Consumer Lending Specialist II (61740)

MAZUMA CREDIT UNION•Overland Park, KS

22h•Onsite

About The Position

Mazuma is a local, award-winning Credit Union that has been in business since 1948. Our purpose is to make Kansas City a better place to live, work and bank! Our philosophy is to treat our Members and Team Members like family. We value diversity, positivity, creativity, and teamwork; and we believe our culture exhibits just that. It looks something like this: Our Team Members consistently show a Positive, Fun Attitude! You will always see us smiling, which is why we put it in our logo. We are always being respectful in interactions with our Members and other Team Members. Of course, our behavior and appearances are workplace appropriate, and Team Members should lead this value by example. We are proactive collaborators and big fans of Teamwork! We embrace the opportunity to work with others and are punctual and dependable. We have strong people skills, take initiative, and aren’t afraid to make decisions-even some of the difficult ones. Self-development and the development of others is part of our Learning & Growth! We take initiative in not only our own learning and growth but also the growth of the Team Members around us. We know our responsibilities and are not afraid to try new things. We appreciate Creativity & Progressive Mindsets! If you can think outside the norm, introduce new ideas, and proactively solve problems, you’ll fit in just fine around here. We like to consider ourselves positive agents of change that embraces Team direction. Besides that, here’s what else keeps Team Members here: Up to 27 days off a year, including: 10 paid Holidays Mental Health Day Anniversary Day PTO starting on the first day 40 hours of Paid Volunteer Time per year Traditional & Roth 401K with company match Medical, Dental, and Vision benefits effective 1st of the month following first day Wellness credit available for Medical premiums Company paid benefits including: Basic Life and AD&D Insurance Short-Term Disability Insurance Long-Term Disability Insurance Vision Insurance Maternity & Menopause Support Programs Employee Assistance Program On-Site Gym at our Headquarters location in Overland Park Discretionary Stakeholders bonus program Attractive interest rates on Team Member checking & Team Member money market accounts Consumer and mortgage loan discounts Role: The Consumer Lending Specialist II role serves as Loan Officer, primarily responsible for loan origination, coordination, and processing. This role is responsible for facilitating consumer loan requests received through electronic delivery channels, including online, branch, and inbound/outbound phone transactions, ensuring a positive Member experience. Responsibilities include adhering to lending policies and procedures, assisting Members with loan-related needs, and providing support or problem-solving through digital channels. This role also focuses on meeting and exceeding sales and loan goals while championing Mazuma’s culture and core values.

Requirements

Minimum 3 years of experience in a banking or finance related role
Minimum 1-2 years of lending and sales experience
High school diploma or equivalent
Effective problem solving and sound decision making
Strong organizational skills and attention to detail
Ability to multi-task
Attention to detail
Excellent verbal and written communication
Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 15 lbs.
Must be capable of climbing/descending stairs in emergency situations.
Must be able to operate routine office equipment including computer, tablet, telephone, copier, facsimile, printer, scanner, and calculator.
Must be able to routinely perform work on a computer for an average of 6-8 hours per day.
Must be able to work extended hours whenever required or requested by management.
Must be capable of regular, reliable, and timely attendance.

Nice To Haves

Knowledge of credit union policies and regulations
Exposure and experience with reading and understanding credit reports
Experience in a call-center or out-bound sales
Bachelor’s degree in finance, business administration, or a related field.

Responsibilities

Develop and maintain strong relationships with Credit Union Members by delivering personalized service and financial guidance.
Address Member inquiries and concerns promptly and professionally, ensuring a high level of satisfaction and loyalty.
Conduct thorough assessments of Members' financial situations to identify their needs and recommend appropriate Credit Union products and services.
Actively promote Mazuma Credit Union’s loan offerings to enhance Members’ financial well-being.
Process and fund all consumer loan types.
Effectively communicate details of each disclosure and loan document type to Members.
Collect, record, and image all required loan documents and disclosures in the proper channels.
Meet and exceed expectations in loan production, referrals, cross-selling, and any other assigned goals.
Collaborate with internal Teams to ensure seamless service delivery and Member engagement across all touchpoints.
Monitor and analyze Member feedback to identify opportunities for service improvement and innovation.
Stay informed about industry trends and regulatory changes to provide Members with up-to-date information and advice.

Benefits

Up to 27 days off a year, including:
10 paid Holidays
Mental Health Day
Anniversary Day
PTO starting on the first day
40 hours of Paid Volunteer Time per year
Traditional & Roth 401K with company match
Medical, Dental, and Vision benefits effective 1st of the month following first day
Wellness credit available for Medical premiums
Company paid benefits including:
Basic Life and AD&D Insurance
Short-Term Disability Insurance
Long-Term Disability Insurance
Vision Insurance
Maternity & Menopause Support Programs
Employee Assistance Program
On-Site Gym at our Headquarters location in Overland Park
Discretionary Stakeholders bonus program
Attractive interest rates on Team Member checking & Team Member money market accounts
Consumer and mortgage loan discounts