Lending & Member Services Specialist

Responsibilities

• Process loan applications and guide members through the lending cycle from inquiry to closing
• Provide accurate product information to support member decisions on loans and credit union services
• Achieve sales and penetration goals for loan products and related services
• Ensure compliance with lending policies, account‑opening requirements, and member‑verification standards
• Maintain strong product knowledge across all credit union offerings to enable effective cross‑selling and referrals
• Deliver high‑quality member service across phone, digital, and in‑person channels
• Strengthen member relationships by using CRM tools to manage leads, track goals, and identify next‑best‑product opportunities
• Support operational continuity by being available during closures or inclement‑weather situations
• Process wire transfer requests sent in through various channels, verify wire information accuracy, verify member security, and conduct Lexis Nexis verifications when needed

• Associate Degree (A.A.) or equivalent from a two‑year college or technical school
• One year of lending experience or equivalent combination of education and experience
• Proficient in Excel with the ability to work efficiently with spreadsheets and data
• Strong multitasking skills with the ability to manage and prioritize multiple tasks
• Self‑motivated with a proactive approach to workload and responsibilities

Hybrid schedule — in office on Fridays only, subject to change.

Location:

100 E Royal Lane, Suite 300, Irving, Texas, 75309.

Compensation is based on qualifications, with a pay range of $23–$28 per hour.

• Take Time for Life:
  In addition to 11 company holidays, you start with 3 weeks of vacation, and recharge at our beautiful vacation homes in Destin, FL, and Breckenridge, CO – free for you and your loved ones (you just pay taxes).
• Retire with Confidence:
  We contribute to your 401k.
• Pets Are Family Too:
  With affordable pet insurance (we even chip in), your furry friends are covered for everything from checkups to surgeries.
• Invest in Your Future:
  We’ll cover 80% of your tuition costs after one year.
• Life Happens:
  Our Advancial Life Rewards program reimburses you up to $1,000 each year for unexpected expenses.