Virtual Banking & Lending Specialist

US #1364 Federal Credit Union; Merrillville (IN); On-site; USD 2,066,000 - 2,755,000; Full time

Job summary

US #1364 Federal Credit Union is seeking a Financial Services Representative (Virtual) to build member relationships by offering a wide range of financial products and services. The role handles virtual loan applications and supports mortgage processing while assisting members with account needs and digital banking education.

Responsibilities include delivering prompt service, validating member identities, and resolving inquiries.

Qualifications

• High school diploma or equivalent required; Associate degree in business or finance preferred.
• 1–2 years of customer service experience, preferably in a financial institution.
• Strong communication and problem-solving skills.
• Ability to work independently and in a team-oriented environment.
• Proficient in Microsoft Office and core banking systems.
• Experience with banking regulations or credit union operations is a plus.

Responsibilities

• Provide prompt, courteous service to members by phone or electronically.
• Verify member identity using established procedures.
• Assist members with lending and service requests, including loan applications and closing.
• Educate members on credit union products and digital banking options.
• Cross-sell financial solutions to meet member needs.
• Maintain accurate records and comply with policies.

Skills

Customer service

Communication

Problem solving

Independent work

Teamwork

Microsoft Office

Core banking systems

Education

High school diploma

Associate degree in business or finance preferred

Tools

Microsoft Office

Core banking systems

Job description

US #1364 Federal Credit Union is seeking a Financial Services Representative (Virtual) to build member relationships by offering a wide range of financial products and services. The role handles virtual loan applications and supports mortgage processing while assisting members with account needs and digital banking education.

Responsibilities include delivering prompt service, validating member identities, and resolving inquiries.