Lending Specialist

Lending Specialist – Park City Credit Union

Join our Incredible Consumer Lending Team!

The primary focus of this position is to quickly and actively take and work loan requests from application to closing. Perform a high volume of outbound loan campaign calls while driving revenue through offering products and services that meet member’s needs. The employee will take and work loan applications that come through the phone, online channels, and other credit union employees.

Will be held accountable for achieving individual and team production, cross‑sale, and ancillary lending product sales goals.

Must work well in a team environment, but be motivated and self‑disciplined to work independently. Execute the credit union’s vision and provide Raving Fan service with every member interaction.

• Previous/current lending experience at PCCU or another financial institution required.
• Consumer lender may work out of the Merrill, Minocqua, or Rhinelander locations.

• Drive revenue by achieving loan goals and identifying additional opportunities that support the credit union’s strategic objectives, including presenting loan solicitations as recommended from underwriting and through examination of the member’s credit report.
• Ensure loan applications are processed quickly and accurately within the standards laid out by the Chief Retail Officer.
• Perform a high volume of outbound calls to existing credit union members and members who recently obtained a loan through an indirect partner.
• Meet assigned goals for member protection products, including but not limited to GAP, warranty, and debt protection.
• Act as a trusted advisor and provide recommendations for future lending approvals, while delivering a loan turn‑down decision to a member.
• Document all sales activities in the credit union’s core system.
• Possess effective communication and strong listening skills.
• Foster relationships and influence sales decisions.
• Demonstrate exceptional Raving Fan member service that projects the credit union’s vision.
• Serve members by providing service and information in a pleasant, professional, and efficient manner via telephone or correspondence.
• Achieve department goals while meeting quality standards.
• Complete and maintain reports and records pertaining to the Bank Secrecy Act; file Currency Transaction Reports and report suspicious activity when applicable.
• Treat all credit union members and employees with a positive and cooperative attitude.
• Additional duties may be assigned by the Branch Manager.

Entry level

Full‑time

Finance and Sales

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