Member Contact Lending Specialist

Community First Credit Union; Neenah (WI); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Amazing Pension program

Generous paid time off

Commitment to work/life balance

Job summary

Community First Credit Union is seeking a Member Contact Lending Specialist to interact with members and uncover their financial needs. The role involves delivering exceptional service daily and working closely with the underwriting team to find the best solutions for various loan products.

Applicants should have an Associate's Degree and two years of relevant experience in financial services. The position offers daytime hours, a competitive salary, and a strong commitment to work/life balance and community service.

Qualifications

• Two years' relevant experience in lending and financial services.
• Familiarity with Microsoft Office and web-based software.
• Passion for providing outstanding service to members.

Responsibilities

• Deliver exceptional service to members every day.
• Interact with members to uncover financial needs.
• Collaborate with underwriting to find solutions.
• Customize protection solutions for lending products.
• Cross-sell credit union products and services.

Skills

Exceptional verbal and written communication skills

Strong time management and organizational skills

Experience in lending and financial services

Ability to work hard and find solutions

Education

Associate’s Degree in banking, finance, business, or related field

Tools

Microsoft Office Suite

Web-based software packages

Job description

As a Member Contact Lending Specialist, you will work closely with our members to uncover their financial needs and offer exceptional consumer loan products. Do you have a passion for service? A love of lending? Want the opportunity to “find a way” for those you serve? Community First believes in the value of personal relationships with our members. Turn strong phone and web traffic into conversations that can be life-changing for our members in this critical role.

As a Member Contact Lending Specialist with Community First Credit Union, you will:

Deliver exceptional, “WOW” service - every day, every time

Interact with members over the telephone to uncover financial needs and provide appropriate solutions utilizing products and services available within the credit union

Be key in telling the member’s story and working with the underwriting team to identify the best possible solutions for our members, including Home Equity, HELOC, balloon, vehicle, and a wide variety of other consumer loan products

Determine the best avenue for loan disbursement to ensure convenience for the member and in support of branch appointment guidelines and contact center goals

Customize protection solutions for all applicable lending products to include, but not limited to, payment protection, guarantee asset protection, and warranty

Address member questions or concerns pertaining to their accounts, mortgage loans, commercial loans, credit cards, and other products or services offered by the credit union

• Recognize opportunities to cross-sell all credit union products and referral services to increase services per household and deepen member relationships

We are open in the Member Contact Center from 7 a.m. to 6 p.m. Monday through Friday, and on Saturdays from 7 a.m. to 1 p.m. The schedule for this position encompasses our hours of operation, including a rotating Saturday morning.

Qualifications

• Associate’s Degree in a banking, finance, business, or related field
• Two years’ relevant experience, including prior lending and financial services experience
• Exceptional verbal and written communication skills; strong time management and organizational skills
• Familiarity with Microsoft office suite and web-based software packages
• The ability to work hard, find solutions, and have fun
• Passion for providing outstanding service to our members – internal and external

We also offer:

Amazing Pension program (only 8% of private employers continue to offer!)

Competitive compensation

Generous paid time off

Day time hours

A commitment to work/life balance and community service

Equal Opportunity Employer
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.