Demo

Member Contact Lending Specialist

Community First Credit Union
Neenah, WI Full Time
POSTED ON 1/7/2025
AVAILABLE BEFORE 3/6/2025

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 looking for a combination of:

  • 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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