UW Credit Union · 14 hours ago
Consumer Lending Specialist II
Wauwatosa, WI, US
Full-time
Onsite
Entry, Mid Level
2+ years expUW Credit Union is expanding its Consumer Lending team and is seeking a Consumer Lending Specialist II to assist members in achieving their financial goals. This role involves reviewing and approving consumer loan applications, providing quality solutions, and educating members about loan products while maintaining high service standards.
BankingFinancial ServicesMortgage
Responsibilities
Consistently use needs based consultative-style interactions to identify and recommend additional products that will enhance and protect member loans and credit
Maintain deep knowledge in all consumer loan programs and processes, ensuring quality service and accuracy is delivered to UWCU members
Responsible for scorecard goals including: loan volumes, booking efficiency, loan delinquency and overall loan portfolio performance
Vigilant awareness responding to loan volumes, service levels and channels while maintaining department service standards
Complete loan closings in a timely fashion based on membership preferred delivery channel and timing
Understand key elements of member loan programs. Review applications for potential risk; make recommendations for exceptions to underwriting guidelines when appropriate
Consistently educate members about their loan product choices. Analyze member needs, and make consistent recommendations on loan products and services
Maintain a high degree of knowledge in all credit union programs, ensuring quality service and accuracy is delivered to UWCU members and employees
Qualification
Required
2-3 years of experience in consumer lending/underwriting. Candidates will less experience will be considered for a level 1 role
Developing analytical, accuracy, critical thinking, and problem-solving skills
Strong presentation, telephone, oral and written communication skills
Agility to multi-task and negotiate multiple applications in succession with general proficiency
Strong interpersonal skills and demonstrated ability to represent a professional image
Knowledge of most lending laws, concepts and practices
Knowledge of the principles and practices of effective consumer lending processing requirements
Strong proficiency in personal computer skills including the use of Internet and MS Office software applications
Company
UW Credit Union
UW Credit Union is a provider of a full range of consumer financial services.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Paul Kundert
President/CEO
Brad McClain
CFO
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