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Lending Specialist

SUMMIT CREDIT UNION

MUSKEGO, WIJobSeen todaySeen in employer's feed today

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At a glance

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

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Requirements

Credentials this posting asks for.

NMLS Number

Job overview

Summit Credit Union seeks a Lending Specialist for its Muskego branch to support members through in-branch and phone service. The role involves understanding members’ needs, advising on lending and deposit products, and building relationships. Candidates need sales or customer service experience, or higher education in finance, sales, or marketing, along with a high school diploma or equivalent. Saturday hours are required.

Skills & qualifications

RequiredNice to have

Skills

SalesCustomer ServiceInterpersonal SkillsCommunicationAdaptabilityJudgmentProblem SolvingActive ListeningRelationship BuildingAttention to DetailAccountabilityMicrosoft Office SuiteFinancial ConceptsStandingWalkingSittingLifting 40 Pounds

Qualifications

3+ Years Sales or Customer Service Experience or Higher Education in Finance, Sales, or MarketingHigh School Diploma or EquivalentNMLS Number

Benefits

Medical Insurance
Dental Insurance
Vision Insurance
401(k) Match
Paid Time Off

Full job description

JOB REQUIREMENTS: Description Are you passionate about helping people and making a difference in your community? Do you thrive in face-to-face interactions and love building relationships? Join Summit Credit Union as a Lending Specialist for our Muskego branch and be the friendly face that inspires, connects, and supports our members every day! What You'll Do: Deliver accurate, prompt, and friendly service to members in-branch and via phone. Engage in meaningful conversations, listen to members' needs, and help them achieve their financial goals. Advise on a variety of financial solutions, including lending and deposit products. Build new and enhance existing member relationships. Refer members to teammates for specialized assistance. Complete branch operations tasks with accuracy and efficiency. What We're Looking For: 3+ years of sales or customer service experience (or higher education in finance, sales, or marketing). High School Diploma or equivalent. Ability to obtain a Nationwide Mortgage Licensing System (NMLS) number. Strong interpersonal and communication skills. Adaptability, judgment, and a proactive approach to problem-solving. Active listening and relationship-building skills. Attention to detail and accountability. Basic knowledge of Microsoft Office Suite and financial concepts. Why Summit? Inclusive Culture: We celebrate diversity and believe that different makes us better. Growth Opportunities: Training, development, and advancement potential. Competitive Benefits: Health, dental, vision, retirement plans, paid time off, and more. Community Impact: Be part of a team that helps members make managing money easier, more effective, and more fun. Ready to make a difference? Apply today and help us create exceptional member experiences-one conversation at a time! Successful candidates are eligible for a sign-on bonus! Please inquire for more details. Required Statement Sections Physical Demands of Position: While performing the duties of this job, the employee is continuously required to stand, walk and sit, use hands and fingers. The employee occasionally must reach above and below shoulder level, and lift/push/pull and/or carry up to 40 pounds. Environmental/Working Conditions: Works in a typical administrative setting with climate control and appropriate lighting. Saturday hours required. Equipment Used: Computer terminal/PC, calculator, printer/copiers, telephone. EEO Statement: At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that... For full info follow application link. Summit Credit Union is proud to be an Equal Opportunity and Affirmative Action Employer of Veterans, Minorities and Individuals with Disabilities. ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/51634BD02E30465F

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