Member Solutions Advisor | Universal Banker Union Pacific Streamliner Federal Credit Union Omaha, NE Job Details Full-time $42,000 - $50,000 a year 10 hours ago Benefits Health insurance Dental insurance Vision insurance Qualifications MLO License Opening bank accounts General ledger reconciliation Document preparation (loan closing) Record keeping Retirement account customer support Financial sales Loan payment processing Financial services customer support Customer relationship building Client onboarding Loan compliance checks Compliance with loan regulations Loan collections Underwriting Account maintenance Depositing cash Phone communication Sales referrals Client inquiry handling Bank transfers Promoting bank products Consumer lending analysis in risk and credit Money transfers General ledger maintenance Account development Financial software Mid-level Cross-selling Documentation tools Full Job Description Empowering Financial Futures at Union Pacific Streamliner Federal Credit Union About Us Founded in 1937, Union Pacific Streamliner Federal Credit Union (UPSFCU) is a purpose-driven financial cooperative serving the Union Pacific family. Based in Omaha, Nebraska, we provide personalized financial solutions to Union Pacific employees, contractors, strategic partners, and their families. We are committed to delivering exceptional service, fostering financial wellness, and building lasting relationships. The Opportunity We are seeking versatile and motivated Member Solutions Advisors to join our team. These roles blends member development, lending expertise, and service excellence. You will be a key player in growing our membership, enhancing the member experience, and supporting lending operations—all while helping individuals achieve their financial goals. What You'll Do Member Development & Outreach Lead initiatives to grow membership through strategic outreach and relationship building Coordinate onboarding for new members across digital and in-person channels Conduct welcome calls, orientation sessions, and outreach to inactive accounts Build relationships with Union Pacific departments and Employee Resource Groups Support financial wellness programs and connect members with educational resources Member Experience & Service Provide exceptional service in-person, over the phone, and through digital channels Handle service inquiries, resolve issues promptly, and analyze member feedback Generate referrals through member success stories and satisfaction insights Participate in marketing efforts and create promotional materials for products and services. Lending & Loan Services Interview loan applicants, evaluate credit reports, and process consumer and home equity loan applications Prepare and review loan documentation, conduct closings, and ensure compliance with policies and regulations Assist with collections activities and maintain accurate loan records Reconcile loan fees and audit member loan files and general ledger accounts Universal Banking & Transactional Support Open and maintain deposit accounts, including checking, savings, and CDs Process financial transactions: deposits, withdrawals, payments, and transfers Guide members through digital banking tools and promote adoption of Visa® Platinum Rewards credit cards Support debit card issuance, account activity monitoring, and spending account programs What You'll Bring Excellent interpersonal and communication skills Strong understanding of customer service, banking, and lending principles Ability to explain complex financial concepts in simple terms Attention to detail, accuracy, and problem-solving skills Experience in financial services, lending, or credit union operations preferred Ability to work independently and collaboratively in a fast-paced environment Qualifications Associate or bachelor's degree preferred Experience evaluating credit reports and underwriting loans Sales and service mindset with cross-selling ability NMLS registration or ability to obtain Notary Public certification or willingness to acquire Technical Skills Proficiency in Microsoft Office Suite Familiarity with financial software systems and digital banking platforms Strong documentation and record-keeping abilities Marketing and promotional skills Why Join Us? Competitive compensation and benefits package Medical, dental, and vision insurance Professional development and growth opportunities Supportive, values-driven work environment Opportunity to make a meaningful impact in members' lives The Environment These full-time positions offer a perfect blend of relationship building, strategic growth, and hands-on service. You'll thrive here if you: Are passionate about helping others achieve financial success Excel at building and maintaining relationships Enjoy a fast-paced, member-focused environment Take pride in growing and improving services Value being part of a supportive, collaborative team UPSFCU is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.