Consumer Loan Lending Specialist
Listed on 2025-12-31
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Finance & Banking
Financial Sales, Bank Customer Service -
Customer Service/HelpDesk
Bank Customer Service
Consumer Loan Lending Specialist
Join to apply for the Consumer Loan Lending Specialist role at Community First Credit Union - Appleton Wisconsin.
As a Consumer Loan 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.
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
- 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
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