Consumer Loan Specialist - Amery

WESTconsin Credit Union Careers•Amery, WI

About The Position

At WEST consin Credit Union, we believe in the power of people helping people. Our mission is to give members, communities, and one another the inspiration, resources, and support to achieve financial wellness. We fulfill our mission by creating a positive impact in our members' lives by providing trusted financial services and building lasting relationships. If you're looking to work for an organization where your contributions matter, where teamwork and community are at the heart of everything we do, and where you can grow in a dynamic, supportive culture—then you're in the right place! We’re more than just a credit union; we strive to make a real difference. Ready to make an impact? Let’s grow together! What You’ll Be Doing: Efficiently originate consumer loans on all platforms (in-person, phone, electronic) for new and existing members while delivering consistent, high-quality service and experience Stay current and utilize knowledge of lending guidelines, policies and procedures to anticipate needs and advise members during complete consumer loan process Identify and inform/educate member of loan details and/or documents needed during course of application and closing process Present completed applications to the Underwriters for approval and informs members of loan decisions Determine and disclose loan term options, educate member on features and benefits of loan protection products, verify member understanding of all loan details, terms, and product features Open new membership accounts and actively builds member relationships through member follow-up and onboarding; conduct maintenance on accounts, as needed Act as financial coach to educate and offer savings, loans, and other products to help members realize and achieve their financial goals

Requirements

High school diploma or equivalent
2 years of customer service/Teller experience
Proficiency in basic computer, data entry and typing skills is required
A positive attitude, professional image, and self-motivation are essential
Excellent verbal and written communication skills are required

Nice To Haves

Prior Consumer Lending experience preferred

Responsibilities

Efficiently originate consumer loans on all platforms (in-person, phone, electronic) for new and existing members while delivering consistent, high-quality service and experience
Stay current and utilize knowledge of lending guidelines, policies and procedures to anticipate needs and advise members during complete consumer loan process
Identify and inform/educate member of loan details and/or documents needed during course of application and closing process
Present completed applications to the Underwriters for approval and informs members of loan decisions
Determine and disclose loan term options, educate member on features and benefits of loan protection products, verify member understanding of all loan details, terms, and product features
Open new membership accounts and actively builds member relationships through member follow-up and onboarding; conduct maintenance on accounts, as needed
Act as financial coach to educate and offer savings, loans, and other products to help members realize and achieve their financial goals