Member Loan Advisor & Relationship Specialist

Credit Union West; Prescott Valley (AZ); On-site; USD 52,000 - 66,000; Full time

Job summary

Credit Union West in Prescott Valley, AZ is hiring a frontline member service and lending specialist. The role focuses on opening and maintaining accounts, processing consumer loans, and providing sound financial guidance to members at the home branch with occasional support at other locations.

A high school diploma or GED is required with 3–5 years of lending experience; NMLS is required. Bilingual abilities are preferred. Training consists of five weeks at our Glendale corporate office.

Qualifications

• Education: A high school diploma or GED.
• Experience: 3–5 years of lending experience in a financial institution.
• NMLS license required; bilingual preferred.

Responsibilities

• Sales and service: open, maintain, and close member accounts; coordinate product referrals.
• Process loan applications and funding for consumer loans and credit cards.
• Provide guidance on online banking and digital services; assist with account maintenance.
• Assist with teller transactions and support branch operations as needed.

Skills

Lending experience

Customer service

Communication

Digital literacy

Education

High school diploma or GED

Tools

Microsoft Office

SharePoint

Teams

Zoom

Job description

Credit Union West in Prescott Valley, AZ is hiring a frontline member service and lending specialist. The role focuses on opening and maintaining accounts, processing consumer loans, and providing sound financial guidance to members at the home branch with occasional support at other locations.

A high school diploma or GED is required with 3–5 years of lending experience; NMLS is required. Bilingual abilities are preferred. Training consists of five weeks at our Glendale corporate office.