Connect Credit Union

Fort Lauderdale, FL

Member Service Representative

$28,000-$60,500 / YEAR
Job Description

 The primary function of this job is to provide outstanding service to members by promoting and selling credit union services and products to new and existing members and by fully using job-relevant technical skills, maintaining/updating technical skills and seeking to enhance service skills.


This position is a multileveled position with a job progression track, which requires the employee to be proficient in the following areas:

1) open new savings-product accounts ,

2) provide teller services to members,

3) process loan applications and close loans .


All front-office positions are high visibility/high volume and require the ability to make decisions within established guidelines, the willingness to work within a sales environment, and the ability to be a team player in an organization that values the spirit of teamwork.



Job Requirements

Position Functions

    Process member loan inquiries and respond to member questions

    Explain the credit union lending process

    Interview members to obtain information needed to develop credit applications

    Gather background information on loan applicants, researching discrepancies

    Verify employment of persons applying for loans

    Pull & review credit reports for all borrowers

    Process credit applications using established credit procedures

    Cross-sell lending and other credit union products

    Input loan information in computer using established loan procedures

    Present application and supporting information to loan officer

    Generate loan documents for, process and disburse consumer loans as directed

    Ensure documents are properly completed

    Ensure loan information is properly and accurately entered into the system

    Explain loan decisions to members in a clear and concise manner

    Coordinate closing appointments

    Assist with processing payroll deduction, distribution, and allotments as needed

    Maintain loan files using established procedures