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.

Lending & Loan Processing

• 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.

New Accounts & Membership Growth

• 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.

Operations & Team Support

• 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.

Our CultureWe live our Culture Codes every day:

• 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.

What We're Looking ForRequired

• 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

Preferred

• Knowledge of consumer lending and new account procedures
• Understanding of Credit Union operations
• Sales, referral, or business development experience

Success in This RoleSuccessful team members consistently deliver exceptional member experiences, process loans and accounts accurately, meet lending and referral goals, maintain compliance standards, and contribute to a collaborative, high-performing team culture.
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

Meet Your Recruiter

Julie Summers
Staffing Professional

Julie Summers began her journey with ASC in Springfield, Mo as a Staffing Professional in 2025. She has a long history of working in the staffing industry, with clients and employees. She loves to work with people and help to encourage them as well as finding them the best placement possible. Julie takes pride in making sure clients and employees have all that they need to succeed. Although Julie is new to ASC, she is dedicated and excited to be working on our team and serve her community.

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