Consumer Loan Specialist

LANDMARK CREDIT UNION; Town of Brookfield (WI); On-site; USD 42,000 - 58,000; Full time

Job summary

Landmark Credit Union in Brookfield, WI is seeking a detail‑oriented Consumer Loan Specialist to gather, prepare, and process documents for loan applications across branch, call center, and online channels. You will verify accuracy against underwriting guidelines and ensure all documents for closing are received and complete.

You will liaise with members to collect pay stubs, W‑2s, and contracts; explain credit bureau items; and support a fast, compliant closing process while maintaining

Qualifications

• High school diploma or equivalent and at least 1 year of consumer lending experience.
• Knowledge of consumer loans and basic underwriting guidelines.
• Ability to explain credit bureau reports and liaise with members on stipulations.
• Excellent customer service skills.
• Experience with Microsoft Office and lending systems.
• Strong verbal and written communication, problem solving, and organization.
• Ability to balance priorities and meet deadlines in a fast-paced environment.
• Ability to maintain confidentiality and exercise independent judgment.
• Must have or be able to obtain NMLS registration.
• Commitment to understanding and following company policies and applicable laws.

Responsibilities

• Identify documentation requirements with underwriting and processing teams.
• Contact members to collect pay stubs, W‑2s, and contracts.
• Verify loan applications and input data into lending systems.
• Inform members of items needed for closing.
• Coordinate preparation of closing documents accurately.
• Handle multiple loan types and modifications with sound judgment.
• Cross-sell options and promote related products to members.
• Monitor reports to prevent delays in applications.
• Perform other duties as assigned.

Skills

Customer service

Communication

Problem solving

Organization

Independent work

Attention to detail

Education

High school diploma or equivalent

Tools

Microsoft Office

Lending systems

Job description

555 S Executive Dr, Brookfield, WI 53005, USA

Job Description

Posted Monday, August 31, 2026 at 5:00 AM

At Landmark Credit Union, we succeed by putting people first - and that starts with you. Our culture of inclusion and collaboration enables us to support our members’ financial wellbeing, positively impact the communities we serve, and help our associates grow their careers. Bring your authentic self to work as part of an organization where you’ll feel valued for your unique qualities, are enabled to reach your full potential, and are recognized for your contributions to our success. We strive to ensure you feel empowered to grow and succeed, while also feeling valued and taken care of, as we all do our part to put people first. We invite you to learn more about this and other opportunities at Landmark Credit Union.

NATURE AND SCOPE

Reports to the Manager, Consumer Loan Member Support. Engages with members and potential members who have applied for consumer loan products through the branch, call center, and online/digital channels. Gather, prepare, and process all necessary documentation through these channels for consumer loan applications. Examines documents to ensure accuracy and compliance with existing underwriting guidelines. This position will be responsible for ensuring all documents required for loan processing and closing are received, complete, and ready.

REQUIREMENTS

1. High school diploma or equivalent and minimum one year of consumer lending experience.
2. Knowledge of all types of consumer loans and a general understanding of underwriting guidelines preferred.
3. Demonstrated ability to understand and explain credit bureau reports, liaise with members in satisfying loan stipulations, and schedule closings preferred.
4. Demonstrated ability in providing excellent customer service.
5. Experience or ability to gain proficiency in all programs and systems used for this job including Microsoft Office products and systems related to consumer lending.
6. Excellent verbal and written communication skills, problem solving skills, organizational skills and the ability to work independently.
7. Proven ability to organize work, balance multiple priorities, manage a variety of projects in a fast-paced, flexible work environment with strong attention to detail and within defined deadlines.
8. Demonstrated ability to use independent judgment and discretion in various situations while maintaining a high degree of confidentiality.
9. Must have or be able to attain National Mortgage Licensing System Registration (NMLS#).
10. Must develop a thorough understanding of company policies and procedures as they relate to the position. Must comply with all company policies and procedures and job related state and federal laws and regulations.

PRINCIPAL ACCOUNTABILITIES

1. Partners closely with Consumer Loan Underwriting, Consumer Loan Processing, Personal Financial Officers, and Branches to identify documentation requirements for each specific loan.
2. Contacts members to collect necessary loan documentation, i.e., pay stubs, W2, purchase contracts etc.
3. Verifies accuracy of loan applications according to current policies and procedures, and then inputs information into the current lending system when applicable.
4. Informs members of items needed for closing, i.e., title of vehicle, seller requirements, etc.
5. Coordinates the preparation of the closing documents in an accurate, error-free manner.
6. Uses independent judgment, processes multiple types of consumer loans and modifications.
7. Cross sells GAP, Mechanical Breakdown and Debt Protection and offers other identified cross sell opportunities to members.
8. Monitors daily/weekly/monthly reports to ensure no applications reach more than 30 days before decisioning.
9. Performs other duties as assigned.

555 S Executive Dr, Brookfield, WI 53005, USA