Remote Member Services & Loans Specialist

ICCU

Meridian (ID)

On-site

USD 38,000 - 52,000

Full time

3 days ago
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Benefits offered by this job

Matching 401K
Pension
Tuition Reimbursement
Employee Assistance Program
Employee Wellness Program
Life and Disability Insurance
Awesome Culture
Business Discounts

Job summary

ICCU in Meridian, Idaho is seeking a member-focused professional to interview, qualify, and assist members for loans and new accounts, using the online VideoChat channel to deliver efficient service.

The role requires 1–2 years in sales or customer service, a Bachelor's degree or equivalent, and knowledge of lending policies. Strong math, confidentiality, and excellent communication are essential for success.

Qualifications

  • Bachelor's degree or equivalent experience preferred.
  • 1–2 years of sales or customer service experience preferred.
  • Knowledge of federal regulations and general lending policies.
  • Ability in math, ten-key calculator, and computer proficiency.

Responsibilities

  • Interview and qualify members for loans of all types within policy.
  • Assist members with opening new accounts and VideoChat transactions.
  • Cross-sell ICCU products and services.
  • Maintain Core Values and provide courteous, accurate service.
  • Process member wire transfers and respond to questions promptly.

Skills

Communication skills
Customer service
Sales experience
Confidentiality awareness

Education

Bachelor's Degree or equivalent experience

Job description

ICCU in Meridian, Idaho is seeking a member-focused professional to interview, qualify, and assist members for loans and new accounts, using the online VideoChat channel to deliver efficient service.

The role requires 1–2 years in sales or customer service, a Bachelor's degree or equivalent, and knowledge of lending policies. Strong math, confidentiality, and excellent communication are essential for success.

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