Member Loan Specialist

Credit Union West; Glendale (AZ); On-site; USD 32,000 - 36,000; Full time

Benefits offered by this job

Earn incentives up to 15%

401K plan with employer matching up to

Profit Sharing

Gym membership reimbursement

Paid time off

Job summary

Credit Union West is seeking a Member Loan Specialist at the Westgate Branch in Glendale, AZ. This frontline, member-facing role delivers consultative financial advice and supports consumer and home equity loan activities.

You will open and maintain accounts, process loans, assist members through digital channels, and promote digital services while upholding regulatory and security standards.

The role requires 3–5 years lending experience, NMLS, and flexibility to work multiple shifts.

Qualifications

• High school diploma or GED required.
• 3–5 years lending experience in a financial institution.
• NMLS license required; bilingual preferred.

Responsibilities

• Handle loan applications, fund consumer loans and related products.
• Open and service member accounts and respond via digital channels.
• Provide branch support, ensure policy compliance and security.
• Assist with audits, cash handling, and teller duties as needed.

Skills

Customer service

Sales & advisory

Communication

Bilingual (preferred)

Education

High school diploma or GED

Tools

Microsoft Office

SharePoint

Teams

Zoom

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Member Loan Specialist

Full Time Clerical Westgate Branch, Glendale, AZ, US

9 days ago Requisition ID: 2475

Salary Range: $23.22 To $26.39 Hourly

Credit Union West has been named a ‘Top Company to Work for in Arizona’ for the 12th year in a row (2013-2024)! This prestigious award announced by BestCompaniesAZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction.

Credit Union West continuously looks for ways to improve employee satisfaction and experience. In addition to high paying wages, Credit Union West also offers the following:

• Earn incentives up to 15%, depending on position
• 401K plan with employer matching funds up to 5%
• Profit Sharing
• Gym membership reimbursement
• Paid time off for holidays, vacation, and sick days
• Credit Union West membership and discounts

Be part of our award-winning team!

POSITION SUMMARY

Enhances the quality of life for our members by embracing the organization’s mission and core values. This frontline, member-facing position will provide an industry leading member service experience. Provides consultative conversations and sound financial advice for our members through the development and expansion of new and existing relationships. This universal sales position supports opening of consumer and business new accounts, account maintenance and consumer personal and home equity loan applications and funding. All duties will primarily be performed at the individuals home branch. However, they must also be prepared to provide onsite support to other branch locations as needed.

ESSENTIAL FUNCTIONS & RESPONSIBILITIES

• Sales and Service - Consistently demonstrates behaviors that reflect the mission, core values and service standards of the Credit Union. Meets or exceeds sales and production objectives by handling member requests, identifying needs and making recommendations. Responsible for application processing, funding of consumer loans including personal, credit cards, auto, and home equity, as well as submitting qualified department referrals. Solicits a variety of peace-of-mind ancillary products associated with loans. Accurately completes loan and title documents. Participates in outbound calling campaigns as needed.
• New Account and Member Maintenance - Opens, maintains, and closes a wide variety of membership accounts such as: savings, checking, certificate, and retirement accounts. Opens specialty accounts such as Business, Trust and Estate. Provides members and team members with proactive and timely follow up. Assists members with a wide range of services such as online banking, direct deposit, automatic transfers, and account maintenance. Assists members through digital channels such as phone, and email, ensuring professional communication through all channels. Encourages adoption of digital services. Completes teller transactions as needed.
• Resource and Branch Support - Provides subject matter expert resources to branch team and acts as a lead in the absence of a manager to de-escalate member concerns. Uses good judgment to provide overrides within permission authority. Ensures compliance and security protocols are adhered to and keeps manager apprised of concerns. Demonstrates knowledge retention of policy and procedures. Completes auditing, cash ordering and vault related responsibilities as assigned. Completes teller transactions as needed.
• Performs other duties as assigned.

QUALIFICATIONS & REQUIREMENTS

EDUCATION: A high school diploma or G.E.D.

EXPERIENCE: A minimum of 3-5 years of lending experience in a financial institution required. Ability to work shifts between the hours of Monday - Saturday 8am to 6pm. NMLS required. Bilingual preferred.

SKILLS & COMPETENCIES

• Live the mission, vision, and core values of the credit union.
• Able to communicate effectively and tactfully with employees and members both orally and in writing.
• Demonstrate critical thinking and being self-reliant to better analyze and solve problems.
• Effective time management and organizational skills. Ability to multi-task and be agile to serve members and employees.
• Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom).
• Thorough knowledge and understanding of organization’s Employee Handbook and policies.
• Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.