Consumer Loan Operations Processor

WESTconsin Credit Union; Menomonie (WI); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Health, Dental, and Vision Insurance

401(k) Contribution and Match

Student Loan Repayment Program

Healthy Living Fund Contribution

Job summary

WESTconsin Credit Union in Wisconsin is looking for a Loan Operations Clerk to support the Consumer Lending team. You’ll collect, process, and record loan perfections, payoff actions, and related documents in the CORE system, ensuring accuracy and regulatory compliance.

This full-time role emphasizes integrity, organization, and clear communication with members and partners. If you’re detail-driven and can handle sensitive information professionally, you’ll fit right in with our collaborative,

Qualifications

• High School diploma or equivalent required or preferred.
• 1 year of related work experience preferred.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Ability to handle sensitive and confidential information professionally.

Responsibilities

• Process loan payoffs and modifications in the CORE system.
• Prepare and send required loan documents for signature and handle extensions/adjustments.
• Balance and reconcile shared consumer lending accounts.
• Maintain reports used for loan servicing, tracking, maintenance, and issue discovery.
• Respond to loan-related information requests from members and internal teams.
• Ensure compliance with record retention requirements and documentation imaging.

Skills

Organizational skills

Attention to detail

Written communication

Verbal communication

Discretion with sensitive information

Education

High School diploma or equivalent

Tools

CORE system

Job description

AtWESTconsin Credit Union, we believe in the power of people helping people. Our mission is to give members, communities, and one another the inspiration, resources, and support to achieve financial wellness. We fulfill our mission by creating a positive impact in our members' lives by providing trusted financial services and building lasting relationships. If you're looking to work for an organization where your contributions matter, where teamwork and community are at the heart of everything we do, and where you can grow in a dynamic, supportive culture—then you're in the right place! We’re more than just a credit union; we strive to make a real difference.

Ready to make an impact? Let’s grow together!

What You’ll Be Doing:

• Collect, sort, distribute, and process mail directed to the Consumer Lending Department
• Serve as a liaison between internal teams, external partners, and members to request, prepare, and record loan perfections and satisfactions with applicable titling and registration agencies, both manually and electronically
• Process and complete loan payoffs within the CORE system
• Perform payment reversals and loan modifications to correct errors or fulfill member requests
• Prepare and send required loan documents to members for physical or electronic signature, and complete approved loan extensions and adjustments
• Manage and maintain reports used for loan servicing, tracking, maintenance, and issue discovery
• Prepare loan documentation for member signature, ensuring accuracy, completeness, and compliance with requirements
• Balance and reconcile shared accounts utilized by the Consumer Lending Department
• Provide timely notices and communications to members regarding loan and account-related matters
• Perform loan transfers, maintenance, and account notations within the CORE system related to account closures due to fraud, death of borrower, or other qualifying events
• Respond to internal and external loan-related report and information requests
• Prepare and retain loan files in accordance with document imaging and record retention requirements
• Monitor and track loans for required insurance coverage; obtain proof of insurance or resolve discrepancies prior to force-placing insurance when necessary
• Respond to consumer credit dispute requests in accordance with regulatory and organizational guidelines
• Research, recommend, develop, and communicate new or revised procedures impacting the Operations Department, and participate in departmental and organizational projects involving cross-functional collaboration

What You’ll Need to Be Successful:

• High School diploma or equivalent
• 1 year of related work experience preferred
• Strong organizational skills and attention to detail
• Excellent written and verbal communication skills
• Ability to handle sensitive and confidential information with professionalism and discretion

Why ChooseWESTconsin:

• Health, Dental, and Vision Insurance Plans
• Annual Healthy Living Fund Contribution
• Student Loan Repayment Program
• Impressive 401(k) Contribution and Match Plan

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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 notice from the Department of Labor.