Member Outreach Specialist
Foothill Credit Union, Arcadia, CA, United States
Position
Member Outreach Specialist (MOS)
Location Hybrid role based in Arcadia, CA.
Responsibilities
Assume responsibility for all online new membership applications using Meridian Link with effective cross‑selling and communications through the entire onboarding lifecycle
Consult and close Consumer Loan applications using Meridian Link that have been approved but not funded
Service calls in conjunction with the established 45‑day onboarding process for all new members
Open new share accounts and all associated services
Maintain a complete understanding of all Foothill products and services, including deposit products, consumer loan products, Home Equity Lines of Credit, Home Advantage products, and digital services
Understand all Consumer loan ancillary products: Mechanical Breakdown Insurance (MBI), Guarantee Asset Protection (GAP), Credit Life/Disability Insurance
Maintain thorough knowledge of key application systems such as Epysis, Meridian Link, text message solution, Alkami, CRM, etc.
Partner with Marketing and Business Development teams to develop and request targeted outbound member contact campaigns, actively promoting and cross‑selling credit union promotions
Attend all front‑line meetings and trainings when requested
Prepare monthly production reports for tracking and process improvement
Regularly suggest improvements to policies, procedures, member programs/promotions, and processes
Qualifications
High School Diploma or GED required
Minimum of three (3) years of experience in personal banking, preferably within credit union operations
Experience in consumer loans and deposit products in the Meridian Link lending system (or other loan or new account origination platforms) required
Solid understanding of credit union regulations and statutes required
National Mortgage Licensing System (NMLS) certification desired
Aptitude for detail and ability to perform in a fast‑paced, changing environment
Experience with credit reports
Ability to define problems, collect data, establish facts, and draw valid conclusions
Ability to read and analyze loan documents and all applicable disclosures
Bi‑lingual (Spanish/English) proficiency preferred
Strong oral and written communication skills
Functional knowledge and experience with Windows (Word, Excel, PowerPoint, etc.) and other computer applications
Ability to use discretion when handling confidential information
Self‑motivated and frequently demonstrates initiative
Ability to maintain a good working relationship with all team members, members, and use good judgment in recognizing the scope of authority
Benefits and Perks
100% covered Medical/Dental/Vision for Team Members
401(k) plan with match
Profit‑Sharing Plan
Paid Holidays
Paid Time‑Off
And more!
Compensation Pay Range: $28.50 to $31.50 per hour
EEO Statement Foothill Credit Union is an Equal Opportunity Employer and does not discriminate against any team member or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, intersectionality, status as a veteran, and basis of disability or any other federal, state, or local protected class.
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Location Hybrid role based in Arcadia, CA.
Responsibilities
Assume responsibility for all online new membership applications using Meridian Link with effective cross‑selling and communications through the entire onboarding lifecycle
Consult and close Consumer Loan applications using Meridian Link that have been approved but not funded
Service calls in conjunction with the established 45‑day onboarding process for all new members
Open new share accounts and all associated services
Maintain a complete understanding of all Foothill products and services, including deposit products, consumer loan products, Home Equity Lines of Credit, Home Advantage products, and digital services
Understand all Consumer loan ancillary products: Mechanical Breakdown Insurance (MBI), Guarantee Asset Protection (GAP), Credit Life/Disability Insurance
Maintain thorough knowledge of key application systems such as Epysis, Meridian Link, text message solution, Alkami, CRM, etc.
Partner with Marketing and Business Development teams to develop and request targeted outbound member contact campaigns, actively promoting and cross‑selling credit union promotions
Attend all front‑line meetings and trainings when requested
Prepare monthly production reports for tracking and process improvement
Regularly suggest improvements to policies, procedures, member programs/promotions, and processes
Qualifications
High School Diploma or GED required
Minimum of three (3) years of experience in personal banking, preferably within credit union operations
Experience in consumer loans and deposit products in the Meridian Link lending system (or other loan or new account origination platforms) required
Solid understanding of credit union regulations and statutes required
National Mortgage Licensing System (NMLS) certification desired
Aptitude for detail and ability to perform in a fast‑paced, changing environment
Experience with credit reports
Ability to define problems, collect data, establish facts, and draw valid conclusions
Ability to read and analyze loan documents and all applicable disclosures
Bi‑lingual (Spanish/English) proficiency preferred
Strong oral and written communication skills
Functional knowledge and experience with Windows (Word, Excel, PowerPoint, etc.) and other computer applications
Ability to use discretion when handling confidential information
Self‑motivated and frequently demonstrates initiative
Ability to maintain a good working relationship with all team members, members, and use good judgment in recognizing the scope of authority
Benefits and Perks
100% covered Medical/Dental/Vision for Team Members
401(k) plan with match
Profit‑Sharing Plan
Paid Holidays
Paid Time‑Off
And more!
Compensation Pay Range: $28.50 to $31.50 per hour
EEO Statement Foothill Credit Union is an Equal Opportunity Employer and does not discriminate against any team member or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, intersectionality, status as a veteran, and basis of disability or any other federal, state, or local protected class.
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