Mobile Member Service & Lending Specialist

BCU; Juana Díaz (PR); On-site; USD 35,000 - 55,000; Full time

Job summary

BCU seeks a Rep, Mobile Member Service to travel across multiple branches and deliver timely, accurate member service while cross-selling credit union products to meet mutual financial goals.

The role handles loan processing from application to close, interviews members to identify needs, completes loan applications, conducts transactions, and maintains strong member relations. Travel up to 90% may be required; bilingual English/Spanish is a plus.

Qualifications

• High School Diploma or equivalent.
• Minimum 2 years' experience in Financial Institution, cash handling, and/or retail sales is preferred.
• Excellent verbal and written communication skills.
• Must be detail oriented and possess excellent organizational skills.
• Ability to consistently represent one's self, and the credit union, in a positive and professional manner at branch and outside business development events.
• Ability to multi-task, and to work well under pressure.
• Ability to work well in a team environment.
• Ability to travel (approximately 90% travel will be required). Some out-of-state travel may be required.
• Operate independently with minimal direction.
• Intermediate knowledge of Windows PC skills and thorough knowledge of relevant BCU computer systems.
• Bilingual (English & Spanish)

Responsibilities

• Proficient in processing loans from application to close with proven sales results.
• Interview members/prospective members to identify, solicit and fulfill their present and future financial and lending needs.
• Process loan applications, close loans with loan add-on products and service member loan requests.
• Conduct all member service transactions.
• Build and maintain favorable member relations/relationships.
• Comply with internal and external regulations, policies, and procedures.
• Responsible for the achievement of individual referrals and service goals.
• Successfully complete all required registrations or certifications as needed
• Travelling across multiple branches.

Skills

Communication skills

Detail oriented

Organizational skills

Professional conduct

Multi-tasking

Team player

Travel readiness

Independent worker

Bilingual EN/ES

Education

High School Diploma or equivalent

Tools

Windows PC

BCU systems

Job description

BCU seeks a Rep, Mobile Member Service to travel across multiple branches and deliver timely, accurate member service while cross-selling credit union products to meet mutual financial goals.

The role handles loan processing from application to close, interviews members to identify needs, completes loan applications, conducts transactions, and maintains strong member relations. Travel up to 90% may be required; bilingual English/Spanish is a plus.