Member Solutions & Lending Specialist

BMI Federal Credit Union; Ohio; On-site; USD 42,000 - 68,000; Full time

Benefits offered by this job

401(k) Plan with Company Match

Paid Time Off & Paid Holidays

Medical, Dental, and Vision Insurance

Wellness Program

Life & Disability Insurance

Educational Assistance

Generous HRA Funds

Employee Assistance Program (EAP)

Job summary

BMI Federal Credit Union in Columbus, OH is seeking a Member Service/Loan Specialist to explain Credit Union products, cross-sell services, and process consumer loan transactions with minimal supervision. The role may travel to other branches and assist the Contact Center as needed.

Requirements include a high school diploma or GED, 1–3 years related experience, Notary Commission with STAMP, and cash handling; Mortgage Loan Originator license preferred.

Qualifications

• High school degree, GED, or equivalent required.
• 1–3 years of proven related experience; a viable combination of experience and education will be considered.
• Notary Commission and Certification with STAMP required
• Mortgage Loan Originator license preferred
• Basic math skills and cash handling experience
• Excellent communication and interpersonal skills

Responsibilities

• Interview and assist Members in completing consumer loan applications; coordinate loan closings and prepare loan documents
• Proactively seek cross-selling opportunities by evaluating Members’ needs and explaining available services
• Provide loan products to Members in a timely and efficient manner
• Open new accounts and process necessary forms (Savings, Checking, IRAs, Trust, and Estate)
• Assist with MSR relief and process mail payments when needed

Skills

Customer service

Communication

Cash handling

Cross-selling

Attention to detail

Teamwork

Education

High school diploma or GED

Notary Commission & STAMP certification

Tools

Microsoft Office

Job description

BMI Federal Credit Union in Columbus, OH is seeking a Member Service/Loan Specialist to explain Credit Union products, cross-sell services, and process consumer loan transactions with minimal supervision. The role may travel to other branches and assist the Contact Center as needed.

Requirements include a high school diploma or GED, 1–3 years related experience, Notary Commission with STAMP, and cash handling; Mortgage Loan Originator license preferred.