Member Service Representative

• 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.

Member Service Representative jobs in Texas

See all jobs on JobTailor

Member Service Center Representative, Lending