Member Services & Loan Specialist – Growth & Community

Kids for the Future; Camarillo (CA); On-site; USD 30,000 - 36,000; Full time

Benefits offered by this job

Paid Time Off

401k Employer Match

Life & LTD Insurance

Education Reimbursement

Membership and Rate Discounts

Job summary

VCCU seeks a full-time, non-exempt employee to open new accounts, establish memberships, and process consumer and business loans. The role includes recommending solutions with empathy, handling teller duties as needed, and ensuring accurate documentation and funding for loan packages.

Responsibilities cover reviewing procedures, coordinating with support departments, and identifying cross-sell opportunities to deepen member relationships. Strong financial services background preferred.

Qualifications

• Previous financial institution experience, 2+ years, specifically in new accounts and loan processing.
• Previous sales experience in financial services, 6-12 months
• Someone who is service driven and able to communicate solutions with empathy.

Responsibilities

• Open new accounts and establishing new memberships including Checking, Certificates, and Money Market Savings, Business Accounts, IRAs, Living Trusts, vesting changes and/or statements related to fraud, check orders (new and reorders), changes of addresses/phone numbers.
• Process consumer and/or business loan applications - Interviews loan applicants, follows up on approved or pending loans, collects stipulations required for funding, prepares loan documents, and funds consumer loans.
• Engage in decision-making by researching internal procedures/policies and communicating with the credit union support departments as necessary to solve member issues.
• Identify referral and cross-sell opportunities expanding the member relationship based on account history and needs, including reviewing promotional offers and marketing campaigns .
• Performs teller functions, as needed. Including accepting negotiable items, scanning checks, buying and selling cash from and to CDMs/TCRs or other Branch Reps/Vault Teller, opening/closing procedures
• Shifts include: 8AM – 5:30PM (M-W), 8AM – 6PM (Th-F), 8:30AM – 2:30PM (Sat)

Skills

Customer service

Sales experience

Education

High school

Tools

Symitar/Episys

MeridianLink

Job description

VCCU seeks a full-time, non-exempt employee to open new accounts, establish memberships, and process consumer and business loans. The role includes recommending solutions with empathy, handling teller duties as needed, and ensuring accurate documentation and funding for loan packages.

Responsibilities cover reviewing procedures, coordinating with support departments, and identifying cross-sell opportunities to deepen member relationships. Strong financial services background preferred.