Member Service Center Representative, Lending

Advancial Federal Credit Union

Member Service Representative at Advancial facilitating loan applications and providing service-oriented assistance. Ensuring member satisfaction and compliance with lending policies in a hybrid workplace.

Posted 7/13/2026full-timeIrving • Texas • 🇺🇸 United StatesJunior💰 $23 - $28 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in processing loan applications and providing accurate product information to support member decisions. Proficient in using CRM tools for managing leads and ensuring compliance with lending policies.

Highest-signal resume keywords

Loan ProcessingCRM ToolsCompliance with Lending PoliciesExcel ProficiencyMember Service

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Loan ApplicationsProduct KnowledgeCross-SellingWire Transfer ProcessingLexisNexis Verification

Soft Skills

MultitaskingSelf-MotivatedProactive Approach

Certifications & Qualifications

Associates Degree

Industry Keywords

Lending CycleMember VerificationSales GoalsOperational Continuity

About the role

Key responsibilities & impact

Process loan applications and guides members through the lending cycle from inquiry to closing
Provide accurate product information to support member decisions on loans and credit union services
Achieve sales and penetration goals for loan products and related services
Ensure compliance with lending policies, account‑opening requirements, and member‑verification standards
Maintain strong product knowledge across all credit union offerings to enable effective cross‑selling and referrals
Deliver high‑quality member service across phone, digital, and in‑person channels
Strengthen member relationships by using CRM tools to manage leads, track goals, and identify next‑best‑product opportunities
Support operational continuity by being available during closures or inclement‑weather situations
Process wire transfer requests sent in through various channels. Verify wire information accuracy along with ensuring member security. Conduct LexisNexis verifications when needed to verify the identity of a caller.

Requirements

What you’ll need

Associates Degree (A.A.) or equivalent from two–year College or technical school; and one year of lending experience or equivalent combination of education and experience.
Proficient in Excel with the ability to work efficiently with spreadsheets and data
Strong multitasking skills with the ability to manage and prioritize multiple tasks
Self‑motivated with a proactive approach to workload and responsibilities

Benefits

Comp & perks

Take Time for Life: In addition to 11 company holidays, you start with 3 weeks of vacation, and recharge at our beautiful vacation homes in Destin, FL, and Breckenridge, CO – free for you and your loved ones (you just pay taxes).
Retire with Confidence: We contribute to your 401k. It’s our way of helping you build the future you deserve.
Pets Are Family Too: With affordable pet insurance (we even chip in), your furry friends are covered for everything from checkups to surgeries.
Invest in Your Future: We’ll cover 80% of your tuition costs after one year, so you can continue to grow, learn, and achieve your goals.
Life Happens: Our Advancial Life Rewards program reimburses you up to $1,000 each year for unexpected expenses – because we know life doesn’t always go according to plan