Member Solutions & Lending Specialist

Financial Staffing Resources, Ltd.; Irving (TX); On-site; USD 32,000 - 33,000; Full time

Benefits offered by this job

401K matching

Paid holidays

120 PTO hours

Telemedicine

Flexible spending account

Health savings account

Employee assistance program

Casual dress code

Advancement opportunities

Job summary

Financial Staffing Resources, Ltd. is recruiting for a Member Services Representative – Lending & Member Solutions in the United States. The role involves handling member calls and emails, processing loans, and assisting with accounts while supporting cross-selling of credit union products.

You will back up the teller line, verify transactions, and ensure compliance with lending policies. Effective communication and problem-solving are essential for success in this position.

Qualifications

• High school education or equivalent.
• Six months to two years of related experience in a financial institution.
• Knowledge of Teller policies and procedures.
• Understanding of Credit Union operations and consumer lending practices.

Responsibilities

• Responds to member inquiries by phone and email in a professional manner, resolves complaints, and identifies cross-selling opportunities.
• Interviews loan applicants to collect information, reviews loan documents for accuracy, and explains loan options to members.
• Assists members with opening/closing accounts and refers complex issues to management as needed.
• Backs up teller line by processing deposits, withdrawals, and loan payments, and handles money orders and cashier\'s checks.

Skills

Customer service

Cross-selling

Phone & email support

Education

High school diploma or equivalent

Job description

Financial Staffing Resources, Ltd. is recruiting for a Member Services Representative – Lending & Member Solutions in the United States. The role involves handling member calls and emails, processing loans, and assisting with accounts while supporting cross-selling of credit union products.

You will back up the teller line, verify transactions, and ensure compliance with lending policies. Effective communication and problem-solving are essential for success in this position.