Process new membership and deposit accounts by verifying eligibility, completing requirements, and following up on pending applications. Efficiently process loan funding requests by reviewing documentation, coordinating with internal teams for compliance, and managing fund disbursement. Act as the initial point of contact for members, delivering outstanding service in the areas of loan and account opening.
Essential Responsibilities
- Manage loan funding pipeline and prioritize tasks to meet deadlines, review and audit loan documents
- Coordinate with underwriters, processors and consultants, and handle funding and disbursement processes including checks, wire transfers, and automatic payments
- Process membership and accounts and review, qualify, open deposit accounts, specialty accounts like Trust, CD and UTMA and ATM/debit cards
- Validate membership eligibility, verify documents and signatures for fraud prevention, and handle routine and complex membership inquiries aiming for first-contact resolution.
- Ensure transactions comply with the Bank Secrecy Act and relevant laws, maintain ethics and privacy directives
- Participate in software testing and process improvement initiatives to enhance service quality and operational efficiency
Education & Years of Experience
- Minimum - High School or Equivalent
- Minimum - 2 Years Loan funding, processing or related
Compensation & Benefits:
Typical hiring range: $41,900.00 to $59,400.00 Annually. Actual compensation will be determined using factors such as experience, skills & knowledge.
Benefits: Alliant provides a benefits package including health care, vision, dental, and 401k with employer match including:
- Annual performance bonus
- Work from home up to 3 days a week
- Paid parental leave
- Employee discount programs
- Time off including paid personal and sick days
- 11 paid holidays
- Education reimbursement
*Note that eligibility and cost of benefits can vary depending on the number of regularly scheduled hours, and job status such as regular full-time, regular part-time, or temporary employment.
Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act. Ensures compliance with all applicable state and federal laws, company procedures and policies. Maintains integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives.
The responsibilities listed do not contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this position. Duties, responsibilities and activities may change at any time with or without notice.
Equal Opportunity EmployerThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- High School diploma or equivalent
- Minimum 2 years loan funding, processing, or related experience
- Experience processing membership and deposit accounts, including specialty accounts (Trust, CD, UTMA) and ATM/debit card issuance
- Experience managing loan funding pipeline, reviewing and auditing loan documents, and coordinating disbursements (checks, wires, automatic payments)
- Ability to validate membership eligibility, verify documents and signatures, and perform fraud prevention checks
- Knowledge of and adherence to Bank Secrecy Act, privacy directives, and applicable state and federal laws
- Customer service skills aimed at first-contact resolution for member inquiries
- Willingness to participate in software testing and process improvement initiatives
What the Team is Saying
Alliant Credit Union Compensation & Benefits Highlights
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Retirement Support — Retirement benefits are described as robust, including a 401(k) plan with a 100% match on the first 5% of pay and immediate vesting through Fidelity. Feedback suggests this structure provides strong long-term savings support from day one.
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Leave & Time Off Breadth — Paid time off is characterized as generous, with 21–31 days of PTO by tenure, 11 paid U.S. bank holidays, and dedicated volunteer time. Senior leaders may also have Flexible Time Off (unlimited), adding further flexibility at higher levels.
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Healthcare Strength — Health coverage includes two medical plan options and dental, with company‑paid vision benefits and employer HSA contributions when a medical plan is elected. Feedback suggests the breadth of core health coverage is comprehensive for a midsize financial employer.
Alliant Credit Union Insights
What We Do
Alliant is unlike any other financial institution — a digital credit union that wows our members. We’re boldly disrupting banking norms to do good for our members, employees and communities. With 90 years of history and more than $19 billion in assets, Alliant Credit Union is the largest credit union in Illinois and one of the largest in the U.S. Our industry-leading financial products, seamless digital experiences and exceptional customer service make banking simpler for our 900,000+ members. Fully digital, fully human and full of possibility, we work to provide our members with experiences that redefine the financial industry, challenge the status quo and unleash brilliance.
Why Work With Us
Our employees enjoy a hybrid schedule, allowing for flexible remote work and purpose-driven, outcome-focused onsite opportunities. Driven by Alliant's guiding principles and values, employees across all teams build together to provide our members with industry-leading financial products, seamless digital experiences & exceptional customer service.
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Alliant Credit Union Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Alliant offers a purpose-driven, outcome-focused hybrid workplace model.
