Digital Lending & Onboarding Specialist

Capital-Credit-Union; Green Bay (WI); On-site; USD 36,000 - 48,000; Full time

Job summary

Capital Credit Union is seeking a member-focused professional to process and onboard deposit and loan applications online, by video, or by phone. The role emphasizes digital options, service quality, and building member relationships.

You will handle consumer lending and new account tasks, educate members about products, and maintain accurate account data while promoting cross-sell opportunities. Strong communication and attention to detail are essential.

Qualifications

• High school diploma or equivalent required.
• Excellent reading, writing, and numerical skills.
• Ability to use Word, Excel, Velocity, and E-Mail systems.
• Detail-oriented with accuracy in processing transactions.
• Strong communication and customer-service abilities.

Responsibilities

• Assist members with consumer loan applications by phone, video, or online.
• Assist with new account openings and product/service explanations.
• Educate members about digital options and cross-sell offerings.
• Maintain accurate records and process transactions in the system.
• Support training for new staff and provide friendly member service.

Skills

Interpersonal skills

Analytical ability

Attention to detail

Sales skills

Independent judgment

Education

High school diploma

Tools

Microsoft Word

Microsoft Excel

Velocity

E-Mail

Job description

Capital Credit Union is seeking a member-focused professional to process and onboard deposit and loan applications online, by video, or by phone. The role emphasizes digital options, service quality, and building member relationships.

You will handle consumer lending and new account tasks, educate members about products, and maintain accurate account data while promoting cross-sell opportunities. Strong communication and attention to detail are essential.