Member Service Pro: Loans, Notary & Compliance

All-in-Credit-Unio; Evergreen (AL); On-site; USD 26,000 - 39,000; Full time

Job summary

All In Credit Union in Alabama is hiring a Member Service Rep I to support branch operations, assist members with loan and account services, and help ensure accuracy and compliance with banking standards. The role emphasizes detailed documentation, cross-selling opportunities, and timely processing of deposits, withdrawals, and loan closings, with an emphasis on member satisfaction and community service.

Qualified candidates bring up to 3 years of banking experience, a high school diploma or

Qualifications

• Experience: Up to 3 years of related experience in a financial or banking environment.
• Education: High school diploma or GED required.
• Interpersonal Skills: Excellent communication skills with the ability to interact professionally with members and colleagues.
• Technical Skills: Knowledge of BSA/OFAC compliance, with the ability to assist members with related inquiries.
• Certifications: Must be willing to register and participate in NMLS, and Notary Public certification may be required.
• Miscellaneous: Must complete annual BSA training and maintain knowledge of applicable laws and regulations.

Responsibilities

• Assist members with loan and credit card applications, ensuring all required documentation is complete and accurate.
• Process and disburse loan proceeds, ensuring proper documentation and scheduling loan closings with members.
• Complete month-end reporting and ensure compliance with internal standards.
• Help members open and close accounts, including investments and IRA accounts, while maintaining up-to-date records.
• Conduct necessary checks, such as SSN verification, to prevent fraudulent accounts or accounts with outstanding balances.
• Serve as a liaison between members and various departments, ensuring clear communication.
• Process and authenticate financial transactions such as deposits, withdrawals, loan payments, wires, and more.
• Identify cross-sell opportunities for Credit Union products and services to enhance member engagement.
• Perform administrative tasks including filing, data entry, equipment maintenance, and answering phones.
• Register and participate in the Nationwide Mortgage Licensing System and Registry (NMLS) as required.
• Provide notary services (if applicable) in compliance with state regulations.
• Act as the Membership Officer, supporting high levels of member satisfaction.

Skills

Customer service excellence

Interpersonal communication

Detail oriented

Education

High school diploma or GED

Tools

NMLS registration system

BSA/OFAC compliance knowledge

Job description

All In Credit Union in Alabama is hiring a Member Service Rep I to support branch operations, assist members with loan and account services, and help ensure accuracy and compliance with banking standards. The role emphasizes detailed documentation, cross-selling opportunities, and timely processing of deposits, withdrawals, and loan closings, with an emphasis on member satisfaction and community service.

Qualified candidates bring up to 3 years of banking experience, a high school diploma or