Member Services & Loan Specialist

California Credit Union; Glendale (CA); On-site; USD 32,000 - 40,000; Full time

Job summary

California Credit Union is seeking a Financial Services Rep to handle member service, loan processing, and account openings in Glendale (CA) or San Diego. You will respond to inquiries, promote services, and coordinate with other departments to meet goals.

The role emphasizes regulatory compliance, accurate documentation, and timely funding of loans, with a strong focus on cross-selling products.

Qualifications

• High school graduate with some college – AA preferred.
• PC literate, including Word and Excel.
• Knowledge of regulations related to financial institutions.
• Consumer lending experience preferred.

Responsibilities

• Provide exceptional member service.
• Process loan applications and fund loans using Automated Decision Systems.
• Establish new memberships and open new accounts.
• Respond to member inquiries timely and accurately.
• Promote, explain and cross-sell credit union products and services.

Skills

Member service

Regulatory knowledge

Cross-selling

Communication

Education

High school diploma

AA preferred

Tools

Microsoft Word

Microsoft Excel

Job description

California Credit Union is seeking a Financial Services Rep to handle member service, loan processing, and account openings in Glendale (CA) or San Diego. You will respond to inquiries, promote services, and coordinate with other departments to meet goals.

The role emphasizes regulatory compliance, accurate documentation, and timely funding of loans, with a strong focus on cross-selling products.