Lending Program Specialist jobs in United States
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Summit Credit Union · 1 day ago

Lending Program Specialist

positionCottage Grove, Wisconsin, United States
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level

Summit Credit Union is a financial institution focused on providing excellent member service, and they are seeking a Lending Program Specialist to support various lending departments. This rotational role will help the specialist gain a thorough understanding of consumer, mortgage, contact center lending, and business lending over approximately 1.5 years, leading to career growth opportunities.

BankingFinancial ServicesPersonal Finance

Responsibilities

Clear understanding of department functions
Projects are completed timely and accurately
Training curriculum is completed per assigned schedule
Projects are completed on time and within budget
Organizational, departmental and team goals are achieved through teamwork and collaboration
Professional development efforts lead to career enrichment
The credit union is in compliance with all requirements of BSA, OFAC, and the USA Patriot Act/Customer Identification Act (CIP)

Qualification

Bachelor’s degree in businessCustomer service skillsLending lawsMathematical skillsMicrosoft Office proficiencyProfessional communication skillsDetail-orientedInterpersonal skills

Required

Bachelor's degree in business, finance or related field
Requires the ability to follow up on problems presented to members and co-workers using a customer service approach including the use of investigative problem solving
Well-developed, professional communication skills, both written and oral
Detail-oriented and ability to focus and comprehend new concepts quickly
Professional well-developed interpersonal skills essential for interacting with credit union staff and members
Ability to learn and apply basic knowledge of laws and regulations related to lending
Intermediate mathematical skills required (calculations and concepts involving decimals, percentages, fractions, etc.)
Basic knowledge of Microsoft Teams, Microsoft Word, Excel and Outlook
Must have or be able to attain a Nationwide Mortgage Licensing System (NMLS) number

Company

Summit Credit Union

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Summit Credit Union is a credit union that provides banking services to members.
dateFounded in 1935
location
Madison, Wisconsin, USA
people-size501-1000 employees
web-link
https://www.summitcreditunion.com/

Funding

Current Stage
Late Stage

Leadership Team

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Kim Sponem
CEO/President
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