What are the responsibilities and job description for the Senior Member Specialist & Lending support (MSR3) position at Forest Area Federal Credit Union?
Join Our Team as a Senior Member Specialist & Lending support (MSR3)
Where exceptional service, financial guidance, and meaningful member relationships come together.
Are you passionate about helping people reach their financial goals? Do you enjoy a fast-paced environment where every day brings something new? Forest Area Federal Credit Union is looking for a skilled Senior Member Specialist & Lending support (MSR3) to provide top-tier service, support our members through their financial journeys, and play a key role in growing our lending and member service operations.
What You’ll Do
As a Member Service Representative III, you will be the go-to expert for our members. In this role, you will:
You will play a pivotal role in:
At Forest Area FCU, you’re not just filling a position—you’re joining a community-focused team dedicated to making a difference in the lives of our members. You’ll have opportunities to grow, learn, and advance while contributing to a supportive and collaborative environment.
If you’re ready to take the next step in your financial services career, we’d love to hear from you! Apply today and help us continue delivering exceptional service to our members.
Where exceptional service, financial guidance, and meaningful member relationships come together.
Are you passionate about helping people reach their financial goals? Do you enjoy a fast-paced environment where every day brings something new? Forest Area Federal Credit Union is looking for a skilled Senior Member Specialist & Lending support (MSR3) to provide top-tier service, support our members through their financial journeys, and play a key role in growing our lending and member service operations.
What You’ll Do
As a Member Service Representative III, you will be the go-to expert for our members. In this role, you will:
- Communicate daily with members and deliver an outstanding service experience.
- Process debit disputes, wires, stop payments, and a variety of member transactions.
- Open all account types including personal, business, HSA, and IRA accounts.
- Receive, prepare, and organize member loan applications for underwriting.
- Guide members through the loan process—providing education, options, and solutions.
- Complete required Financial Counseling certification to better support members’ needs.
- Cross-sell credit union products such as checking, savings, loans, and loan protection.
- Ensure all documentation is complete, accurate, and compliant with CU policies and regulations.
- Support teller operations as needed—processing deposits, withdrawals, payments, and balancing your cash drawer.
- Assist with member follow-ups, correspondence, record updates, and general administrative tasks.
- Act as a liaison between members and internal departments to ensure seamless service.
- Perform additional duties to support branch operations and team success.
You will play a pivotal role in:
- Delivering prompt, accurate, and friendly service to every member.
- Meeting or exceeding monthly goals in loans, cross-sales, and service quality.
- Ensuring error-free processing of all accounts, loans, and documentation.
- Troubleshooting member issues with clarity, patience, and professionalism.
- Upholding all compliance, regulatory, and credit union standards.
- 1–3 years of related financial, banking, or member service experience.
- Education:
- Associate degree or
- Completion of relevant certification, licensing, or specialized training.
- Certified Financial Counselor
- Strong communication and problem-solving skills.
- Ability to multitask in a dynamic, member-focused environment.
- A passion for helping members succeed financially.
At Forest Area FCU, you’re not just filling a position—you’re joining a community-focused team dedicated to making a difference in the lives of our members. You’ll have opportunities to grow, learn, and advance while contributing to a supportive and collaborative environment.
If you’re ready to take the next step in your financial services career, we’d love to hear from you! Apply today and help us continue delivering exceptional service to our members.