed.

Qualifications

• Minimum 2 years of credit union or banking experience in a branch environment preferred.
• Previous lending experience preferred.
• Proficient using Microsoft Office products.
• Excellent verbal and written communication skills.

Responsibilities

• Greet each member and display KALSEE's Values at all times; proactively engage members.
• Interview and open accounts for members; process loan applications; close loans as needed.
• Demonstrate excellence in member service and resolve issues creatively.
• Cross-sell KALSEE products and services to members.
• Perform teller transactions and approve checks for tellers when needed.
• Manage vault cash and supervise cash handling with tellers as required.
• Ensure compliance with BSA/OFAC regulations and internal policies.
• Participate in training and assist in onboarding new staff.

Skills

Member service

Lending knowledge

Cash handling

Communication skills

Education

Bachelor Degree preferred

High School diploma or equivalent required

Tools

Microsoft Office

Job description

KALSEE Credit Union in Portage, MI seeks a branch professional to handle member needs across opening accounts, lending, and teller transactions. The role focuses on delivering a superior member experience and aligning with the credit union’s values.

The position requires ability to interview, open accounts, process loan applications, and cross-sell products while maintaining compliance with BSA/OFAC rules. Morgan include training responsibilities as needed.