Member Services & Loan Solutions Specialist

Flcu; Ocala (FL); Hybrid; USD 38,000 - 46,000; Full time

Benefits offered by this job

Competitive benefits

Extensive training

Career growth opportunities

Job summary

Florida Credit Union is seeking a motivated Member Service Representative in Florida to assist members with financial solutions. You will conduct loan interviews, assess credit history, and guide members through loan processes while communicating options clearly and ensuring regulatory compliance.

The role emphasizes personalized service, cross-selling of credit union products, and handling memberships and basic accounts with a focus on accuracy and member satisfaction.

Qualifications

• 1-3 years of related experience or equivalent mix of education and hands-on experience.
• Strong interpersonal skills and customer-focused approach.
• Ability to clearly communicate loan options and documentation requirements.

Responsibilities

• Conduct loan interviews and gather credit history to tailor financial solutions.
• Evaluate assets, liabilities, and credit histories to assess loan applications.
• Explain loan options, criteria, and required documentation to members.
• Cross-sell additional credit union services to enhance members' financial well-being.
• Process memberships, checking accounts, IRAs, and related services.
• Address member inquiries and resolve issues while ensuring regulatory compliance.
• Adhere to OFAC and Bank Secrecy Act requirements.

Skills

Customer service

Communication

Problem solving

Education

High school diploma or GED

Job description

Florida Credit Union is seeking a motivated Member Service Representative in Florida to assist members with financial solutions. You will conduct loan interviews, assess credit history, and guide members through loan processes while communicating options clearly and ensuring regulatory compliance.

The role emphasizes personalized service, cross-selling of credit union products, and handling memberships and basic accounts with a focus on accuracy and member satisfaction.