Member Specialist

Exciting opportunity to join a new team as Northeast Community Federal Credit Union (NECFCU) expands to Sacramento, California. NECFCU is a nonprofit and member-owned, federally insured Community Development Credit Union (CDCU) founded in 1981. NECFCU is a certified Community Development Financial Institution (CDFI), recognized by the U.S. Department of the Treasury as having a high impact on the communities we serve. Our exclusive purpose is charitable and educational, providing critical services to underserved communities.

This Member Specialist role will require establishing new memberships, including all types of deposit accounts and loans offered by the credit union. The role will promote and open loan cross-service products and services; develop and maintain relationships with business partners such as mortgage loan officers, investment service representatives, and centralized lending; refer members to business partners when appropriate for additional services; communicate credit decisions to applicants and, if necessary, obtain additional loan information and documentation; prepare loans for approval and funding; sign loan documents and book loans to existing accounts; and work efficiently with team members to reach branch goals and maintain branch profitability.

Minimum Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience: High school diploma or general education degree (GED); two-year college or technical school preferred, or working toward a degree and experience. Minimum three years’ experience conducting monetary transactions, performing new accounts and loan activities, including being responsible for sales goals in a Credit Union or similar financial institution preferred; or an equivalent combination of education, experience, and/or training. Supervisory or leadership experience is desirable.

Language Skills: English proficiency is required; preference for Spanish speakers. Additional languages preferred. Ability to write routine reports and correspondence; ability to effectively present information to management, employees, or other groups.

Technical Skills: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rates, ratios, and percentages and to draw and interpret graphs. Ability to read, analyze, and interpret financial reports is desirable.

Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

Computer Skills: To perform this job successfully, an individual should have knowledge of spreadsheet software and word processing software.

NOTE: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel classified as such. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the credit union.