Membership Operations Specialist

Alliant Credit Union; Illinois; Hybrid; USD 42,000 - 59,000; Full time

Benefits offered by this job

Annual performance bonus

Work from home up to 3 days a week

Paid parental leave

Employee discount programs

Paid time off (personal & sick)

11 holidays

Job summary

Alliant Credit Union is recruiting for a position involving loan funding and membership processing. You will coordinate with underwriters, processors, and consultants to ensure timely funding and compliant disbursement, while maintaining fraud prevention and privacy standards.

The role includes processing deposits and specialty accounts, with a focus on first-contact resolution and ongoing process improvements. A work-from-home option up to 3 days per week is available.

Qualifications

• Minimum high school diploma or equivalent.
• Experience in loan funding, processing or related fields is preferred.
• Ability to verify documents and signatures and handle inquiries with accuracy.

Responsibilities

• Manage loan funding pipeline and prioritize tasks to meet deadlines and audit loan documents.
• Coordinate with underwriters, processors and consultants; handle funding and disbursement including checks and transfers.
• Process membership and accounts; review, qualify and open deposit accounts including Trust, CD, UTMA and ATM/debit cards.
• Validate membership eligibility; verify documents for fraud prevention and assist with inquiries.
• Ensure transactions comply with Bank Secrecy Act and applicable laws; maintain ethics and privacy directives.
• Participate in software testing and process improvement to enhance service quality.

Skills

Loan funding

Fraud prevention

Compliance

Customer service

Ethics & privacy

Education

High School or equivalent

Job description

• Manage loan funding pipeline and prioritize tasks to meet deadlines, review and audit loan documents
• Coordinate with underwriters, processors and consultants, and handle funding and disbursement processes including checks, wire transfers, and automatic payments
• Process membership and accounts and review, qualify, open deposit accounts, specialty accounts like Trust, CD and UTMA and ATM/debit cards
• Validate membership eligibility, verify documents and signatures for fraud prevention, and handle routine and complex membership inquiries aiming for first-contact resolution.
• Ensure transactions comply with the Bank Secrecy Act and relevant laws, maintain ethics and privacy directives
• Participate in software testing and process improvement initiatives to enhance service quality and operational efficiency.

Essential Responsibilities

• Manage loan funding pipeline and prioritize tasks to meet deadlines, review and audit loan documents
• Coordinate with underwriters, processors and consultants, and handle funding and disbursement processes including checks, wire transfers, and automatic payments
• Process membership and accounts and review, qualify, open deposit accounts, specialty accounts like Trust, CD and UTMA and ATM/debit cards
• Validate membership eligibility, verify documents and signatures for fraud prevention, and handle routine and complex membership inquiries aiming for first-contact resolution.
• Ensure transactions comply with the Bank Secrecy Act and relevant laws, maintain ethics and privacy directives
• Participate in software testing and process improvement initiatives to enhance service quality and operational efficiency.

Education & Years Of Experience

• Minimum - High School or Equivalent
• Minimum - 2 Years Loan funding, processing or related

Compensation & Benefits

Typical hiring range: $41,900.00 to $59,400.00 Annually. Actual compensation will be determined using factors such as experience, skills & knowledge.

Benefits: Alliant provides a benefits package including health care, vision, dental, and 401k with employer match including:

• Annual performance bonus
• Work from home up to 3 days a week
• Paid parental leave
• Employee discount programs
• Time off including paid personal and sick days
• 11 paid holidays
• Education reimbursement
• Note that eligibility and cost of benefits can vary depending on the number of regularly scheduled hours, and job status such as regular full-time, regular part-time, or temporary employment.

Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act. Ensures compliance with all applicable state and federal laws, company procedures and policies. Maintains integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives.

The responsibilities listed do not contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this position. Duties, responsibilities and activities may change at any time with or without notice.