Healthcare Associates Credit Union job in Lisle, IL
Be the Voice That Makes a Difference Join a Purpose-Driven Team at HealthCare Associates Credit Union
Are you someone who thrives on helping others, solving problems, and creating positive experiences? At HealthCare Associates Credit Union, we're not just another financial institution-we're a mission-driven team dedicated to helping our members "Bank Healthy" by providing exceptional service and personalized financial solutions.
Why You'll Love Working With Us:
Salary Range: $23.21-$27.85/hr (Actual compensation will be determined using factors such as experience, skills & knowledge)
35-hour work week
4 weeks of paid time off
Federal holidays off
No working nights
Opportunity for quarterly incentives
Full benefits package
401K (Employer Matching up to 4.5% of eligible pay PLUS Employer Contribution of 4% of eligible pay)
Details:
If you are committed to customer service and a desire to learn, we will train you (financial institution experience preferred, but not required).
We take care of you so you can take care of our members!
About the Organization:
We are a full-service, credit union serving members of various Health Care organizations.
About the Position:
A key component of this role is to identify the financial needs of each member and recommend an appropriate quality financial solution. In addition, this position will have the overall responsibility of providing the members with accurate, efficient, and courteous service focusing on the following: opening of new accounts; maintaining member records; responding to member needs; processing member transactions through the mail, by phone, online or in person; accurately balancing work. The processing of Zelle, Bio-Catch, fraud and report monitoring are also a major responsibility. This team is also responsible for providing back-up Contact Center support, both from a queue and documentation processing perspective, as well as, branch support during staff shortages.
Duties and Responsibilities:
Member & Staff Service
Provide exceptional service to both internal and external members in alignment with the credit union's standards
Consistently meet or exceed established sales and service goals
Demonstrate strong and up-to-date product knowledge
Assist members effectively in person, by phone, email, and online
Process New Accounts
Establish savings/membership accounts
Open checking accounts & order checks
Open money market accounts & order checks
Open subsequent savings, Christmas club, vacation club accounts and CDs
Open and understand fiduciary accounts (representative payee, custodial, trust and estate accounts)
The processing and follow-up of all online applications
The processing of Business Development applications
Maintain Membership Records, Documentation and File Maintenance
Process name changes
Process address changes
Process all required account maintenance
Scan all applicable member documents daily
Utilize and record as required in Synapsys
Process and set-up auto share transfers, loan transfers and off cycle transfers per member request
Possess knowledge of Alkami and assist with online support
Possess knowledge of bill pay and assist with the set-up and usage
Prepare out clearing checks and forward to accounting daily
Respond to Member's Needs, Inquiries and Requests
Research account inquiries or discrepancies
Provide members with rates and account disclosure information
Suggest products and services to further benefit member financial needs
Order check copies, plastics, statement copies, and reorder checks, etc.
Complete verification of deposit forms and immigration letters
Process Members Mail in Transactions
Post deposits to various share accounts
Post loan payments
Process VISA payments
Send receipts for mailed in deposits
Send withdrawal checks or close accounts per member written request
Process Members Walk in Transactions
Post deposits to various share accounts
Post loan payments
Process VISA payments
Process cash and check withdrawal requests
Transfer funds between share account or from share to loan & VISA
Process wire transfer requests
Process stop payments
Process Charge-off and GL payments
Accurate Balancing
Examine checks for endorsements, negotiability, and determine if funds hold needs to be placed
Verify transaction slip is completed accurately. Assist in person member with completion if necessary. Complete transaction slip if it is a non-face to face, night drop or mail-in transaction.
Make sure all totals balance with computers teller balance records and recyclers if applicable
Zelle Processing, Review, Analysis and Support
Review, monitor and process all Zelle rule violations in Yellow Hammer and FCD
Review, monitor and process all accounts in PayCenter Portal
Review daily activity and reporting within CRM
Review and monitor Zelle reports
Bio-Catch Monitoring and Review
Process all daily Bio-Catch Alerts and code properly within Analysts Station
Review each alert within Alkami
Contact the member for transaction verification
Review Alkami reports
Review the Bio-catch Reports
Report Monitoring
Review all daily Fraud Prevention reports in Alkami
Review all daily Fraud Prevention reports in Bill Pay
Review daily Zelle reports
Review all daily External ACH Transfer report
Review the ACH External Transfer file for accounting daily
Fraud Processing, Review and Member Reimbursement
Review and work all fraud cases presented
Integrate the various required processes to complete the fraud workflows
Audits
Process all FIS audit requests
Process all ChexSystem audits
Assist internal auditors with document retrieval and presentation
Other
Adhere to other duties as assigned
Processing of incoming and outgoing mail for HACU's mail room in Lisle
Processing of HACU CD maturity notices
Processing of ODT letters and Opt In/Opt Out request
Knowledge, Skills and Abilities:
Ability to work cooperatively in a group setting
Basic math skills necessary for balancing
Working knowledge of computer systems (e.g., Word, Excel, PowerPoint, Windows 11, etc.)
Ability to communicate and convey thoughts and ideas clearly and concisely
Ability to multi-task and work in a fast-paced environment
Ability to listen attentively and work independently with minimal supervision
Qualifications:
High school diploma or equivalent
Prior financial institution experience helpful, but not required
Prior customer/member service experience helpful, but not required
HACU is an Equal Opportunity Employer
This is an onsite position
$23.2-27.9 hourly 2d ago
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Contact Center Representative (Financial Services/Customer Service)
Healthcare Associates Credit Union 3.5
Healthcare Associates Credit Union job in Lisle, IL
Job Description
Be the Voice That Makes a Difference Join a Purpose-Driven Team at HealthCare Associates Credit Union
Are you someone who thrives on helping others, solving problems, and creating positive experiences? At HealthCare Associates Credit Union, we're not just another financial institution-we're a mission-driven team dedicated to helping our members "Bank Healthy" by providing exceptional service and personalized financial solutions.
We're looking for a Contact Center Representative to be the welcoming voice of HACU-the first point of contact and a lasting impression for our valued members.
Why You'll Love Working With Us:
Competitive Pay: $23.21 - $27.85/hr (based on experience, skills & knowledge)
Work-Life Balance: 35-hour work week
Generous Time Off: 4 weeks of paid time off + all federal holidays off
Robust Benefits Package: Medical, dental, vision & more
Retirement Support: 401(k) with up to 4.5% match
plus
4% employer contribution
A Team That Feels Like Family: Supportive, collaborative, and purpose-driven culture
What You'll Be Doing:
Be the first voice our members hear-offering warmth, professionalism, and a can-do attitude
Help members manage accounts, loans, online banking, and other services
Answer questions, solve issues, and educate members about products and promotions
Identify opportunities to recommend tailored solutions that meet each member's financial needs
Work closely with your team to achieve service and sales goals
Embody our service promise: Respect, empathy, and ownership in every interaction
What You'll Bring:
High School Diploma or equivalent
Customer/Member Service experience - preferably in a Financial Institution setting but not required
Meet monthly sales goals
Loan processing experience preferred, but not required
IRA experience preferred, but not required
Excellent communication skills both verbal and written
Ability to work well under pressure and multitask
Enjoy problem solving and interaction with members
Excellent interpersonal skills
Strong phone etiquette, pleasant voice and demeanor
Type 20-30 words per minute a plus
Team oriented
Why This Role Matters:
At HACU, we believe that financial health is a key part of overall well-being. As a Contact Center Representative, you'll play a vital role in helping our members navigate life's financial journeys with confidence and care.
If you're ready to make an impact and grow your career with a credit union that truly puts people first-we'd love to meet you.
Apply today and help our members "Bank Healthy."
This is an onsite position.
HACU is proud to be an Equal Opportunity Employer.
Job Posted by ApplicantPro
$23.2-27.9 hourly 23d ago
Business Development Specialist
Healthcare Associates Credit Union 3.5
Healthcare Associates Credit Union job in Lisle, IL
Job Description
This role focuses on bringing in new Select Employee Groups (SEGs) and new members through a combination of in-person engagement, virtual outreach, and digital marketing strategies. The Business Development Specialist is responsible for driving HACU's growth by developing, nurturing, and expanding relationships with potential and existing members. The Specialist ensures exceptional member experiences while promoting HACU's products and services.
Key Responsibilities:
Member and Staff Service
• Deliver exceptional internal and external service.
• Maintain up-to-date product knowledge to guide members effectively.
• Act as a trusted resource for members and HR/benefits contacts.
New SEG and Member Development
• Identify and prospect potential SEGs within HACU's field of membership using CRM tools,
data insights, and networking.
• Conduct outreach via email, social media, phone, virtual meetings, and in-person visits.
• Represent HACU at new hire orientations, community events, employee appreciation
programs, and SEG associations.
• Onboard new members by assisting with applications and explaining products and services.
• Build and maintain strong relationships with HR and benefits executives to uncover new business opportunities.
Account Development and Growth
• Manage and strengthen relationships with existing SEGs and members.
• Review current accounts to identify opportunities for cross-selling and expanding engagement.
• Deliver group presentations, workshops, and educational sessions both in-person and virtually.
• Coordinate initiatives and events to drive membership growth.
• Track and maintain all account activity, communications, and follow-ups in CRM tools.
Collaboration and Execution
• Work closely with internal teams to ensure seamless service, promotions, and problem resolution.
• Maintain marketing materials, digital content, and promotional items for events and campaigns.
• Use analytics and feedback to refine outreach strategies and improve results.
Additional Responsibilities
• Assist in special projects
• This position is based at our headquarters but requires flexibility and agility to travel as needed to support relationship management and partner needs. Travel may include overnights and weekends.
• Perform other duties as assigned
Knowledge, Skills and Abilities:
• Excellent verbal and written communication.
• Excellent presentation skills, comfortable in front of groups of all sizes.
• Proficiency in consultative selling, lead generation, and closing deals. Ability to understand needs and offer tailored solutions.
• Motivated, self-starter.
• Ability to thrive in a fast-paced, dynamic environment with changing priorities.
• Strong analytical and problem-solving skills.
• Demonstrated ability to meet or exceed goals.
Qualifications:
• Degree in Marketing, Business, Communications or 3 to 5 years of marketing or business development experience
• Proficient in computer and software applications, including MS Office Suite (Word, Excel, PowerPoint), CRM systems, and video conferencing tools
HACU is an Equal Opportunity Employer
This is an on-site position
Job Posted by ApplicantPro
$45k-59k yearly est. 9d ago
Decatur Member Center Cashier
Cefcu 4.1
Decatur, IL job
Are you ready to make the most of your talents and abilities, while helping others make the most of their finances? Apply to join Team CEFCU!
CEFCU member service team members are critical to the success of the credit union. They provide a professional, knowledgeable, and caring experience when members contact us. We are looking for individuals who are personable, articulate, and positive to add to our already awesome team!
Demonstrates a strong, needs-based sales and service focus as defined and measured in the Member Center and Corporate Balanced Scorecards and Business Plans. Determines financial needs using a high impact questioning strategy, educates, cross-sells, and services members/potential members on CEFCU/CEFCU Investment Services (CIS) products and services. Reconciles daily Member Center cash operations. Has a broad understanding of CEFCU systems. Provides supervisory override on exception situations within established parameters of authority. Analyzes negotiable items and items that require special endorsements. Complies with government regulations and CEFCU policies and procedures. Follows Instant OFAC procedures. Monitors, orders, and forecasts office cash usage, Mastercard gift cards, Personal Money Orders (PMOs), Cashier's Checks, temporary checks, and Temporary Registration Permits (TRPs). Performs monthly and annual self-audits. Demonstrates proficient knowledge of Microsoft Office software to maintain various reports such as Teller Balancing and Cash Flow spreadsheets. Audits and maintains Automated Teller Machines (ATMs). Operates and maintains currency counter, coin sorter, and coin wrapper. Resolves member complaints and problems. Assists in Member Center scheduling and re-deploys staff within the office to meet business needs. Serves as a role model and leader for Member Assistants. Runs and balances teller drawer. Complies with vault security limits and dual control standards. Demonstrates a thorough understanding of CEFCU Robbery Procedures. Oversees and/or completes on-the-job training for Member Assistants and back-up Cashiers.
Hours:
Monday - Thursday 8:45 a.m. -- 5:15 p.m.
Friday 7:45 a.m. -- 5:15 p.m.
Saturday 7:45 a.m. -- 12:15 p.m.
Required:
High school diploma or equivalent.
May be required to register with the Nationwide Mortgage Licensing System and Registration (NMLS) to comply with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act).
Acquire and maintain proficiency in CEFCU mainframe applications and the following third party systems such as Credit Bureau for Debit Cards, Instant OFAC, VSoft, Speeedview, Card Wiz, True Checks, Evolve, Q2 Assist, and Checksystems.
Acquire and maintain a thorough understanding of all Federal and State Regulations governing Financial Institutions through the success completion of the formal Member Service Representative Cashier Module within one year, including required continuing education related to the Bank Secrecy Act.
Thorough understanding of all Member Assistant functions including technical knowledge of TES transactions.
Demonstrated relationship building, sales and service skills and a thorough knowledge of CEFCU products and services.
Successful completion of Disaster Recovery training.
Familiarity with ATM operations.
Minimum of one year of Member Assistant or commensurate experience.
Preferred:
Applicable college courses and/or commensurate experience.
Thorough understanding of all Member Service Representative functions, including knowledge of
Consumer Loan Origination (CLO) system.
Member Service Representative experience.
Ability to perform Notary services.
Summary Pay Range
The pay range for this position is $19.71 - $23.17.
Compensation offered may vary based on skills and experience. Please note that salary is only one component of total compensation at CEFCU.
Benefits
Financial
Merit-based raises
Health and Welfare
Generous paid time off (Holiday, Personal or Sick Time, Vacation)
Comprehensive Medical, Dental, and Vision coverage (PPO, HDHP)
Flexible Spending Plan (Medical Reimbursement Account and Dependent Care Reimbursement Account)
Health Savings Account
Voluntary Benefits (Accident Plan, Critical Illness Plan, Hospital Indemnity Plan)
Life Insurance
Accidental Death & Dismemberment Insurance
Disability Benefits
Defined Benefit Plan - Pension
Defined Contribution Plan - 401K
Additional Benefits
Employee Assistance Program
Tuition reimbursement
Career growth through internal job postings
Management Development Program: formal mentoring and training
Opportunities to help improve and build the CEFCU of tomorrow through process teams
Opportunities to personally contribute to corporate financial literacy and community initiatives
Casual days to support local charities
Employee discounts on entertainment, cell phone plans, theme park tickets, and more
On-site fitness center, fitness classes, and wellness program
It is CEFCU's policy and intent to provide equal opportunity to all persons without regard to race, color, religion, political affiliation, sex/gender (including gender expression/identity, pregnancy, childbirth and related medical conditions), marital status, registered domestic partner status, sexual orientation, age, ancestry, national origin, veteran status, disability, medical condition, genetic characteristics, and/or any other basis protected by law. This policy covers all facets of employment including, but not limited to: recruitment, selection, placement, promotions, transfers, demotions, terminations, training, and compensation.
$19.7-23.2 hourly Auto-Apply 26d ago
Corporate Communications Intern
Cefcu 4.1
Peoria, IL job
Are you ready to make the most of your talents and abilities, while helping others make the most of their finances? Apply to join Team CEFCU!
CEFCU member service team members are critical to the success of the credit union. They provide a professional, knowledgeable, and caring experience when members contact us. We are looking for individuals who are personable, articulate, and positive to add to our already awesome team!
Summary Pay Range
The pay for this position is $19.00 per hour
Compensation offered may vary based on skills and experience. Please note that salary is only one component of total compensation at CEFCU.
Benefits
Financial
Defined Contribution Plan - 401K
Health and Welfare
Ability to earn paid time off (Personal Time)
Additional Benefits
Opportunities to help improve and build the CEFCU of tomorrow through process teams
Opportunities to personally contribute to corporate financial literacy and community initiatives
Casual days to support local charities
On-site fitness center, fitness classes, and wellness program
Interns are not eligible for CEFCU-sponsored benefits, other than those required by local, state, and/or federal law.
It is CEFCU's policy and intent to provide equal opportunity to all persons without regard to race, color, religion, political affiliation, sex/gender (including gender expression/identity, pregnancy, childbirth and related medical conditions), marital status, registered domestic partner status, sexual orientation, age, ancestry, national origin, veteran status, disability, medical condition, genetic characteristics, and/or any other basis protected by law. This policy covers all facets of employment including, but not limited to: recruitment, selection, placement, promotions, transfers, demotions, terminations, training, and compensation.
$19 hourly Auto-Apply 25d ago
Consumer Loan Processor (Previous Financial Experience Not Required)
Healthcare Associates Credit Union 3.5
Healthcare Associates Credit Union job in Lisle, IL
Are you someone who thrives on helping others, solving problems, and creating positive experiences? At HealthCare Associates Credit Union, we're not just another financial institution-we're a mission-driven team dedicated to helping our members "Bank Healthy" by providing exceptional service and personalized financial solutions.
Consumer Loan Processor - Immediate Opening - 35 Hour Work Week
Salary Range: $23.21-$27.85/hr (Actual compensation will be determined using factors such as experience, skills & knowledge)
35-hour work week
4 weeks of paid time off
Federal holidays off
No working nights or weekends
Opportunity for quarterly incentives
Full benefits package
401K (Employer Matching up to 4.5% of eligible pay PLUS Employer Contribution of 4% of eligible pay)
If you are committed to customer service and a desire to learn, we will train you (financial institution experience preferred, but not required).
We take care of you so you can take care of our members!
This role focuses on identifying each member's financial needs and recommending appropriate solutions. It includes handling initial loan application steps, processing and funding approved loans, and tracking some post-loan activities. Strong customer service and attention to detail are essential.
About the Organization:
We are a full-service, credit union serving members of various Health Care organizations.
About the Position:
This position is responsible for helping our members achieve their financial goals by providing initial member contact, preparation of consumer loan applications for decision, funding the loan, disbursing the proceeds, and after-booking tracking.
Key Responsibilities:
Loan Application Screening
Confirm membership eligibility
Ensure application details are complete and accurate
Match loan type to purpose and collateral
Pull credit reports and assess applicant qualifications
Gather required documents (e.g., paystubs, insurance, purchase orders)
Loan Processing and Disbursement
Review loan conditions and verify accuracy in system (Symitar)
Prepare and send loan documents for signature
Disburse funds and confirm repayment methods
Assemble and deliver loan packages to members
Scan and track required documentation
Member & Staff Service
Provide professional support via phone, email, and in person
Assist members with the loan process
Cross-sell credit union products and services
Explain loan decisions and procedures
Help resolve basic account issues and process transfers
Loan Auditing
Review loan setup for accuracy (term, payment, method)
Proofread loan documents and organize scan packages
Post-Booking Tracking
Manage vehicle title documentation and lien placement
Release titles and update accounts for paid-off loans
Scan and maintain loan documents
Track insurance coverage and follow up as needed
General Support
Handle departmental mail and internal emails
File documents, process billing notices
Assist with various administrative tasks
Core Competencies
Quality & Accuracy: Pays close attention to detail, meets deadlines, and maintains data integrity.
Decision Making: Uses relevant information to make informed, objective decisions.
Transaction Processing: Handles tasks accurately and in a timely manner.
Productivity: Maintains consistent output while following policies and procedures.
Knowledge, Skills and Abilities:
Friendly, professional, and organized
Excellent communication and problem-solving skills
Comfortable with Microsoft Word and Excel
Able to work under pressure with accuracy
Performs basic math with precision
Maintains confidentiality and professionalism
Qualifications:
High school diploma or equivalent
Financial institution experience preferred
Typing speed of at least 30 wpm
NMLS certification required or ability to obtain within 60 days
HACU is an Equal Opportunity Employer
This is an onsite position
$23.2-27.9 hourly 9d ago
Data Analytics Intern
Cefcu 4.1
Peoria, IL job
Are you ready to make the most of your talents and abilities, while helping others make the most of their finances? Apply to join Team CEFCU!
CEFCU member service team members are critical to the success of the credit union. They provide a professional, knowledgeable, and caring experience when members contact us. We are looking for individuals who are personable, articulate, and positive to add to our already awesome team!
Summary Pay Range
The pay for this position is $19.00 per hour
Compensation offered may vary based on skills and experience. Please note that salary is only one component of total compensation at CEFCU.
Benefits
Financial
Defined Contribution Plan - 401K
Health and Welfare
Ability to earn paid time off (Personal Time)
Additional Benefits
Opportunities to help improve and build the CEFCU of tomorrow through process teams
Opportunities to personally contribute to corporate financial literacy and community initiatives
Casual days to support local charities
On-site fitness center, fitness classes, and wellness program
Interns are not eligible for CEFCU-sponsored benefits, other than those required by local, state, and/or federal law.
It is CEFCU's policy and intent to provide equal opportunity to all persons without regard to race, color, religion, political affiliation, sex/gender (including gender expression/identity, pregnancy, childbirth and related medical conditions), marital status, registered domestic partner status, sexual orientation, age, ancestry, national origin, veteran status, disability, medical condition, genetic characteristics, and/or any other basis protected by law. This policy covers all facets of employment including, but not limited to: recruitment, selection, placement, promotions, transfers, demotions, terminations, training, and compensation.
$19 hourly Auto-Apply 25d ago
Eureka Member Assistant
Cefcu 4.1
Eureka, IL job
Are you ready to make the most of your talents and abilities, while helping others make the most of their finances? Apply to join Team CEFCU!
CEFCU member service team members are critical to the success of the credit union. They provide a professional, knowledgeable, and caring experience when members contact us. We are looking for individuals who are personable, articulate, and positive to add to our already awesome team!
Demonstrates a strong, needs-based sales and service focus as defined and measured in the Member Center and Corporate Balanced Scorecards and Business Plans. Determines financial needs using a high impact questioning strategy, educates, cross-sells, and services members/potential members on CEFCU/CEFCU Investment Services (CIS) products and services. Serves as a front-line member contact that is responsible for processing member account transactions, completing appropriate forms, resolving member account problems, and answering member questions. Demonstrates knowledge and efficiency to operate third party software and systems for scanning checks, verifying routing and account numbers, researching transactions, pulling member statements, and ensuring check data is successfully sent to the Federal Reserve. Analyzes negotiable items and items that require special endorsements. Complies with government regulations and CEFCU policies and procedures. Maintains individual cash drawer limits and balances nightly. Ensures a positive impact on financial performance by attaining balancing, outage, transaction volume, referral, sales, credit and deposit upsale, and Creating Member Loyalty (CML) goals. Maintains member satisfaction through use of CML skills and by presenting a professional image. Assists the office by performing a variety of duties as assigned and actively participates in teambuilding. Demonstrates flexibility in scheduling and job duties.
Hours:
Monday-Thursday: 8:45 a.m. - 5:15 p.m.
Friday: 7:45 a.m. - 5:15 p.m.
Saturday: 7:45 a.m. - 12:15 p.m.
Required:
High school diploma or equivalent.
Must be eligible to register with the Nationwide Mortgage Licensing System and Registration (NMLS) to comply with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act).
Acquire and maintain a thorough understanding of all Federal and State Regulations governing Financial Institutions through the successful completion of the formal Member Assistant Training module, including required continuing education related to the Bank Secrecy Act, Identity Theft - Red Flags, Elderly Abuse/Financial Exploitation and robbery procedures.
Acquire and maintain proficient operation and knowledge in CEFCU mainframe applications and the following third-party systems: Teller Encore System, VSoft, Instant OFAC, OnBase, Quick Assist, True Checks, Lobby Tracking, and Branch Appointments.
Basic operation and knowledge of Microsoft Word, Excel, and Outlook.
Ability to balance Cashier's Checks and Money Orders, and other receptionist duties (telephone etiquette, brochure and rate updates, etc.)
Cross-trained as receptionist within one year, if applicable.
Preferred:
Proven record of relationship building, sales and servicing skills through current applicable department metrics.
Thorough knowledge of CEFCU products and services.
Applicable college courses and/or commensurate experience.
Summary Pay Range
The pay range for this position is $18.11 - $21.28.
Compensation offered may vary based on skills and experience. Please note that salary is only one component of total compensation at CEFCU.
Benefits
Financial
Merit-based raises
Health and Welfare
Generous paid time off (Holiday, Personal or Sick Time, Vacation)
Comprehensive Medical, Dental, and Vision coverage (PPO, HDHP)
Flexible Spending Plan (Medical Reimbursement Account and Dependent Care Reimbursement Account)
Health Savings Account
Voluntary Benefits (Accident Plan, Critical Illness Plan, Hospital Indemnity Plan)
Life Insurance
Accidental Death & Dismemberment Insurance
Disability Benefits
Defined Benefit Plan - Pension
Defined Contribution Plan - 401K
Additional Benefits
Employee Assistance Program
Tuition reimbursement
Career growth through internal job postings
Management Development Program: formal mentoring and training
Opportunities to help improve and build the CEFCU of tomorrow through process teams
Opportunities to personally contribute to corporate financial literacy and community initiatives
Casual days to support local charities
Employee discounts on entertainment, cell phone plans, theme park tickets, and more
On-site fitness center, fitness classes, and wellness program
It is CEFCU's policy and intent to provide equal opportunity to all persons without regard to race, color, religion, political affiliation, sex/gender (including gender expression/identity, pregnancy, childbirth and related medical conditions), marital status, registered domestic partner status, sexual orientation, age, ancestry, national origin, veteran status, disability, medical condition, genetic characteristics, and/or any other basis protected by law. This policy covers all facets of employment including, but not limited to: recruitment, selection, placement, promotions, transfers, demotions, terminations, training, and compensation.
$18.1-21.3 hourly Auto-Apply 5d ago
Debit Card Systems Intern
Cefcu 4.1
Peoria, IL job
Are you ready to make the most of your talents and abilities, while helping others make the most of their finances? Apply to join Team CEFCU!
CEFCU member service team members are critical to the success of the credit union. They provide a professional, knowledgeable, and caring experience when members contact us. We are looking for individuals who are personable, articulate, and positive to add to our already awesome team!
Summary Pay Range
The pay for this position is $19.00 per hour
Compensation offered may vary based on skills and experience. Please note that salary is only one component of total compensation at CEFCU.
Benefits
Financial
Defined Contribution Plan - 401K
Health and Welfare
Ability to earn paid time off (Personal Time)
Additional Benefits
Opportunities to help improve and build the CEFCU of tomorrow through process teams
Opportunities to personally contribute to corporate financial literacy and community initiatives
Casual days to support local charities
On-site fitness center, fitness classes, and wellness program
Interns are not eligible for CEFCU-sponsored benefits, other than those required by local, state, and/or federal law.
It is CEFCU's policy and intent to provide equal opportunity to all persons without regard to race, color, religion, political affiliation, sex/gender (including gender expression/identity, pregnancy, childbirth and related medical conditions), marital status, registered domestic partner status, sexual orientation, age, ancestry, national origin, veteran status, disability, medical condition, genetic characteristics, and/or any other basis protected by law. This policy covers all facets of employment including, but not limited to: recruitment, selection, placement, promotions, transfers, demotions, terminations, training, and compensation.
$19 hourly Auto-Apply 25d ago
Internal Audit Intern
Cefcu 4.1
Peoria, IL job
Are you ready to make the most of your talents and abilities, while helping others make the most of their finances? Apply to join Team CEFCU!
CEFCU member service team members are critical to the success of the credit union. They provide a professional, knowledgeable, and caring experience when members contact us. We are looking for individuals who are personable, articulate, and positive to add to our already awesome team!
Summary Pay Range
The pay for this position is $19.00 per hour
Compensation offered may vary based on skills and experience. Please note that salary is only one component of total compensation at CEFCU.
Benefits
Financial
Defined Contribution Plan - 401K
Health and Welfare
Ability to earn paid time off (Personal Time)
Additional Benefits
Opportunities to help improve and build the CEFCU of tomorrow through process teams
Opportunities to personally contribute to corporate financial literacy and community initiatives
Casual days to support local charities
On-site fitness center, fitness classes, and wellness program
Interns are not eligible for CEFCU-sponsored benefits, other than those required by local, state, and/or federal law.
It is CEFCU's policy and intent to provide equal opportunity to all persons without regard to race, color, religion, political affiliation, sex/gender (including gender expression/identity, pregnancy, childbirth and related medical conditions), marital status, registered domestic partner status, sexual orientation, age, ancestry, national origin, veteran status, disability, medical condition, genetic characteristics, and/or any other basis protected by law. This policy covers all facets of employment including, but not limited to: recruitment, selection, placement, promotions, transfers, demotions, terminations, training, and compensation.
$19 hourly Auto-Apply 25d ago
Fraud Prevention Intern
Cefcu 4.1
Peoria, IL job
Are you ready to make the most of your talents and abilities, while helping others make the most of their finances? Apply to join Team CEFCU!
CEFCU member service team members are critical to the success of the credit union. They provide a professional, knowledgeable, and caring experience when members contact us. We are looking for individuals who are personable, articulate, and positive to add to our already awesome team!
Summary Pay Range
The pay for this position is $19.00 per hour
Compensation offered may vary based on skills and experience. Please note that salary is only one component of total compensation at CEFCU.
Benefits
Financial
Defined Contribution Plan - 401K
Health and Welfare
Ability to earn paid time off (Personal Time)
Additional Benefits
Opportunities to help improve and build the CEFCU of tomorrow through process teams
Opportunities to personally contribute to corporate financial literacy and community initiatives
Casual days to support local charities
On-site fitness center, fitness classes, and wellness program
Interns are not eligible for CEFCU-sponsored benefits, other than those required by local, state, and/or federal law.
It is CEFCU's policy and intent to provide equal opportunity to all persons without regard to race, color, religion, political affiliation, sex/gender (including gender expression/identity, pregnancy, childbirth and related medical conditions), marital status, registered domestic partner status, sexual orientation, age, ancestry, national origin, veteran status, disability, medical condition, genetic characteristics, and/or any other basis protected by law. This policy covers all facets of employment including, but not limited to: recruitment, selection, placement, promotions, transfers, demotions, terminations, training, and compensation.
$19 hourly Auto-Apply 25d ago
Direct Lending Processor
Cefcu 4.1
Peoria, IL job
Are you ready to make the most of your talents and abilities, while helping others make the most of their finances? Apply to join Team CEFCU!
CEFCU member service team members are critical to the success of the credit union. They provide a professional, knowledgeable, and caring experience when members contact us. We are looking for individuals who are personable, articulate, and positive to add to our already awesome team!
The Direct Lending Processor contacts both member(s) and non-members to solicit loan and deposit products over the phone and online. Cross-sells additional products and services to develop new business and increase product penetration. Contacts members when a consumer loan or Mastercard application has been conditioned, approved, or denied and communicates the decision to the member. This individual serves member needs for loans and requires technical and analytical product and service knowledge in all loan/deposit products, with a heavy emphasis on consumer loans. Works every lead opportunity, seeking sources of additional collateral, income and making recommendations on counter-offers to the original loan request whenever possible. Additionally, by understanding the products and services offered, the individual will determine the appropriateness of “next best” product offerings and will be best positioned to provide alternatives. The individual actively participates in and is held accountable for the attainment of individual and departmental/organizational goals. Clear and effective verbal and written communication such as the ability to make clear and concise notes at every point of contact is critical for this position. Collects all necessary paperwork to set up loan closings for members with approved consumer loan or MasterCard applications. Sells payment protection and loan protection insurance to qualified members, Mechanical Repair Coverage (MRC), and Guaranteed Asset Protection (GAP) if applicable. Refers Auto and Homeowners insurance and CEFCU Investment Services (CIS) products and services when appropriate. Evaluates each member's credit bureau and financial portfolio to recognize opportunities to upsell CEFCU products and services in order to improve each member's financial well-being.
Hours: Monday - Friday 8:00 a.m. -- 5:00 p.m.
Saturday - 9:00 a.m. -- 1:00 p.m.
Required:
• High school diploma or equivalent.
• Must register with the Nationwide Mortgage Licensing System and Registration (NMLS) to comply with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act).
• Proven sales skills.
• Experience with Microsoft Products including Word, Excel, Outlook, and Internet Explorer.
• Experience in customer service, sales, and/or as a telephone representative in a call center environment.
• Ability to demonstrate a working knowledge of critical systems and screens within the 10-week training period including, Automated Loan Processing System (ALPS), Consumer Loan Origination System (C-LO), Credit Bureau screen (CHST), VSA, COL MIF, MAF, CTI, etc. and credit card processor systems including Evolve.
Preferred:
• Some college business education.
• Applicable college courses and/or commensurate experience preferred.
• Thorough knowledge and understanding of CEFCU products and services.
• Minimum 1 year of previous consumer lending experience.
• Previous experience in Dealer Direct Lending/Direct Consumer Loans and Sales.
• Knowledgeable of federal regulations B, E, CC, DD and Z.
• Knowledge of Department of Motor Vehicles regulations/rules as they pertain to Consumer Lending.
• Thorough knowledge and understanding of the Consumer Loan Origination System (CLOS).
• Knowledge of CEFCU loan policies and procedures.
• Knowledge of Credit Card Act, Truth in Lending (Reg Z) and Fair Credit Reporting Act.
• Good Creating Member Loyalty (CML) skills.
• Bilingual.
Summary Pay Range
The pay range for this position is $19.71 - $23.17.
Compensation offered may vary based on skills and experience. Please note that salary is only one component of total compensation at CEFCU.
Benefits
Financial
Merit-based raises
Health and Welfare
Generous paid time off (Holiday, Personal or Sick Time, Vacation)
Comprehensive Medical, Dental, and Vision coverage (PPO, HDHP)
Flexible Spending Plan (Medical Reimbursement Account and Dependent Care Reimbursement Account)
Health Savings Account
Voluntary Benefits (Accident Plan, Critical Illness Plan, Hospital Indemnity Plan)
Life Insurance
Accidental Death & Dismemberment Insurance
Disability Benefits
Defined Benefit Plan - Pension
Defined Contribution Plan - 401K
Additional Benefits
Employee Assistance Program
Tuition reimbursement
Career growth through internal job postings
Management Development Program: formal mentoring and training
Opportunities to help improve and build the CEFCU of tomorrow through process teams
Opportunities to personally contribute to corporate financial literacy and community initiatives
Casual days to support local charities
Employee discounts on entertainment, cell phone plans, theme park tickets, and more
On-site fitness center, fitness classes, and wellness program
It is CEFCU's policy and intent to provide equal opportunity to all persons without regard to race, color, religion, political affiliation, sex/gender (including gender expression/identity, pregnancy, childbirth and related medical conditions), marital status, registered domestic partner status, sexual orientation, age, ancestry, national origin, veteran status, disability, medical condition, genetic characteristics, and/or any other basis protected by law. This policy covers all facets of employment including, but not limited to: recruitment, selection, placement, promotions, transfers, demotions, terminations, training, and compensation.
$19.7-23.2 hourly Auto-Apply 25d ago
Community Relations Intern
Cefcu 4.1
Peoria, IL job
Are you ready to make the most of your talents and abilities, while helping others make the most of their finances? Apply to join Team CEFCU!
CEFCU member service team members are critical to the success of the credit union. They provide a professional, knowledgeable, and caring experience when members contact us. We are looking for individuals who are personable, articulate, and positive to add to our already awesome team!
CEFCU's Internship program provides a unique work opportunity for college students. Our competitively paid part-time internship consists of a 11-week program, with a 27-hour work week. The internship begins on Monday, May 18, 2026, and ends on Friday, August 7, 2026.
With an internship at CEFCU, you will have the following opportunities:
• Corporate work experience
• Develop core competencies such as strong communication, time
management, and organizational skills
• Professional development with management feedback
• Mentorship within internship department
General Responsibilities
• Assist Community Relations with CEFCU's United Way Campaign; includes
developing a fundraising strategy that is aligned with our corporate social
responsibility goals, establishing relationships with United Way staff and
partner agencies associated with the campaign, helping with tasks
associated with various fundraisers (Casual Days, Chief Officer Lunch, etc.)
• Responsible for event planning and logistics for “special events” including
venue research, timeline, food and beverage recommendations, budget, and
advance communications at all management levels within CEFCU. Works
with multiple external vendors to coordinate all event details. Coordinates
the production of additional communication pieces as needed, such as
event invitations and handouts, for the event.
• Directs participation in off-site fairs/festivals to sell CEFCU services and
increase corporate profitability; provides on-site event support as
necessary. Coordinates volunteer recruitment for many of the Credit
Union's community events and activities. Ensures interaction and
coordination with organization's other departments and programs to ensure
the volunteer strategy is in sync with CEFCU's goals and priorities.
• Represents CEFCU, and its brand, at community events and trade shows
Qualifications
• Must be enrolled full time at a 4-year accredited university/college
• Minimum cumulative GPA - 3.0 or higher
• Pursuing a Bachelor's degree in Communications, Marketing,
Nonprofit Management, Public Relations, or Philanthropy.
• Strong initiative, communication, leadership, and interpersonal skills
Skills Needed
• Excellent critical thinking, organizational, time management, and
interpersonal skills, including the ability to build consensus.
• Professional and/or promotional writing skills
• Ability to represent CEFCU in a professional manner.
Summary Pay Range
The pay for this position is $19.00 per hour
Compensation offered may vary based on skills and experience. Please note that salary is only one component of total compensation at CEFCU.
Benefits
Financial
Defined Contribution Plan - 401K
Health and Welfare
Ability to earn paid time off (Personal Time)
Additional Benefits
Opportunities to help improve and build the CEFCU of tomorrow through process teams
Opportunities to personally contribute to corporate financial literacy and community initiatives
Casual days to support local charities
On-site fitness center, fitness classes, and wellness program
Interns are not eligible for CEFCU-sponsored benefits, other than those required by local, state, and/or federal law.
It is CEFCU's policy and intent to provide equal opportunity to all persons without regard to race, color, religion, political affiliation, sex/gender (including gender expression/identity, pregnancy, childbirth and related medical conditions), marital status, registered domestic partner status, sexual orientation, age, ancestry, national origin, veteran status, disability, medical condition, genetic characteristics, and/or any other basis protected by law. This policy covers all facets of employment including, but not limited to: recruitment, selection, placement, promotions, transfers, demotions, terminations, training, and compensation.
$19 hourly Auto-Apply 25d ago
Installment Loan Collection Representative
Cefcu 4.1
Peoria, IL job
Are you ready to make the most of your talents and abilities, while helping others make the most of their finances? Apply to join Team CEFCU!
CEFCU member service team members are critical to the success of the credit union. They provide a professional, knowledgeable, and caring experience when members contact us. We are looking for individuals who are personable, articulate, and positive to add to our already awesome team!
Contacts members to arrange payments on delinquent installment loans and MasterCard accounts to mitigate loan losses for CEFCU. Coordinates with other departments to set up convenience services, such as automatic payments, payroll deductions, and Automated Clearing House (ACH) origination to assist members in making timely payments. Directs use of proven collection practices, including skip tracing, revocation of credit lines, and liquidation of security when required. Initiates repossession process with third party repossession company. Uses professional techniques to limit losses on delinquent loans. Uses creative payment arrangements or modifications to help members in need when appropriate.
Hours: Monday through Thursday 8:30 a.m. - 5:00 p.m., Friday 9:30 a.m. - 6:00 p.m. and Saturday 8:00 a.m. - 2:00 p.m. with a day off during the week.
Required:
High school diploma or equivalent.
Thorough understanding of loan process.
Ability to understand and navigate through CEFCU mainframe systems and screens: Automated Loan Processing System (ALPS), Member Account File (MIF), and Collection Screen (COL).
Proven ability to resolve conflict, think critically, and respond appropriately to members in heightened emotional state.
Ability to communicate with tact and professionalism.
Preferred:
Experience/familiarity with MasterCard screens.
Knowledge of collection law and procedures or Fair Debt Collection Practices Act.
Familiarity with CEFCU's Loan and Collection policies.
Interviewing and probing/interrogation skills.
Applicable college courses and/or commensurate credit and collection experience.
Summary Pay Range
The pay range for this position is $19.71 - $23.17.
Compensation offered may vary based on skills and experience. Please note that salary is only one component of total compensation at CEFCU.
Benefits
Financial
Merit-based raises
Health and Welfare
Generous paid time off (Holiday, Personal or Sick Time, Vacation)
Comprehensive Medical, Dental, and Vision coverage (PPO, HDHP)
Flexible Spending Plan (Medical Reimbursement Account and Dependent Care Reimbursement Account)
Health Savings Account
Voluntary Benefits (Accident Plan, Critical Illness Plan, Hospital Indemnity Plan)
Life Insurance
Accidental Death & Dismemberment Insurance
Disability Benefits
Defined Benefit Plan - Pension
Defined Contribution Plan - 401K
Additional Benefits
Employee Assistance Program
Tuition reimbursement
Career growth through internal job postings
Management Development Program: formal mentoring and training
Opportunities to help improve and build the CEFCU of tomorrow through process teams
Opportunities to personally contribute to corporate financial literacy and community initiatives
Casual days to support local charities
Employee discounts on entertainment, cell phone plans, theme park tickets, and more
On-site fitness center, fitness classes, and wellness program
It is CEFCU's policy and intent to provide equal opportunity to all persons without regard to race, color, religion, political affiliation, sex/gender (including gender expression/identity, pregnancy, childbirth and related medical conditions), marital status, registered domestic partner status, sexual orientation, age, ancestry, national origin, veteran status, disability, medical condition, genetic characteristics, and/or any other basis protected by law. This policy covers all facets of employment including, but not limited to: recruitment, selection, placement, promotions, transfers, demotions, terminations, training, and compensation.
$19.7-23.2 hourly Auto-Apply 33d ago
Business Development Specialist
Healthcare Associates Credit Union 3.5
Healthcare Associates Credit Union job in Lisle, IL
This role focuses on bringing in new Select Employee Groups (SEGs) and new members through a combination of in-person engagement, virtual outreach, and digital marketing strategies. The Business Development Specialist is responsible for driving HACU's growth by developing, nurturing, and expanding relationships with potential and existing members. The Specialist ensures exceptional member experiences while promoting HACU's products and services.
Key Responsibilities:
Member and Staff Service
Deliver exceptional internal and external service.
Maintain up-to-date product knowledge to guide members effectively.
Act as a trusted resource for members and HR/benefits contacts.
New SEG and Member Development
Identify and prospect potential SEGs within HACU's field of membership using CRM tools,
data insights, and networking.
Conduct outreach via email, social media, phone, virtual meetings, and in-person visits.
Represent HACU at new hire orientations, community events, employee appreciation
programs, and SEG associations.
Onboard new members by assisting with applications and explaining products and services.
Build and maintain strong relationships with HR and benefits executives to uncover new business opportunities.
Account Development and Growth
Manage and strengthen relationships with existing SEGs and members.
Review current accounts to identify opportunities for cross-selling and expanding engagement.
Deliver group presentations, workshops, and educational sessions both in-person and virtually.
Coordinate initiatives and events to drive membership growth.
Track and maintain all account activity, communications, and follow-ups in CRM tools.
Collaboration and Execution
Work closely with internal teams to ensure seamless service, promotions, and problem resolution.
Maintain marketing materials, digital content, and promotional items for events and campaigns.
Use analytics and feedback to refine outreach strategies and improve results.
Additional Responsibilities
Assist in special projects
This position is based at our headquarters but requires flexibility and agility to travel as needed to support relationship management and partner needs. Travel may include overnights and weekends.
Perform other duties as assigned
Knowledge, Skills and Abilities:
Excellent verbal and written communication.
Excellent presentation skills, comfortable in front of groups of all sizes.
Proficiency in consultative selling, lead generation, and closing deals. Ability to understand needs and offer tailored solutions.
Motivated, self-starter.
Ability to thrive in a fast-paced, dynamic environment with changing priorities.
Strong analytical and problem-solving skills.
Demonstrated ability to meet or exceed goals.
Qualifications:
Degree in Marketing, Business, Communications or 3 to 5 years of marketing or business development experience
Proficient in computer and software applications, including MS Office Suite (Word, Excel, PowerPoint), CRM systems, and video conferencing tools
HACU is an Equal Opportunity Employer
This is an on-site position
$45k-59k yearly est. 9d ago
Card Member Services Representative I
Cefcu 4.1
Peoria, IL job
Are you ready to make the most of your talents and abilities, while helping others make the most of their finances? Apply to join Team CEFCU!
CEFCU member service team members are critical to the success of the credit union. They provide a professional, knowledgeable, and caring experience when members contact us. We are looking for individuals who are personable, articulate, and positive to add to our already awesome team!
Handles tier two member inquiries over the phone and via eForm for CEFCU's Insured Money Market Account (IMMA) and three Checking programs: Checking, Dividend Checking, and Second Chance Checking. Directs and manages tier two member service functions for CEFCU's card programs: Credit Card, Debit Card, and Gift Card. Prioritizes member security while reporting account fraud and dispute notifications to the Card Risk/Accounting team in accordance with Regulation E. Utilizes the Debit Card Approval System (DBT) to perform ATM and/or Purchase Limit increases while making proper judgement calls for exceptions needed outside of the automated decisioning system. Evaluates and responds to transaction denials, merchant declines/referrals, and payment posting errors using multiple third party processing systems. Performs related account maintenance on Host, card processor, network, and check vendor systems. Maintains a proper knowledge level of CEFCU products and services received through multiple delivery channels.
Hours:
Monday - Friday 7:30 a.m. - 6:00 p.m.
Saturday 9:00 a.m. - 3:00 p.m..
HWFH once fully trained.
Required:
High school diploma or equivalent.
Ability to learn Excel, Word, Outlook, CEFCU Mainframe applications and apply at a proficient level within 10 week training period.
Ability to learn vendor applications and apply at a proficient level within 10 week training period.
Ability to resolve conflict, think critically, and respond appropriately to members in heightened emotional states.
Preferred:
Prior experience in technical environment.
Experience in Card Services Department or a thorough, commensurate knowledge of department functions, procedures, policies, and associated Checking and card programs.
Good writing skills and proven ability to manage complex projects within deadlines.
Knowledge of Regulation D, E, Z and CC, credit/debit and Electronic Funds Transfer (EFT) network rules and regulations, and Electronic Funds Transfer Act (EFTA)/Uniform Commercial Code (UCC) laws.
Applicable college business courses (Accounting, Business Math, Business Finance, Law Business Communications, Economics and basic Credit or related classes).
Summary Pay Range
The pay range for this position is $18.11 - $21.28.
Compensation offered may vary based on skills and experience. Please note that salary is only one component of total compensation at CEFCU.
Benefits
Financial
Merit-based raises
Health and Welfare
Generous paid time off (Holiday, Personal or Sick Time, Vacation)
Comprehensive Medical, Dental, and Vision coverage (PPO, HDHP)
Flexible Spending Plan (Medical Reimbursement Account and Dependent Care Reimbursement Account)
Health Savings Account
Voluntary Benefits (Accident Plan, Critical Illness Plan, Hospital Indemnity Plan)
Life Insurance
Accidental Death & Dismemberment Insurance
Disability Benefits
Defined Benefit Plan - Pension
Defined Contribution Plan - 401K
Additional Benefits
Employee Assistance Program
Tuition reimbursement
Career growth through internal job postings
Management Development Program: formal mentoring and training
Opportunities to help improve and build the CEFCU of tomorrow through process teams
Opportunities to personally contribute to corporate financial literacy and community initiatives
Casual days to support local charities
Employee discounts on entertainment, cell phone plans, theme park tickets, and more
On-site fitness center, fitness classes, and wellness program
It is CEFCU's policy and intent to provide equal opportunity to all persons without regard to race, color, religion, political affiliation, sex/gender (including gender expression/identity, pregnancy, childbirth and related medical conditions), marital status, registered domestic partner status, sexual orientation, age, ancestry, national origin, veteran status, disability, medical condition, genetic characteristics, and/or any other basis protected by law. This policy covers all facets of employment including, but not limited to: recruitment, selection, placement, promotions, transfers, demotions, terminations, training, and compensation.
$18.1-21.3 hourly Auto-Apply 5d ago
Consumer Loan Processor (Previous Financial Experience Not Required)
Healthcare Associates Credit Union 3.5
Healthcare Associates Credit Union job in Lisle, IL
Job Description
Are you someone who thrives on helping others, solving problems, and creating positive experiences? At HealthCare Associates Credit Union, we're not just another financial institution-we're a mission-driven team dedicated to helping our members "Bank Healthy" by providing exceptional service and personalized financial solutions.
Consumer Loan Processor - Immediate Opening - 35 Hour Work Week
Salary Range: $23.21-$27.85/hr (Actual compensation will be determined using factors such as experience, skills & knowledge)
35-hour work week
4 weeks of paid time off
Federal holidays off
No working nights or weekends
Opportunity for quarterly incentives
Full benefits package
401K (Employer Matching up to 4.5% of eligible pay PLUS Employer Contribution of 4% of eligible pay)
If you are committed to customer service and a desire to learn, we will train you (financial institution experience preferred, but not required).
We take care of you so you can take care of our members!
This role focuses on identifying each member's financial needs and recommending appropriate solutions. It includes handling initial loan application steps, processing and funding approved loans, and tracking some post-loan activities. Strong customer service and attention to detail are essential.
About the Organization:
We are a full-service, credit union serving members of various Health Care organizations.
About the Position:
This position is responsible for helping our members achieve their financial goals by providing initial member contact, preparation of consumer loan applications for decision, funding the loan, disbursing the proceeds, and after-booking tracking.
Key Responsibilities:
Loan Application Screening
Confirm membership eligibility
Ensure application details are complete and accurate
Match loan type to purpose and collateral
Pull credit reports and assess applicant qualifications
Gather required documents (e.g., paystubs, insurance, purchase orders)
Loan Processing and Disbursement
Review loan conditions and verify accuracy in system (Symitar)
Prepare and send loan documents for signature
Disburse funds and confirm repayment methods
Assemble and deliver loan packages to members
Scan and track required documentation
Member & Staff Service
Provide professional support via phone, email, and in person
Assist members with the loan process
Cross-sell credit union products and services
Explain loan decisions and procedures
Help resolve basic account issues and process transfers
Loan Auditing
Review loan setup for accuracy (term, payment, method)
Proofread loan documents and organize scan packages
Post-Booking Tracking
Manage vehicle title documentation and lien placement
Release titles and update accounts for paid-off loans
Scan and maintain loan documents
Track insurance coverage and follow up as needed
General Support
Handle departmental mail and internal emails
File documents, process billing notices
Assist with various administrative tasks
Core Competencies
Quality & Accuracy: Pays close attention to detail, meets deadlines, and maintains data integrity.
Decision Making: Uses relevant information to make informed, objective decisions.
Transaction Processing: Handles tasks accurately and in a timely manner.
Productivity: Maintains consistent output while following policies and procedures.
Knowledge, Skills and Abilities:
Friendly, professional, and organized
Excellent communication and problem-solving skills
Comfortable with Microsoft Word and Excel
Able to work under pressure with accuracy
Performs basic math with precision
Maintains confidentiality and professionalism
Qualifications:
High school diploma or equivalent
Financial institution experience preferred
Typing speed of at least 30 wpm
NMLS certification required or ability to obtain within 60 days
HACU is an Equal Opportunity Employer
This is an onsite position
Job Posted by ApplicantPro
$23.2-27.9 hourly 10d ago
Contact Center Representative (Financial Services/Customer Service)
Healthcare Associates Credit Union 3.5
Healthcare Associates Credit Union job in Lisle, IL
Be the Voice That Makes a Difference Join a Purpose-Driven Team at HealthCare Associates Credit Union
Are you someone who thrives on helping others, solving problems, and creating positive experiences? At HealthCare Associates Credit Union, we're not just another financial institution-we're a mission-driven team dedicated to helping our members "Bank Healthy" by providing exceptional service and personalized financial solutions.
We're looking for a Contact Center Representative to be the welcoming voice of HACU-the first point of contact and a lasting impression for our valued members.
Why You'll Love Working With Us:
Competitive Pay: $23.21 - $27.85/hr (based on experience, skills & knowledge)
Work-Life Balance: 35-hour work week
Generous Time Off: 4 weeks of paid time off + all federal holidays off
Robust Benefits Package: Medical, dental, vision & more
Retirement Support: 401(k) with up to 4.5% match
plus
4% employer contribution
A Team That Feels Like Family: Supportive, collaborative, and purpose-driven culture
What You'll Be Doing:
Be the first voice our members hear-offering warmth, professionalism, and a can-do attitude
Help members manage accounts, loans, online banking, and other services
Answer questions, solve issues, and educate members about products and promotions
Identify opportunities to recommend tailored solutions that meet each member's financial needs
Work closely with your team to achieve service and sales goals
Embody our service promise: Respect, empathy, and ownership in every interaction
What You'll Bring:
High School Diploma or equivalent
Customer/Member Service experience - preferably in a Financial Institution setting but not required
Meet monthly sales goals
Loan processing experience preferred, but not required
IRA experience preferred, but not required
Excellent communication skills both verbal and written
Ability to work well under pressure and multitask
Enjoy problem solving and interaction with members
Excellent interpersonal skills
Strong phone etiquette, pleasant voice and demeanor
Type 20-30 words per minute a plus
Team oriented
Why This Role Matters:
At HACU, we believe that financial health is a key part of overall well-being. As a Contact Center Representative, you'll play a vital role in helping our members navigate life's financial journeys with confidence and care.
If you're ready to make an impact and grow your career with a credit union that truly puts people first-we'd love to meet you.
Apply today and help our members "Bank Healthy."
This is an onsite position.
HACU is proud to be an Equal Opportunity Employer.
$23.2-27.9 hourly 23d ago
CSR Information
Cefcu 4.1
Peoria, IL job
Are you ready to make the most of your talents and abilities, while helping others make the most of their finances? Apply to join Team CEFCU!
CEFCU member service team members are critical to the success of the credit union. They provide a professional, knowledgeable, and caring experience when members contact us. We are looking for individuals who are personable, articulate, and positive to add to our already awesome team!
Maintains a member-oriented focus and professionally resolves member inquires via phone in a fast-pace, high volume environment. Demonstrates a strong, needs-based sales and service focus as defined and measured in the Member Contact Center, Corporate Balanced Scorecards and Business Plans. Maintains and utilizes knowledge of CEFCU products, services, policies, procedures and Rules and Regulations governing financial institutions. Mitigates fraud and protects member information by following security protocols and communicates fraudulent attempts to front-line staff and Fraud Prevention. Processes the opening and closing of member accounts. Provides front-line support with transition of service, policies, notifications, system outages, mergers, product/system conversion, product/service enhancements and other member affecting situations. Supports Marketing Initiatives through planning, coordinating and measuring the success of department promotions. Meets defined performance expectations.
Hours:
Monday - Friday 7:30 a.m. - 6:00 p.m.
Saturday 9:00 a.m. - 3:00 p.m.
100% WFH after successful completion of training.
Note: Core hours may change, and overtime hours may be required to meet business needs. Saturdays are required, with a day off during the week is required. Flexibility in scheduling is required.
Required:
High school diploma or equivalent.
Ability to learn and work in a fast paced, structured and continuously changing environment.
High level of dependability.
Basic operations and knowledge of Microsoft Word and Excel.
Exceptional communication skills.
Attention to detail and quality.
Proven relationship building and needs based sales skills.
Preferred:
CEFCU experience and a thorough knowledge of CEFCU products and services.
Call Center/Customer Service experience.
Strong judgement, decision making and analytical skills.
Resilient and able to resolve conflict.
Ability to navigate multiple communication systems and multi task.
Ability to create professional written content/email.
Acquire and maintain a thorough understanding of all Federal and State Regulations governing Financial Institutions.
Bilingual-Spanish and English.
Applicable college courses or commensurate experience.
Summary Pay Range
The pay range for this position is $18.11 - $21.28.
Compensation offered may vary based on skills and experience. Please note that salary is only one component of total compensation at CEFCU.
Benefits
Financial
Merit-based raises
Health and Welfare
Generous paid time off (Holiday, Personal or Sick Time, Vacation)
Comprehensive Medical, Dental, and Vision coverage (PPO, HDHP)
Flexible Spending Plan (Medical Reimbursement Account and Dependent Care Reimbursement Account)
Health Savings Account
Voluntary Benefits (Accident Plan, Critical Illness Plan, Hospital Indemnity Plan)
Life Insurance
Accidental Death & Dismemberment Insurance
Disability Benefits
Defined Benefit Plan - Pension
Defined Contribution Plan - 401K
Additional Benefits
Employee Assistance Program
Tuition reimbursement
Career growth through internal job postings
Management Development Program: formal mentoring and training
Opportunities to help improve and build the CEFCU of tomorrow through process teams
Opportunities to personally contribute to corporate financial literacy and community initiatives
Casual days to support local charities
Employee discounts on entertainment, cell phone plans, theme park tickets, and more
On-site fitness center, fitness classes, and wellness program
It is CEFCU's policy and intent to provide equal opportunity to all persons without regard to race, color, religion, political affiliation, sex/gender (including gender expression/identity, pregnancy, childbirth and related medical conditions), marital status, registered domestic partner status, sexual orientation, age, ancestry, national origin, veteran status, disability, medical condition, genetic characteristics, and/or any other basis protected by law. This policy covers all facets of employment including, but not limited to: recruitment, selection, placement, promotions, transfers, demotions, terminations, training, and compensation.
$18.1-21.3 hourly Auto-Apply 25d ago
CSR Information
Citizens Equity First Credit Union 4.1
Illinois job
Are you ready to make the most of your talents and abilities, while helping others make the most of their finances? Apply to join Team CEFCU!
CEFCU member service team members are critical to the success of the credit union. They provide a professional, knowledgeable, and caring experience when members contact us. We are looking for individuals who are personable, articulate, and positive to add to our already awesome team!
Maintains a member-oriented focus and professionally resolves member inquires via phone in a fast-pace, high volume environment. Demonstrates a strong, needs-based sales and service focus as defined and measured in the Member Contact Center, Corporate Balanced Scorecards and Business Plans. Maintains and utilizes knowledge of CEFCU products, services, policies, procedures and Rules and Regulations governing financial institutions. Mitigates fraud and protects member information by following security protocols and communicates fraudulent attempts to front-line staff and Fraud Prevention. Processes the opening and closing of member accounts. Provides front-line support with transition of service, policies, notifications, system outages, mergers, product/system conversion, product/service enhancements and other member affecting situations. Supports Marketing Initiatives through planning, coordinating and measuring the success of department promotions. Meets defined performance expectations.
Hours:
Monday - Friday 7:30 a.m. - 6:00 p.m.
Saturday 9:00 a.m. - 3:00 p.m.
100% WFH after successful completion of training.
Note: Core hours may change, and overtime hours may be required to meet business needs. Saturdays are required, with a day off during the week is required. Flexibility in scheduling is required.
Required:
High school diploma or equivalent.
Ability to learn and work in a fast paced, structured and continuously changing environment.
High level of dependability.
Basic operations and knowledge of Microsoft Word and Excel.
Exceptional communication skills.
Attention to detail and quality.
Proven relationship building and needs based sales skills.
Preferred:
CEFCU experience and a thorough knowledge of CEFCU products and services.
Call Center/Customer Service experience.
Strong judgement, decision making and analytical skills.
Resilient and able to resolve conflict.
Ability to navigate multiple communication systems and multi task.
Ability to create professional written content/email.
Acquire and maintain a thorough understanding of all Federal and State Regulations governing Financial Institutions.
Bilingual-Spanish and English.
Applicable college courses or commensurate experience.
Summary Pay Range
The pay range for this position is $18.11 - $21.28.
Compensation offered may vary based on skills and experience. Please note that salary is only one component of total compensation at CEFCU.
Benefits
Financial
Merit-based raises
Health and Welfare
Generous paid time off (Holiday, Personal or Sick Time, Vacation)
Comprehensive Medical, Dental, and Vision coverage (PPO, HDHP)
Flexible Spending Plan (Medical Reimbursement Account and Dependent Care Reimbursement Account)
Health Savings Account
Voluntary Benefits (Accident Plan, Critical Illness Plan, Hospital Indemnity Plan)
Life Insurance
Accidental Death & Dismemberment Insurance
Disability Benefits
Defined Benefit Plan - Pension
Defined Contribution Plan - 401K
Additional Benefits
Employee Assistance Program
Tuition reimbursement
Career growth through internal job postings
Management Development Program: formal mentoring and training
Opportunities to help improve and build the CEFCU of tomorrow through process teams
Opportunities to personally contribute to corporate financial literacy and community initiatives
Casual days to support local charities
Employee discounts on entertainment, cell phone plans, theme park tickets, and more
On-site fitness center, fitness classes, and wellness program
It is CEFCU's policy and intent to provide equal opportunity to all persons without regard to race, color, religion, political affiliation, sex/gender (including gender expression/identity, pregnancy, childbirth and related medical conditions), marital status, registered domestic partner status, sexual orientation, age, ancestry, national origin, veteran status, disability, medical condition, genetic characteristics, and/or any other basis protected by law. This policy covers all facets of employment including, but not limited to: recruitment, selection, placement, promotions, transfers, demotions, terminations, training, and compensation.
$18.1-21.3 hourly Auto-Apply 4d ago
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