Membership Operations Specialist

Alliant Credit Union•Chicago, IL

12d•$41,900 - $59,400•Hybrid

About The Position

This role is responsible for managing the loan funding pipeline, processing membership and accounts, and ensuring compliance with relevant laws and regulations. The specialist will coordinate with various teams, handle funding and disbursement processes, and address member inquiries. The position also involves participating in software testing and process improvement initiatives to enhance service quality and operational efficiency. Adherence to the Bank Secrecy Act, state and federal laws, company procedures, and privacy directives is crucial.

Requirements

High School or Equivalent
2 Years Loan funding, processing or related experience
Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act
Ensures compliance with all applicable state and federal laws, company procedures and policies
Maintains integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives

Responsibilities

Manage loan funding pipeline and prioritize tasks to meet deadlines, review and audit loan documents
Coordinate with underwriters, processors and consultants, and handle funding and disbursement processes including checks, wire transfers, and automatic payments
Process membership and accounts and review, qualify, open deposit accounts, specialty accounts like Trust, CD and UTMA and ATM/debit cards
Validate membership eligibility, verify documents and signatures for fraud prevention, and handle routine and complex membership inquiries aiming for first-contact resolution
Ensure transactions comply with the Bank Secrecy Act and relevant laws, maintain ethics and privacy directives
Participate in software testing and process improvement initiatives to enhance service quality and operational efficiency