Member Outreach Specialist at Foothill Credit Union

Arcadia, California, United States -

Full Time

Start Date

Immediate

Expiry Date

14 Jul, 26

Salary

31.5

Posted On

15 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Member outreach, Consumer lending, Account onboarding, Cross-selling, Financial consultation, Meridian Link, Customer service, Sales, Data analysis, Communication, Microsoft Office, CRM, Banking regulations, Loan processing, Relationship management

Industry

Financial Services

Description

Description Position: Member Outreach Specialist Pay Range: $28.50 to $31.50 per hour FLSA Classification: Non-exempt This is a hybrid role based in Arcadia, CA. Join the Team That Puts Community First! Foothill Credit Union isn’t just a financial institution—we’re a trusted partner proudly rooted in the heart of the San Gabriel Valley. For decades, we’ve been serving educators, healthcare professionals, municipal employees, families, and more than 250 local businesses with one mission: to improve our members' financial health. Our commitment to excellence speaks for itself: Five-Star Rating from Bauer Financial—placing us among the best in the industry. CUNA’s 2021 Member Benefits Top Performance Award for delivering an average direct benefit of $690 per member household. #1 in California for 2024 in the overall return of value to members among peer credit unions ($700MM–$1B), according to Callahan & Associates. But we’re more than numbers—we’re a community advocate. Through partnerships, events, sponsorships, and fundraising, we give back to the people and organizations that make the San Gabriel Valley thrive. When you join Foothill, you’re not just building a career—you’re making a difference. Ready to be part of something bigger? Apply today and help us continue to raise the bar for service, innovation, and community impact! 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! What You'll Do: Are you energized by connecting with people, driving growth, and turning opportunities into lasting relationships? We’re looking for a Member Outreach Specialist who brings enthusiasm, professionalism, and a proactive mindset to every interaction. The Member Outreach Specialist (MOS) is a dynamic, people-focused professional who brings energy, polish, and a consultative approach to new member onboarding, sales, and ongoing engagement. This role plays a critical part in driving organizational growth by maximizing approved loan closings, supporting online and digital membership expansion, and proactively engaging new and prospective members through targeted phone, email, and text outreach. The MOS serves as a primary point of contact for new members, including online applicants and approved borrowers who have not yet funded, providing guidance, consultation, and hands-on assistance with processing, funding, account openings, and next steps. In partnership with Marketing and Business Development, this position executes focused outreach campaigns designed to grow membership, increase loan volume, and deepen member relationships. Success in this role depends on strong collaboration with Consumer Loan Specialists, branch team members, marketing partners, and Business Development Consultants to ensure timely follow-up, seamless service, and measurable results. Essential Duties and Responsibilities: The requirements below represent the knowledge, skill, and/or ability required but may not be all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate. Assume responsibility for all online new membership applications using Meridian Link with effective cross-selling and communications through the entire onboarding lifecycle Assume responsibility for consulting and closing Consumer Loan applications using Meridian Link that have been approved but have not been funded Service calls in conjunction with the established 45-day onboarding process in effect for all new members Open new share accounts and all services associated with the account Maintain a complete understanding of all Foothill products and services, including all deposit products and services and consumer loan products, including Home Equity Lines of Credit and Home Advantage products and digital services Has a complete understanding of all Consumer loan ancillary products, Mechanical Breakdown Insurance (MBI), Guarantee Asset Protection (GAP), and Credit Life/Disability Insurance Maintain a thorough working knowledge of key application systems such as Epysis, Meridian Link, text message solution, Alkami, CRM, etc. Partner with the Marketing and Business Development teams to develop and request targeted outbound member contact campaigns by actively promoting, explaining, 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 makes suggestions to improve policies, procedures, member programs/promotions, and process changes Requirements Experience/Education Requirements: • High School Diploma or GED required • Minimum of three (3) years of experience in personal banking, preferably within credit union operations, working in departments such as New Accounts and Lending • Experience in consumer loans and deposit products in the Meridian Link lending system (or other loan or new account origination platforms) is required • A solid understanding of credit union regulations and statutes is required Desired certifications in the following areas: National Mortgage Licensing System (NMLS) Other Skills and Abilities: • Aptitude for detail and ability to perform in a fast-paced and 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 is preferred • Strong oral and written communication skills • Must have 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 by going "above and beyond" performing what is required for the position • Ability to maintain a good working relationship with all team members, members, and to use good judgment in recognizing the scope of authority 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.

Responsibilities

The Member Outreach Specialist drives organizational growth by managing new member onboarding, processing consumer loan applications, and executing targeted outreach campaigns. They serve as a primary point of contact to provide financial consultation and ensure seamless service for new and prospective members.