Credit Union West · 4 weeks ago
Member Loan Specialist
Phoenix, AZ, US
Full-time
Onsite
Mid Level
$23.22/hr - $26.39/hr
3+ years expCredit Union West is a recognized leader in employee satisfaction, and they are seeking a Member Loan Specialist to enhance member experiences. This role involves providing consultative financial advice, processing loan applications, and maintaining member accounts while ensuring compliance with security protocols.
BankingCreditFinancial ServicesInsurance
Responsibilities
Sales and Service – Consistently demonstrates behaviors that reflect the mission, core values and service standards of the Credit Union. Meets or exceeds sales and production objectives by handling member requests, identifying needs and making recommendations. Responsible for application processing, funding of consumer loans including personal, credit cards, auto, and home equity, as well as submitting qualified department referrals. Solicits a variety of peace-of-mind ancillary products associated with loans. Accurately completes loan and title documents. Participates in outbound calling campaigns as needed
New Account and Member Maintenance – Opens, maintains, and closes a wide variety of membership accounts such as: savings, checking, certificate, and retirement accounts. Opens specialty accounts such as Business, Trust and Estate. Provides members and team members with proactive and timely follow up. Assists members with a wide range of services such as online banking, direct deposit, automatic transfers, and account maintenance. Assists members through digital channels such as phone, and email, ensuring professional communication through all channels. Encourages adoption of digital services. Completes teller transactions as needed
Resource and Branch Support – Provides subject matter expert resources to branch team and acts as a lead in the absence of a manager to de-escalate member concerns. Uses good judgment to provide overrides within permission authority. Ensures compliance and security protocols are adhered to and keeps manager apprised of concerns. Demonstrates knowledge retention of policy and procedures. Completes auditing, cash ordering and vault related responsibilities as assigned. Completes teller transactions as needed
Performs other duties as assigned
Qualification
Required
A high school diploma or G.E.D
A minimum of 3-5 years of lending experience in a financial institution required
Ability to work shifts between the hours of Monday – Saturday 8am to 6pm
NMLS required
Able to communicate effectively and tactfully with employees and members both orally and in writing
Demonstrate critical thinking and being self-reliant to better analyze and solve problems
Effective time management and organizational skills
Ability to multi-task and be agile to serve members and employees
Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom)
Thorough knowledge and understanding of organization's Employee Handbook and policies
Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act
Preferred
Bilingual preferred
Benefits
Full-time employees receive 100% paid health, dental & vision insurance
Earn incentives up to 15%, depending on position
401K plan with employer matching funds up to 5%
Profit Sharing
Tuition reimbursement
Gym membership reimbursement
Paid time off for holidays, vacation, and sick days
Credit Union West membership and discounts
Company
Credit Union West
Credit Union West is a financial cooperative that offers banking, insurance, investment and credit services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Ning Duong
EVP, Chief Operating Officer
Recent News
2025-08-14
Honolulu Star-Advertiser
2024-11-24
2023-12-25
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