Consumer Loan Support Specialist

Unity Bank

Fall Creek (WI)

On-site

USD 32,000 - 40,000

Full time

7 days ago

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Benefits offered by this job

401(k)

401(k) matching

Dental insurance

Disability insurance

Employee assistance program

Health insurance

Health savings account

Flexible Spending Account

Life insurance

Paid time off

Vision insurance

Pet Wellness

Norton LifeLock, etc.

Job summary

Unity Bank in Augusta, WI is seeking a Consumer Loan Support Specialist to build lasting client relationships and provide lending products that fit needs. You will review applications for completeness, collect customer information, and enter data into banking software with accuracy and timeliness.

Responsibilities include growing the consumer loan portfolio, cross-selling products, assisting with delinquent loans, ensuring regulatory compliance, and collaborating with Retail Operations and

Qualifications

Bachelor’s degree in business administration or a related field or equivalent working experience preferred
Two (2) or more years of retail banking experience preferred

Responsibilities

Grow the consumer loan portfolio and cross-sell a full range of loan products.
Take in new consumer loan applications, gather customer information, and enter data into banking software accurately and promptly.
Review all consumer loan applications for completeness and accuracy.
Assist with delinquent loans under 30 days past due and work to minimize losses.
Ensure adherence to regulatory privacy policies and internal procedures.
Seek ongoing learning to enhance product knowledge, compliance and customer service skills.
Collaborate with Retail Operations, Deposit Operations and Management Team to create a seamless client experience.

Skills

Customer service

Cross-selling

Banking operations

Regulatory compliance

Communication skills

Education

Bachelor’s degree in business administration or related field

Two years retail banking experience

Tools

Banking software

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Consumer Loan Support Specialist

Full Time Augusta, Augusta, WI, US

3 days ago Requisition ID: 1110

Salary Range: $23.30 To $29.20 Hourly

At Unity Bank, our culture is built on our core values: clarity, integrity, connection, and responsibility. We believe in meaningful work, open collaboration, and authentic relationships. Here, every employee takes pride in their role, empowered to make a difference for our clients, our communities, and each other.

We listen. We care. We connect. We choose to do the right thing. We are responsible for our work. Every conversation matters, and every solution is crafted with integrity, and clear sound decisions. Together, we create the best experience for our clients, our work environment, and our communities.

Position Summary: The Consumer Loan Support Specialist is responsible for building and maintaining long-term relationships with customers, understanding their financial needs and partnering to provide lending services and products that fit their needs.

Loan Growth: Monitor and enhance the growth of our consumer loan portfolio, deepening client relationships through product knowledge and excellent customer service. Promote and cross-sell a full range of loan banking products and services including credit cards, CDs, and secured/unsecured loans for vehicles, motorhomes, boats etc.
Client Experience: Take in new consumer loan applications, gather necessary customer information, and accurately enter data into the banking software in a timely manner; to provide exceptional, personalized service. While keeping the client experience in front of mind, proactively addressing and resolving client questions or concerns regarding consumer loan options, requirements, and next steps. Partner with internal resources as needed.
Loan Accuracy: Review all consumer loan applications for completeness and accuracy before moving them forward in the lending process.
Delinquent Loans: Assist with managing delinquent loans under 30 days past due. Minimize loan losses and exceptions through effective documentation, timeliness of renewals, collection efforts, and building/maintaining customer relationships.
Compliance: Ensure adherence to regulatory requirements, privacy policies, industry standards, and internal policies and procedures.
Training and Development: Seek learnings and continuous development to enhance consumer product knowledge, compliance requirements, communication skills, and banking products/services that create banker confidence to enhance client experience. Stay up to date on external consumer lending market trends.
Collaboration: Work with internal departments to facilitate seamless client experience. This includes but is not limited to: Retail Operations, Deposit Operations, and Management Team.

Education and Experience:

Bachelor’s degree in business administration or a related field, or equivalent working experience preferred
Two (2) or more years of retail banking experience preferred

Work Environment:Collaborative, trust-based, transparent, supportive, and comfortable community atmosphere. This position may include opportunities to travel across our footprint, working with customers, community members, and our Unity Team.

Regulatory Standards: Financial Institutions must adopt and comply with regulatory requirements. All employees of Unity Bank are required to comply with these standards and practices. Employees will be responsible for participation in training sessions for these regulatory compliance requirements. This will be offered through online sessions, department meetings, bank wide training, and other such media. In addition, compliance training that is specific to job responsibilities will be conducted. Any employee that knowingly fails to comply with the requirements, as outlined in the Compliance Manual and the related guidelines may be subject to disciplinary action, up to and including termination of employment.

Benefits: