Membership Operations Specialist

Alliant Credit Union; United States; Hybrid; USD 41,900 - 59,400; Full time

Benefits offered by this job

Annual performance bonus

WFH up to 3 days/week

Paid parental leave

Employee discount programs

Paid personal and sick days

11 paid holidays

Education reimbursement

Job summary

Alliant Credit Union is seeking a detail‑oriented member and loan funding specialist in the United States. The role involves processing new memberships, opening deposit and specialty accounts, and coordinating loan funding with underwriters to ensure timely disbursements.

You will validate eligibility, review documents for accuracy, and uphold Bank Secrecy Act compliance while delivering exceptional member service.

Qualifications

• High school diploma or equivalent.
• 2 years of loan funding, processing or related experience.

Responsibilities

• Process new memberships and deposit accounts, verify eligibility and complete requirements.
• Manage loan funding pipeline by coordinating with underwriters, processors and consultants and handling funding and disbursement processes.
• Open and review deposit accounts, including specialist accounts like Trust, CD, UTMA, and issue ATM/debit cards.
• Validate memberships, verify documents and signatures to prevent fraud and resolve inquiries on first contact where possible.
• Ensure compliance with Bank Secrecy Act and applicable laws, and maintain privacy standards.
• Participate in software testing and process improvement to boost service quality and efficiency.

Skills

Customer service

Attention to detail

Verbal communication

Education

High School diploma or equivalent

Job description

Description

Process new membership and deposit accounts by verifying eligibility, completing requirements, and following up on pending applications. Efficiently process loan funding requests by reviewing documentation, coordinating with internal teams for compliance, and managing fund disbursement. Act as the initial point of contact for members, delivering outstanding service in the areas of loan and account opening.

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 of Loan funding, processing or related experience

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.

• 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

Compliance & Ethics

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.