Community First Credit Union | Wisconsin · 3 days ago
Consumer Loan Lending Specialist
Neenah, WI
Full-time
Onsite
Entry, Mid Level
2+ years expCommunity First Credit Union is dedicated to building personal relationships with its members, and they are seeking a Consumer Loan Lending Specialist to provide exceptional service and financial solutions. This role involves interacting with members to uncover their financial needs and offering a variety of consumer loan products to enhance member relationships.
FinanceFinancial ServicesRisk ManagementWealth Management
Responsibilities
Deliver exceptional, “WOW” service - every day, every time
Interact with members over the telephone to uncover financial needs and provide appropriate solutions utilizing products and services available within the credit union
Be key in telling the member’s story and working with the underwriting team to identify the best possible solutions for our members, including Home Equity, HELOC, balloon, vehicle, and a wide variety of other consumer loan products
Determine the best avenue for loan disbursement to ensure convenience for the member and in support of branch appointment guidelines and contact center goals
Customize protection solutions for all applicable lending products to include, but not limited to, payment protection, guarantee asset protection, and warranty
Address member questions or concerns pertaining to their accounts, mortgage loans, commercial loans, credit cards, and other products or services offered by the credit union
Recognize opportunities to cross-sell all credit union products and referral services to increase services per household and deepen member relationships
Qualification
Required
Associate's Degree in a banking, finance, business, or related field
Two years' relevant experience, including prior lending and financial services experience
Exceptional verbal and written communication skills; strong time management and organizational skills
Familiarity with Microsoft office suite and web-based software packages
The ability to work hard, find solutions, and have fun
Passion for providing outstanding service to our members – internal and external
Company
Community First Credit Union | Wisconsin
Community First isn’t just a name – it’s a promise. Driven by the power of ‘people helping people,’ we’ve come a long way since our humble beginnings.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Catherine Tierney
President/CEO
Chad Bostick
Chief Financial Officer
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