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Loan Officer
Job Description
Loan Officer / Member Experience Specialist IIIAbout the RoleWe're seeking a motivated financial professional who is passionate about helping members achieve their goals. As a Loan Officer / Member Experience Specialist III, you'll guide members through consumer lending and account-opening processes while delivering exceptional service across phone, online, video, and in-person channels.In this role, you'll evaluate loan applications, open new memberships, identify financial solutions, and build strong relationships that enhance the member experience.What You'll DoMember Service & Relationship Building
- Serve as a primary point of contact for member inquiries by phone, online, video banking, and in person.
- Provide prompt, professional service while resolving questions and identifying opportunities to meet members' financial needs.
- Educate members on Credit Union products, services, and digital banking solutions.
- Build relationships through outbound and follow-up communications.
- Receive, process, and fund consumer loans, credit cards, and Home Equity Line of Credit (HELOC) applications.
- Review applications, verify documentation, calculate income, and ensure compliance with lending policies and regulations.
- Coordinate loan closings and explain loan terms, payments, and related documentation.
- Assist members with ancillary products such as debt protection, GAP coverage, and extended warranties.
- Communicate with members, dealers, and internal teams to ensure a smooth lending experience.
- Open and maintain new membership and deposit accounts through both remote and in-person channels.
- Ensure account documentation is accurate, complete, and compliant.
- Recommend products and services that support members' financial goals and contribute to branch growth.
- Maintain accurate records, audit documentation, and complete required reports.
- Support process improvement initiatives and contribute ideas to enhance efficiency and member service.
- Collaborate with team members and departments to achieve organizational goals.
- Maintain a secure, organized, and professional work environment.
- Humanness – We stay positive, authentic, and make work enjoyable.
- Resourcefulness – We solve problems creatively and adapt to challenges.
- Learning – We continuously grow and improve together.
- Togetherness – We build strong relationships and support one another.
- Serving – We proactively help our members and teammates succeed.
- High school diploma or equivalent
- 1–3 years of experience in a financial institution
- Experience with consumer lending, account opening, or member service functions
- Strong communication, organizational, and relationship-building skills
- Ability to manage multiple priorities while maintaining accuracy and attention to detail
- Proficiency with business software and financial systems
- Knowledge of consumer lending and new account procedures
- Understanding of Credit Union operations
- Sales, referral, or business development experience
For recruiting purposes, I'd also consider renaming the position to something more marketable, such as:
- Consumer Loan Officer & Member Experience Specialist
- Member Experience & Lending Specialist
- Consumer Lending Specialist
- Relationship Banker / Loan Officer (if competing with banks for talent)
- Senior Member Experience Specialist – Lending & New Accounts
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Discover exciting job opportunities in the vibrant Springfield, Missouri area! Known for its blend of urban amenities and picturesque natural surroundings, Springfield offers a unique blend of charm and opportunities for career growth. With a thriving arts scene, including venues like the Springfield Art Museum and Juanita K. Hammons Hall for the Performing Arts, as well as delicious cuisine at local favorites like Casper’s and Hurt's Donut Company, there is always something enticing to explore. From cheering on the Springfield Cardinals at Hammons Field to hiking trails in the scenic Ozark Mountains around the city, Springfield provides a delightful balance of work and play. Begin your journey towards a fulfilling career in this enchanting region by exploring our job listings today!