Member Service Rep II: Lending Path & Growth Opportunity

Fort Financial Credit Union; Auburn Junction (IN); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Education/Scholarship Assistance

Training/Career Development Programs

PTO & 13 Paid Holidays

Pension & 401k Retirement Plans

Health/Dental/Vision Insurance Plans

Flex Spending Account & Health Reim. A

Job summary

Fort Financial Credit Union in Auburn, IN is seeking a Mid-Level Member Service Representative to deliver exceptional service, educate members, and support branch leadership. You will assist with lending needs, guide loan transactions, and ensure accurate documentation and compliance within a collaborative team.

The role requires 1–3 years in banking or lending, a high school diploma or GED, and a proactive, detail-oriented mindset.

Qualifications

• Mid-level position (Job Level: Mid-Level)
• Required Experience: 1-3 years of similar or related experience
• Preferred Experience: Banking and/or Lending
• Required Education: High School Diploma/GED or Equivalent

Responsibilities

• Deliver exceptional customer service by proactively providing value and educating members to support their overall financial wellness.
• Identify and pursue opportunities to match credit union products and services with members' financial needs.
• Provide leadership support within the branch by being a resource for team members, fostering collaboration, and stepping up when leadership coverage is needed.
• Ask clarifying questions to understand member needs and guide them through various loan transactions, including purchases, refinances, and consolidations.
• Perform calculations of loans including interest and fees.
• Partner with members to collect and verify all necessary documentation, ensuring a smooth and timely loan process from start to finish.
• Exhibit thorough knowledge and effectively communicate the features and benefits of business account openings, IRAs, HELOCs, debt and GAP protection products, and second mortgages to our members.
• Collaborate with team members to achieve branch goals and objectives.
• Maintain a NMLS license and meet continuing education requirements.
• Stay updated on industry trends and any changes in products or services offered to members.
• Adhere to credit union policies and procedures to ensure compliance with regulatory requirements

Skills

Customer service

Communication

Mathematics

Lending knowledge

Teamwork

Education

High School Diploma/GED

Job description

Fort Financial Credit Union in Auburn, IN is seeking a Mid-Level Member Service Representative to deliver exceptional service, educate members, and support branch leadership. You will assist with lending needs, guide loan transactions, and ensure accurate documentation and compliance within a collaborative team.

The role requires 1–3 years in banking or lending, a high school diploma or GED, and a proactive, detail-oriented mindset.