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Member Contact Lending Specialist

Community First Credit Union

Neenah, WIJobNo compensation foundTracked 1 day agoSeen in employer's feed 1 day ago

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At a glance

Compensation
No compensation found
Location
Neenah, WI
Work Authorization
Not specified

Requirements

Credentials this posting asks for.

Associate's degree

Job overview

The Member Contact Lending Specialist works closely with members to uncover financial needs and provide consumer loan solutions, delivering exceptional service via phone and web, customizing protection options, and cross‑selling credit union products while supporting loan disbursement and member inquiries.

Skills & qualifications

RequiredNice to have

Skills

Microsoft Office SuiteWeb‑Based Software PackagesCommunicationTime ManagementOrganizational SkillsProblem Solving

Qualifications

Associate’s Degree in Banking, Finance, Business or Related FieldTwo Years Relevant Experience Including Prior Lending and Financial Services ExperienceExceptional Verbal and Written Communication SkillsStrong Time Management and Organizational Skills

Benefits

401(k) Match
Paid Time Off

Full job description

Description

As a Member Contact Lending Specialist, you will work closely with our members to uncover their financial needs and offer exceptional consumer loan products. Do you have a passion for service? A love of lending? Want the opportunity to “find a way” for those you serve? Community First believes in the value of personal relationships with our members. Turn strong phone and web traffic into conversations that can be life-changing for our members in this critical role.

As a Member Contact Lending Specialist with Community First Credit Union, you will:

  • 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

We are open in the Member Contact Center from 7 a.m. to 6 p.m. Monday through Friday, and on Saturdays from 7 a.m. to 1 p.m. The schedule for this position encompasses our hours of operation, including a rotating Saturday morning.

We are looking for a combination of:

  • 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

We also offer:

  • Comprehensive benefits package

  • Amazing Pension program (only 8% of private employers continue to offer!)

  • Competitive compensation

  • Generous paid time off

  • Day time hours

  • A commitment to work/life balance and community service

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

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