Membership Operations Specialist
About The Position
Process new membership and deposit accounts by verifying eligibility, completing requirements, and following up on pending applications. Efficiently process loan funding requests by reviewing documentation, coordinating with internal teams for compliance, and managing fund disbursement. Act as the initial point of contact for members, delivering outstanding service in the areas of loan and account opening. 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. The responsibilities listed do not contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this position. Duties, responsibilities and activities may change at any time with or without notice.
Requirements
- Minimum - High School or Equivalent
- Minimum - 2 Years Loan funding, processing or related
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
Benefits
- health care
- vision
- dental
- 401k with employer match
- Annual performance bonus
- Work from home up to 3 days a week
- Paid parental leave
- Employee discount programs
- Time off including paid personal and sick days
- 11 paid holidays
- Education reimbursement
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
