Lending Specialist

Summit Logo; Muskego (WI); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Health insurance

Dental coverage

Vision coverage

Retirement plans

Paid time off

Job summary

Summit Credit Union in Muskego is seeking a Lending Specialist to deliver friendly, in-branch and phone support, guiding members toward financial goals. You will advise on lending and deposit options while building and strengthening member relationships.

Requirements include 3+ years in sales or customer service, a high school diploma or equivalent, and the ability to obtain an NMLS number. Weekend shifts are noted in the environment.

Qualifications

• 3+ years of sales or customer service experience (or higher education in finance, sales, or marketing).
• High School Diploma or equivalent.
• Ability to obtain an 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.

Responsibilities

• 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.

Skills

Sales experience

Customer service

Interpersonal skills

Communication skills

Active listening

Problem solving

Attention to detail

Microsoft Office

Education

High School Diploma or equivalent

Tools

MS Office

Job 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.

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.
• 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 inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit, and business need.

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.