loan operations specialist

Thrivent

<div>Under general supervision, this position provides general technical and operational support and knowledge for functions related to the bank&rsquo;s consumer loan processing and servicing operations functions and home equity servicing operations. This role will ensure loan servicing activities are performed accurately and in compliance with internal policies and procedures within the Consumer Loan Operations team. This position will require working in the Operation Center Office in Appleton, WI as needed. 
DUTIES &amp; RESPONSIBILITIES:<div><div><ul><li>
Create and review consumer loan closing packages to ensure compliance with regulatory and bank lending policy.</li></ul></div><div><ul><li>
Complete loan maintenance items within various systems including but not limited to file maintenance, lien releases, loan payoff quotes, satisfactions, subordinations, and fee adjustments.</li></ul></div><div><ul><li>
Accurately enter new loan data into the bank&rsquo;s core processing system for accurate collateral tracking, repayment method and reporting.</li></ul></div><div><ul><li>
Meet quality and productivity standards and perform in a fast-paced loan production environment.</li></ul></div><div><ul><li>
Responsible for accurate disbursements of loan proceeds, including payoffs, general ledger entries, and check disbursements.</li></ul></div><div><ul><li>
Accountable for responding to verbal and written inquiries from internal and external clients in accordance with department procedures.</li></ul></div><div><ul><li>
Process payoffs, loan payments and returned loan payments.</li></ul></div><div><ul><li>
Reviews various scheduled reports, as assigned, for exceptions, errors, auditing, and to perform maintenance transactions.</li></ul></div><div><ul><li>
Models Thrivent&rsquo;s leadership competencies &ndash; courage, collaboration, and commitment by demonstrating resiliency, working together to make the best decisions, and holding yourself and others accountable.
</li></ul></div><div><ul><li>Supports and/or develops an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients. Shapes and/or supports a culture that represents the Thrivent purpose, promise and values, ensuring that Thrivent&rsquo;s trust and reputation remain strong with its clients.
</li><li>This role will require working directly with the bank&rsquo;s internal and external clients to accurately manage all requests in a confidential and timely manner according to service level agreements and standard operating procedures.</li><li>
This role also requires strong partnerships and communication between the Personal Banking Team to ensure we are delivering the best experience for our clients with the onboarding of new consumer loans.</li></ul></div></div><div><div> 
 QUALIFICATIONS &amp; SKILLS:<div><div>
 Required:</div><div><ul><li>
High School/equivalent or an associate degree preferred</li></ul></div><div><ul><li>
One year banking operations experience required with customer service experience preferred</li></ul></div><div><ul><li>
One year customer service experience required with banking operations experience preferred</li></ul></div><div><ul><li>
Strong communication (written and verbal), interpersonal and customer-service skills</li></ul></div></div><div><div> 
Preferred:</div><div><ul><li>
Demonstrate excellent problem resolution skills</li></ul></div><div><ul><li>
Ability to coordinate multiple tasks simultaneously</li></ul></div><div><ul><li>
Bank operations platform experience preferred</li></ul></div><div><ul><li>
Ability to work accurately, both independently and as part of a team, with interruptions to meet deadlines</li></ul>
Additional Information<ul><li>
This position requires you to be able to work on-site in Appleton, WI in a hybrid working structure with some remote flexibility.</li></ul></div></div></div></div> 
Pay Transparency 

Thrivent&rsquo;s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $19.80 - $26.79 per hour, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important. 

Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits. 

The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent&rsquo;s plans/policies are subject to change at any time at Thrivent&rsquo;s discretion. 
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.</div>

Consumer Loan Ops Rep-Bank, Hybrid

Johnson & Associates

<div>
 
 
 Location:
 
 New York or New Jersey
 
 
 
 Working Arrangement:
 
 Hybrid (2 days in office, 3 days remote)
 
 
 Salary: $80,000 - $120,000 ( Analyst or AVP dependant )
 
 
 
 
 
 
 The Opportunity
 
 
 
 
 
 
 We are partnering with a leading global bank to recruit a
 
 Loans Agency AVP / Analyst
 
 to join their
 
 Loans Agency Operations team
 
 . This is a unique opportunity for an experienced professional to take ownership of the administration and servicing of a complex loan agency portfolio, ensuring precision, compliance, and operational excellence.
 
 
 In this role, you will act as a key liaison between clients, banks, and internal stakeholders, providing technical expertise and leadership across the full lifecycle of agency and bilateral loan facilities. Your ability to interpret loan documentation, manage risk, and drive process improvements will be critical in delivering a seamless client experience.
 
 
 
 
 
 
 Key Responsibilities
 
 
 <ul>
 <li>
 
 Loan Administration and Maintenance:
 
 </li>
 <li>
 Independently manage the daily loan administration of commitment facilities, including borrowings, rollovers, repayments, and prepayments.
 </li>
 <li>
 Review and approve loan deals, ensuring alignment with credit approvals and facility documentation.
 </li>
 <li>
 Provide technical support and consultative guidance to account officers and loan administration staff.
 </li>
 <li>
 
 Deal Execution and Closing:
 
 </li>
 <li>
 Lead the administrative aspects of new deal closings, including pre-closing coordination, documentation review, and funds flow management.
 </li>
 <li>
 Calculate, invoice, and disburse deal-related fees, ensuring accuracy and compliance.
 </li>
 <li>
 Coordinate with borrowers, agent banks, and internal teams to facilitate smooth transaction execution.
 </li>
 <li>
 
 Stakeholder Engagement:
 
 </li>
 <li>
 Serve as the primary liaison for clients, agent banks, and internal teams, resolving queries and ensuring timely communication.
 </li>
 <li>
 Collaborate with Treasury on rate settings, funding, and reconciliation activities.
 </li>
 <li>
 Support system migration initiatives, including LoanIQ training and process optimisation.
 </li>
 <li>
 
 Process Improvement:
 
 </li>
 <li>
 Identify opportunities for operational efficiency and contribute to ongoing process enhancements.
 </li>
 <li>
 Maintain the integrity and accuracy of all transactional data and records.
 </li>
 </ul>
 
 
 
 
 
 What We Look For
 
 
 <ul>
 <li>
 
 Experience:
 
 Loans agency administration experience
 </li>
 <li>
 
 Technical Skills:
 
 Proficiency in
 
 LoanIQ, ACBS
 
 , or similar loan administration platforms.
 </li>
 <li>
 
 Personal Attributes:
 
 Exceptional organisational skills, attention to detail, and the ability to thrive in a high-pressure environment. Strong communication and stakeholder management skills are essential.
 </li>
 </ul>
 
 
 
 
 
 Why This Role?
 
 
 
 This position offers the opportunity to work within a
 
 high-performing, growing, global team
 
 that values
 
 precision, innovation, and client service
 
 , within a collaborative environment offering a good work life balance. You will have the chance to
 
 shape processes
 
 , influence deal execution, and contribute to a portfolio of
 
 high-value, complex transactions
 
 . With a
 
 competitive salary
 
 ,
 
 hybrid working arrangement
 
 , and genuine autonomy, this role is ideal for professionals seeking
 
 technical depth and career progression
 
 .
 
</div>

Loans Agency AVP / Analyst

State Bank Northwest

SUMMARYThe position of Commercial Loan Processor is responsible for preparing commercial, Ag, SBA, consumer &amp; TRID loan documentation; process customer loan payments and advances; boards loan to core system and images loan documentation; promotes business for the Bank by maintaining excellent customer relations. This is a full-time, on-site position M-F.ESSENTIAL DUTIES&middot; Completes commercial and Ag loan documentation&middot; Understanding of UCC/Real Estate/Crop collateral documentation requirements &amp; perfection&middot; Prepares Consumer loan document requests&middot; Understanding of Loan Estimate and Closing Disclosure requirements&middot; Reviews loan documentation for accuracy&middot; Boards signed loans to core maintaining data integrity&middot; Responsible for the disbursement of new loan funds&middot; Indexing of loan documentation to imaging system&middot; Prepare and maintain collateral files, ensuring complete and accurate documentation&middot; Process paid off loans &amp; collateral release&middot; Insurance tracking &amp; follow-up&middot; Detail and accuracy are a must&middot; Be able to effectively prioritize in a high-paced environmentJob Type: Full-timePay: $25.00 - $33.00 per hourBenefits:<ul><li>401(k) matching</li><li>Dental insurance</li><li>Flexible spending account</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Application Question(s):<ul><li>How many years of LaserPro experience do you have?</li></ul>Education:<ul><li>High school or equivalent (Preferred)</li></ul>Experience:<ul><li>Commercial Document Preparation: 2 years (Required)</li></ul>Work Location: In person

Commercial Loan Processor

Washington Trust Bank

<div>This role is primarily responsible for the servicing of Commercial loans including but not limited to preparing commercial loan documentation, loan boarding, collateral perfection &ndash; including but not limited to; real estate, UCC and titled vehicle secured, processing of related financial transactions, and loan reconciliation functions.

Location: This role is open to candidates within Washington Trust Bank&rsquo;s footprint of Washington, Idaho, and Oregon. A hybrid work schedule is available after training, combining remote and onsite work. Regular, reliable attendance is required.

Schedule: Monday thru Friday, 8:00am - 5:00pm.

Essential Functions:
<ul>
<li>Handle loan boarding and collateral perfection.</li>
<li>Audits and reviews loan documents for a variety of commercial loan products to ensure compliance with regulatory and policy issues.</li>
<li>Responsible for handling loan package requests from bank lenders and determining required documentation for specific loan type and conditions.</li>
<li>Orders and verifies supporting documentation. Reviews documents for accuracy and completeness. Manipulates systems and uses knowledge to create effective loan packages.</li>
<li>Prepares appropriate documentation for collateral to be pledged. Ensures accuracy and completeness for perfection and government regulations.</li>
<li>Effectively communicate with other departments in the Bank, collaborating with internal and external customers to ensure a successful customer experience.</li>
</ul>
Qualifications:
<ul>
<li>Proficient knowledge of loan documentation, collateral perfection, and general loan servicing, as well as bank, federal, and state policies and requirements.</li>
<li>Experience with LaserPro, BakerHill NextGen, Jack Henry Silverlake or similar loan servicing, boarding and collateral perfection platforms preferred.</li>
<li>Minimum of 1-3 years of experience working in a loan servicing or administrative environment is required.</li>
<li>Strong knowledge of lending laws, regulations and business loan documentation. Knowledge of flood regulation is a plus.</li>
<li>Demonstrated accuracy in working with detailed data in a deadline-oriented environment.</li>
<li>Demonstrated ability to quickly adapt to and utilize systems and applications.</li>
<li>Strong telephone and interpersonal communication skills.</li>
<li>Ability to effectively prioritize work projects to meet deadlines.</li>
</ul>
Pay Range:
Loan Servicing Specialist II- $20.67 - $31.03 
Loan Servicing Specialist III- $22.50 - $33.76

The compensation range represents the low and high end of the base compensation range for this position located in Central/Eastern Washington area. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. 
 
Candidates in Portland, OR metro area can anticipate a pay range of:

Loan Servicing Specialist II- $25.83 - $38.78 
Loan Servicing Specialist III- $28.13 - $42.20

Candidates in Seattle and Bellevue, WA metro area can anticipate a pay range of: 
 
Loan Servicing Specialist II- $28.93 - $43.44 
Loan Servicing Specialist III- $31.51 - $47.26 

What Our Culture Can Offer You:

Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation.

Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.</div>

Commercial Loan Servicing Specialist II-III

City National Bank of Florida

<div>
 
 About Us
 
 
 
 Think BIG. Achieve More.
 
 
 At City National Bank of Florida, we invest in our people and the communities we serve. Join a team where ambitious careers and meaningful relationships thrive together. We&rsquo;re entrepreneurs at heart&mdash;growing fast, making an impact, and shaping the future of banking in Florida. To learn more about City National Bank of Florida visit About Us!
 
 
 
 Overview
 
 
 
 The primary responsibility of this position is to perform the quality control of loan booking for all loan types, including new loans, renewals and modifications. Compares approval documentation on E-Booking package to core system "Navigator" for accuracy and reports deficiencies noted for proper resolution. The Quality Assurance Specialist adheres to department guidelines, policies, procedures and regulatory requirements while maintaining maximum level of quality and meeting threshold stablished by management as to the total number of loans required to be QC'd.
 
 
 
 What You'll Do
 
 
 
 <ul>
 <li>
 Perform Next Day Quality Control &amp; Post Quality Control review of loans which include New, Renewals, Extensions, Modifications, Participations and Syndicated loans.
 </li>
 <li>
 The daily loan threshold for review is 10 loans each. The threshold number is subject to change based on QC Specialist length of time within the unit, proficiency on subject loans and department needs.
 </li>
 <li>
 Thoroughly reviews key components on the Loan Input Sheet &ldquo;LISA&rdquo;, approved CAR and terms on Promissory Note, to ascertain constancy with the loan approval, and that the bank&rsquo;s core requirements (loan amount, interest rate, payment, insurance, escrow) amongst other key components of the loan, have been complied with.
 </li>
 <li>
 Once review has been completed open a KACE Ticket under the Loan QC Queue with any findings which need to be corrected on the loan.
 </li>
 <li>
 Interacts with Loan Processors, Risk, and RM&rsquo;s as necessary to timely and accurately help satisfy deficiencies noted at time of QC; follow up until matter has been resolved.
 </li>
 <li>
 Prior to documenting a finding as satisfied, review that all corrections indicated on the ticket have been accurately completed in Navigator by the appropriate team.
 </li>
 <li>
 Upload any revised documents requested from Loan Processor&rsquo;s at time of review to the Loan in Web Director.
 </li>
 <li>
 Assist with correction of the loan documents in the Bank&rsquo;s imaging system, Web Director, if issues are identified during the review process.
 </li>
 <li>
 Upload the QC Review Checklist along with supporting documentation, if applicable, to the Loan in Web Director.
 </li>
 <li>
 Performs other duties as assigned.
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 <ul>
 <li>
 2-4 years in a Quality Assurance role; experience in the banking industry.
 </li>
 <li>
 Ability to communicate effectively and professionally.
 </li>
 <li>
 Proficiency in Microsoft Office products (Excel, Word, etc).
 </li>
 <li>
 Demonstrated understanding of mortgage lending operations and industry, specifically how it relates to Quality Control.
 </li>
 <li>
 Strong problem solving skills.
 </li>
 <li>
 Attention to detail and ability to multi-task.
 </li>
 <li>
 Excellent communication and interpersonal skills with the ability to interact with internal and external stakeholders.
 </li>
 <li>
 Prioritization and Time Management.
 
 
 </li>
 </ul>
 
 Education
 
 
 
 <ul>
 <li>
 High School Diploma or GED equivalent.
 </li>
 <li>
 An equivalent combination of education and/or relevant professional experience may be considered in lieu of a degree.
 
 
 </li>
 </ul>
 Benefits &amp; Perks
 
 
 We offer a competitive benefits package designed to support your success:
 
 
 <ul>
 <li>
 Health Coverage: Medical, dental, and vision plans with employer contributions.
 </li>
 <li>
 Retirement Savings: 401(k) with matching.
 </li>
 <li>
 Paid Time Off &amp; Holidays: Generous PTO and paid holidays.
 </li>
 <li>
 Wellness Support: Access to mental health and financial wellness resources.
 
 
 </li>
 </ul>
 Visit our benefits page to learn more Benefits!
 
 
 Join City National Bank of Florida. The possibilities are endless.
 
 
 
 Special Information To Candidates
 
 
 
 City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department talent.attraction@citynational.com.
</div>

Loan Quality Assurance Specialist

Homewise

<div>Reports to: Senior Director of Lending
Classification: Full-time / Exempt
Supervisory Responsibilities: None
Position Mission
The mission of the Mortgage Lending Training Specialist is to strengthen the skills, knowledge, and effectiveness of the Homewise mortgage lending team by developing and delivering high-quality training programs, documenting processes and procedures, and serving as the lead administrator for the Loan Origination System (LOS). This role bridges operational expertise with adult learning to build a capable, confident, and compliant team that delivers exceptional service to Homewise customers.
Essential Duties and Responsibilities
The Mortgage Lending Training Specialist is responsible for carrying out the following duties:<ul><li>Designs, develops, and delivers training programs for mortgage lending staff, including onboarding curricula, ongoing skills development, and regulatory compliance training.</li><li>Creates and maintains training materials including manuals, job aids, process guides, e-learning modules, and quick-reference resources for loan processing, underwriting support, and customer service workflows.</li><li>Conducts regular training needs assessments in partnership with the Mortgage Loan Operations Director to identify skill gaps and prioritize learning objectives.</li><li>Facilitates both in-person and virtual training sessions for new hires and existing team members, adjusting instruction to accommodate varying experience levels.</li><li>Serves as the primary subject matter expert and lead administrator for the Loan Origination System (LOS), including system configuration, user access management, troubleshooting, and staff support.</li><li>Coordinates with the LOS vendor on system updates, enhancements, and issue resolution; communicates changes to staff and develops corresponding training materials.</li><li>Documents and maintains up-to-date standard operating procedures (SOPs) for all mortgage lending processes, ensuring alignment with regulatory requirements and Homewise policies.</li><li>Monitors and evaluates the effectiveness of training programs through assessments, observation, and performance data; continuously improves training content based on findings.</li><li>Partners with Mortgage Loan Officers, Loan Processors, and Loan Operations leadership to ensure training reflects current best practices and regulatory expectations.</li><li>Supports compliance training efforts related to RESPA, TRID, HMDA, and other applicable federal and state mortgage lending regulations.</li><li>Assists in the onboarding of new lending staff, ensuring a smooth transition into their roles through structured orientation and mentorship activities.</li><li>Uses the Homewise, Inc. STARS database system, Outlook, Calyx Loan Origination system, and other electronic tools to provide the best service to customers.</li><li>Compliance with all applicable regulations, policies, and procedures.</li></ul>
Expected Outcomes<ul><li>Training programs result in measurable improvements in staff competency, accuracy, and productivity across the mortgage lending team.</li><li>New hires reach full productivity within defined onboarding timelines and demonstrate proficiency in required systems and processes.</li><li>The Loan Origination System operates efficiently and reliably; staff receive timely support and are kept current on system changes.</li><li>Standard operating procedures are documented, current, and accessible to all relevant staff, reducing errors and inconsistency in loan processing workflows.</li><li>Displays a high degree of customer service and responsiveness when supporting internal team members and working with business contacts.</li></ul>
Competencies<ul><li>Instructional design and facilitation. Skilled in designing effective adult learning experiences and delivering engaging training in both in-person and virtual settings.</li><li>Technical proficiency. Demonstrated ability to learn, administer, and train others on complex software systems, particularly Loan Origination Systems.</li><li>Communication skills. Able to clearly present information &ndash; both orally and written &ndash; and adapt communication style to diverse audiences.</li><li>Customer service. Extremely responsive to internal team requests; exceeding colleagues&rsquo; expectations. Abides by Homewise, Inc. Customer Service Standards.</li><li>Attention to detail. Reviews work thoroughly to ensure accuracy in training content, SOPs, and system configurations.</li><li>Problem-solving skills. Grapples to understand a problem and its underlying causes before finding a solution; applies this approach to both training gaps and system issues.</li><li>Accountability. Embraces accountability in order to achieve meaningful results and models this for the team.</li><li>Flexibility and adaptability. Adjusts quickly to changing priorities, system updates, and regulatory requirements. Copes effectively with complexity and change.</li><li>Collaboration. Ability to build strong working relationships across departments and work effectively as part of a team.</li><li>Computer skills. Competence in Microsoft Excel, Word, Outlook, Loan Origination software, Windows, and other software applications as appropriate.</li><li>High standards. Expect personal performance and training deliverables to be nothing short of the best.</li></ul>
Education and Experience<ul><li>High school diploma or equivalent required; associate&rsquo;s or bachelor&rsquo;s degree in education, business, or a related field preferred</li><li>Minimum of three years&rsquo; experience in mortgage lending, loan processing, or a related financial services role required</li><li>Experience in training, instructional design, or staff development strongly preferred</li><li>Demonstrated experience with Loan Origination Systems required; Calyx Point experience strongly preferred</li><li>Knowledge of federal mortgage lending regulations (RESPA, TRID, HMDA) required</li><li>Ability to serve Spanish-speaking clients and staff in Spanish preferred</li></ul>
Work Schedule<ul><li>Must be able to work flexible hours, including evenings and/or weekends on occasion.</li><li>No overtime allowed without preapproval</li><li>Expected to be available 8:00 am to 5:00 pm mountain time</li><li>Available for trainings as designated by HW</li></ul>
Physical Requirements<ul><li>This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.</li><li>Must be able to occasionally lift up to 20 pounds</li><li>Must be able to maneuver around various client business offices and workspaces.</li></ul></div>

Mortgage Lending Training Specialist

American 1 Credit Union

<div><div><div><div><div>We are growing and looking for Personal Bankers/Member Service Specialist. Do you have experience with the following?<ul><li>
Looking out for the Financial Wellness of members by thoroughly reviewing their accounts and building personal relationships to retain membership.</li><li>
Opening new bank accounts such as checking, savings, IRA&rsquo;s.</li><li>
Opening new credit cards and analyzing credit reports</li><li>
Assisting with full lending needs such as analyzing loan requests, processing documentation, closing and funding the loan, follow up with the member and monitoring your queue.</li></ul>
If so, we invite you to consider a career at American 1 Credit Union! Below are more details before you decide to apply:<ul><li>
Location: On-site in, Milan, MI</li><li>
Position: Personal Banker/Member Service Specialist</li><li>
Wage: 21.13/hour (Competitive)</li><li>
Benefits start on day one: Health, Dental, Vision, Responsible Time Off</li><li>
All offers of employment are contingent upon background screens.</li></ul>
The Member Service Specialist is responsible for delivering excellent member experience through a wide range of credit union transactions, including opening new memberships, lending, and more. The Member Service Specialist must maintain accurate records and follow all credit union processes, policies and procedures while serving the members. This position requires excellent communication skills to effectively engage and recognize the member&rsquo;s needs and ensure that they are offered products and services that will assist the member with reaching financial wellness. The Member Service Specialist works collaboratively with their branch team to assure that the member experience is superior, and goals are achieved.
 Essential Job Functions<ul><li>
Engaged Communication: Ensure that engagement between co-workers and members is meaningful with a focus on listening to learn and offering quality solutions.</li><li>
GREAT Service Standards: Commitment to offering superior member experience while following all the GREAT service standards.</li><li>
Accurately Process Member Activity: Service all new and existing accounts, including internal transfers, updating accounts accordingly, ordering/reorder of member checks, process stop payment requests, card inquiries, and troubleshooting. Process all levels of loan applications including auto, credit card, home equity, etc. Submit all loan and membership applications in a timely manner for audit and examination purposes.</li><li>
Focus on Purpose/Mission: Focused on the credit union&rsquo;s purpose and mission statement of creating financial wellness in our community through everyday banking.</li><li>
Scorecard Accountability: Cross-offer new checking, lending, and product protection to members that are consistent with individual and branch goals.</li><li>
Focused on Clear Member Communication: Properly notify members of loan decisions, follow up on approved applications, prepare all necessary documents, and finalize loan and disbursement of funds. Provide our members with excellent service in person and by phone, answer general and specific account and loan inquiries, and other related Credit Union services and products. Respond to members' requests, problems, and complaints, and/or direct them to the proper person for specific information and assistance.</li><li>
Employee Culture: Committed to supporting a culture that is inclusive for all.</li><li>
Core Process, Policy, and Procedure Review and Recommendations: Responsible for following all core processes, policies, and procedures including policies and procedures for customer identification and all BSA requirements.</li><li>
Community Advocate: Serves as a representative of the credit union while in the community.</li><li>
Branch Support: Commitment to working all assigned hours and having the flexibility to work from any credit union location within 20 miles of home branch. Willingness to mentor and support other team members. Assist teller line when needed, including processing members' deposits, withdrawals, loan payments, transfers initiated by phone or in person, and other miscellaneous member transactions efficiently and accurately.</li></ul>
 Competencies Required<ul><li>
People Focused and Strong Communication: Empathetically seek understanding of what members and team members require, expect, and use available resources, policies, and opportunities in their best interest without compromising institutional core values and core focus.</li><li>
Achiever, Initiative, and Goal Driven: The employee drives for results and success, is committed to their job, sets high standards of performance, pursues aggressive goals, and works hard to achieve them, displays a high level of effort and commitment to work, and takes ownership. Motivated to achieve goals. Measurable outcomes may include Sales, Growth, Retention, Productivity, Service level, Quality accuracy, Efficiency, Timeliness, Cost savings, etc. Committed to executing individual scorecard goals as well as achieving branch goals.</li><li>
Focused, Accuracy, and Attention to Detail: Thoroughness and accuracy in accomplishing a task through concern for all the areas involved, no matter how small. Monitors and checks work or information and plans and organizes time and resources efficiently.</li><li>
Trustworthy, Reliability, and Confidentiality: Personally responsible; completes work in a timely, consistent manner; works hours necessary to complete assigned work; is regularly present and punctual; arrives prepared for work; is committed to doing the best job possible; keeps commitments. Able to keep all information obtained confidential including member, employee, and credit union information. Follows all core processes, policies, and procedures.</li><li>
Engaged and Collaborative: The employee will work with others to achieve common organizational goals in a spirit of honoring diversity and mutual respect. Effectively communicates by actively listening and sharing relevant information with co-workers, supervisor(s), and members so as to anticipate problems and ensure the effectiveness of the institution.</li><li>
Humbly Confident and Inquisitive: Committed to asking questions for clarification so that confidence is built in the member relationships. Admit when there is an opportunity for improvement and celebrate with the team when we win together.</li></ul>
Key Accountability Items:<ul><li>
Support and Collaborate with Branch Team</li><li>
Accuracy and completion of account and loan documentation</li><li>
Uphold GREAT service standards.</li><li>
Personal Scorecard Results</li><li>
High level of knowledge of all products and services</li></ul>
 Requirements:<ul><li>
A minimum education of high school diploma or GED.</li><li>
Prior customer service and sales experience.</li><li>
Credit union or banking experience preferred but not required.</li></ul>
 The Ideal Candidate:<ul><li>
Excellent verbal and written communication skills</li><li>
Working knowledge of PC applications such as Microsoft Office</li><li>
Ability to work independently or as a collaborative member of a team.</li><li>
Ability to direct other team members and coach others.</li><li>
Knowledge of credit union products, services, policies, core processes, and procedures.</li><li>
Ability to provide supervisory leadership of professional- and intermediate-level staff.</li><li>
Demonstrated member-focused strategy skills.</li><li>
Demonstrated skill in gathering, reporting, and summarizing trends in data.</li><li>
Ability to express oneself clearly and articulately both orally and in writing.</li><li>
Ability to make decisions and take initiative in problem resolution.</li><li>
Ability to exercise tact and responsibility with handling confidential information.</li></ul>
 NOTE: The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.</div></div></div></div></div>

Personal Banker (Member Service Specialist) -

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