Member Services & Loan Advisor

DORT FINANCIAL CU; North Palm Beach (FL); On-site; USD 32,000 - 42,000; Full time

Job summary

Dort Financial Credit Union in North Palm Beach, FL, is seeking a Member Service Representative to deliver a wide range of credit union services and build strong member relationships. You will interview and counsel loan applicants, review loan applications and credit reports, assist with loan, cash and teller services, and provide guidance on credit scores to help members save money.

The role requires at least a high school diploma or GED, with a bachelor’s degree viewed favorably, and at least

Qualifications

• High School Diploma or GED required; Bachelor’s degree is a plus.
• At least one year of customer-facing experience in credit unions or financial institutions.
• Bondable and proficient with Microsoft Office; strong communication skills.

Responsibilities

• Interviewing and counseling loan applicants and enrolling new members.
• Reviewing and suggesting improvements for current and prospective loans by effectively reviewing loan applications and credit reports.
• Assist with loan, cash, and teller services.
• Offer credit score coaching to save our members money.
• Fundamental financial counseling to boost our members money management knowledge.

Skills

Customer service

Communication

Positive attitude

Education

High School Diploma or GED

Bachelor's degree

Tools

Microsoft Office

Job description

Dort Financial Credit Union in North Palm Beach, FL, is seeking a Member Service Representative to deliver a wide range of credit union services and build strong member relationships. You will interview and counsel loan applicants, review loan applications and credit reports, assist with loan, cash and teller services, and provide guidance on credit scores to help members save money.

The role requires at least a high school diploma or GED, with a bachelor’s degree viewed favorably, and at least