Senior Member Specialist & Lending support (MSR3)

Forest Area Federal Credit UnionCadillac, MI
29d

About The Position

Join Our Team as a Senior Member Specialist & Lending support (MSR3) Where exceptional service, financial guidance, and meaningful member relationships come together. Are you passionate about helping people reach their financial goals? Do you enjoy a fast-paced environment where every day brings something new? Forest Area Federal Credit Union is looking for a skilled Senior Member Specialist & Lending support (MSR3) to provide top-tier service, support our members through their financial journeys, and play a key role in growing our lending and member service operations. ✨ What You’ll Do As a Member Service Representative III, you will be the go-to expert for our members. In this role, you will:

Requirements

  • 1–3 years of related financial, banking, or member service experience.
  • Education: Associate degree or Completion of relevant certification, licensing, or specialized training.
  • Certified Financial Counselor
  • Strong communication and problem-solving skills.
  • Ability to multitask in a dynamic, member-focused environment.
  • A passion for helping members succeed financially.

Responsibilities

  • Communicate daily with members and deliver an outstanding service experience.
  • Process debit disputes, wires, stop payments, and a variety of member transactions.
  • Open all account types including personal, business, HSA, and IRA accounts.
  • Receive, prepare, and organize member loan applications for underwriting.
  • Guide members through the loan process—providing education, options, and solutions.
  • Complete required Financial Counseling certification to better support members’ needs.
  • Cross-sell credit union products such as checking, savings, loans, and loan protection.
  • Ensure all documentation is complete, accurate, and compliant with CU policies and regulations.
  • Support teller operations as needed—processing deposits, withdrawals, payments, and balancing your cash drawer.
  • Assist with member follow-ups, correspondence, record updates, and general administrative tasks.
  • Act as a liaison between members and internal departments to ensure seamless service.
  • Perform additional duties to support branch operations and team success.
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