Member Loan Specialist

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

Benefits offered by this job

Incentives up to 15%

401K matching

Profit Sharing

Gym membership reimbursement

Paid time off

Job summary

Credit Union West is hiring a Member Loan Specialist for their Prescott Valley Branch. This full-time position involves providing exceptional member service and financial advice, handling loan applications, and maintaining accounts. The role demands strong sales skills and the ability to work in a team.

Located in Prescott Valley, AZ, the position also includes benefits like profit sharing and reimbursement for gym memberships. Join a top workplace and enhance the quality of life for our members!

Qualifications

• 3-5 years of lending experience in a financial institution required.
• NMLS certification is required.
• Ability to work shifts Monday to Saturday 8am to 6pm.

Responsibilities

• Provide consultative conversations and financial advice for members.
• Handle member requests and make recommendations.
• Open and maintain membership accounts and assist with digital services.

Skills

Effective communication

Critical thinking

Time management

Microsoft Office

Bilingual preferred

Education

High school diploma or G.E.D.

Tools

Microsoft Office

SharePoint

Teams

Zoom

Job description

Member Loan Specialist

Full Time Clerical Prescott Valley Branch, Prescott Valley, AZ, US

22 days ago Requisition ID: 2483

Salary Range: $23.22 To $26.39 Hourly

Credit Union West has been named a ‘Top Company to Work for in Arizona’ for the 14th year in a row (2013-2026)! 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!

While this role is located in our Prescott Valley Branch, candidates will complete five weeks of comprehensive, full-time training at our corporate headquarters in Glendale, AZ before transitioning to their home branch.

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.