Member Contact Lending Specialist

Community First Credit Union | Wisconsin; Neenah (WI); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Comprehensive benefits package

Amazing Pension program

Generous paid time off

Job summary

Community First Credit Union | Wisconsin is seeking a Member Contact Lending Specialist to engage with members and provide exceptional consumer loan products. The successful candidate will deliver WOW service every time, uncover financial needs, and determine the best lending solutions including Home Equity and vehicle loans.

The role requires an Associate's Degree and two years of experience in lending or financial services. Benefits include a comprehensive package, a competitive salary, and a strong focus on work/life balance.

Qualifications

• Two years’ relevant experience, including prior lending and financial services experience.
• The ability to work hard, find solutions, and have fun.
• Passion for providing outstanding service to our members.

Responsibilities

• Deliver exceptional, 'WOW' service – every day, every time.
• Interact with members over the telephone to uncover financial needs.
• Determine the best avenue for loan disbursement to ensure convenience for the member.

Skills

Exceptional verbal and written communication skills

Strong time management and organizational skills

Familiarity with Microsoft Office suite

Education

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

Tools

Web-based software packages

Job description

Role Overview

As a Member Contact Lending Specialist, you will work closely with our members to uncover their financial needs and offer exceptional consumer loan products. 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.

Responsibilities

• 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
• 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

Work Schedule

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

Benefits

• Comprehensive benefits package
• 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