Park City Credit Union · 1 month ago
Lending Specialist
Merrill, WI
Full-time
Onsite
Mid LevelPark City Credit Union is seeking a Lending Specialist to join their Consumer Lending Team. The role involves managing loan requests from application to closing, driving revenue through outbound loan calls, and achieving sales goals while providing exceptional member service.
BankingFinanceFinancial Services
Responsibilities
Drive revenue by achieving loan goals and looking for additional opportunities with members that support the credit union’s strategic goals and objectives, including presenting loan solicitations as recommended from underwriting and through examination of the member’s credit report
Ensure loan applications are processed quickly and accurately within the standards laid out by the Chief Retail Officer
Perform a high volume of outbound calls to existing credit union members and members who have recently obtained a loan through an indirect partner. With the expectation to grow relationships and increase the number of PFI (primary financial institution) relationships the credit union has and obtain more of the member’s loan accounts
Meet assigned goals for member protection products, including but not limited to GAP, warranty, and debt protection
Ability to act as a trusted advisor and provide recommendations for future lending approvals, while delivering a loan turn-down decision to a member
Document all sales activities in the credit union’s core system
Possess effective communication and strong listening skills
Ability to foster relationships and influence sales decisions
Demonstrate exceptional raving fan member service, that projects the credit union’s vision
Serve membership by providing service and information in a pleasant, professional, and efficient manner via telephone or correspondence
Achieve department goals while meeting standards for quality
Complete and maintain necessary reports and records pertaining to the Bank Secrecy Act. Complete Currency Transaction Reports and report suspicious activity when applicable
Treat all credit union members and employees with a positive and cooperative attitude
Additional duties may be assigned by the Branch Manager
Qualification
Required
Previous/current lending experience at PCCU or other financial required
Drive revenue by achieving loan goals and looking for additional opportunities with members that support the credit union's strategic goals and objectives, including presenting loan solicitations as recommended from underwriting and through examination of the member's credit report
Ensure loan applications are processed quickly and accurately within the standards laid out by the Chief Retail Officer
Perform a high volume of outbound calls to existing credit union members and members who have recently obtained a loan through an indirect partner
Meet assigned goals for member protection products, including but not limited to GAP, warranty, and debt protection
Ability to act as a trusted advisor and provide recommendations for future lending approvals, while delivering a loan turn-down decision to a member
Document all sales activities in the credit union's core system
Possess effective communication and strong listening skills
Ability to foster relationships and influence sales decisions
Demonstrate exceptional raving fan member service, that projects the credit union's vision
Serve membership by providing service and information in a pleasant, professional, and efficient manner via telephone or correspondence
Achieve department goals while meeting standards for quality
Complete and maintain necessary reports and records pertaining to the Bank Secrecy Act
Complete Currency Transaction Reports and report suspicious activity when applicable
Treat all credit union members and employees with a positive and cooperative attitude
Additional duties may be assigned by the Branch Manager
Company
Park City Credit Union
Park City Credit Union provides banking and financial products and services to its members in North Central Wisconsin.
Founded in 1938
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Val Mindak
CEO/President
Shawn Achterberg
Chief Financial Officer
Recent News
2025-03-28
EIN Presswire
2025-03-27
Company data provided by crunchbase