Member Service & Lending Associate I

Erie Federal Credit Union; Erie (Erie County); On-site; USD 35,000 - 52,000; Full time

Job summary

Erie Federal Credit Union in Erie, PA seeks a Member Service Representative to act as a liaison between members and the credit union, providing account information by phone or in person and assisting with new account openings.

The role includes processing a variety of member transactions, guiding loan applications through approval and closing, and cross-selling credit union products to meet service and sales goals.

Qualifications

• Requires high school education and 2+ years in lending or member services.
• Experience in lending or member services in a financial institution.
• Strong interpersonal and sales abilities to meet monthly goals.

Responsibilities

• Provide members with information on lending products in person or by phone.
• Assist with loan applications and verify information.
• Pull credit reports and estimate monthly payments.
• Cross-sell credit union products and services.
• Explain loan terms and disburse loan paperwork.
• Prepare reports on lending activity.
• Maintain current knowledge of policies and regulations.

Skills

Interpersonal skills

Customer service

Sales skills

Education

High school diploma

Tools

PC proficiency

Microsoft Office

Job description

Erie Federal Credit Union in Erie, PA seeks a Member Service Representative to act as a liaison between members and the credit union, providing account information by phone or in person and assisting with new account openings.

The role includes processing a variety of member transactions, guiding loan applications through approval and closing, and cross-selling credit union products to meet service and sales goals.