HELOC Lending Specialist (62595)

MAZUMA CREDIT UNION•Overland Park, KS

9d•$22 - $25•Onsite

About The Position

The HELOC Lending Specialist I serves as a key point of contact for Members seeking home equity financing. This role is primarily responsible for originating Home Equity Line of Credit (HELOC) applications, educating Members on product options, and ensuring accurate and compliant completion of all required disclosures. The HELOC Lending Specialist I delivers a high level of Member service, demonstrates strong phone etiquette, and effectively manages time and production goals within a fast-paced, high-volume lending environment.

Requirements

Minimum of 2 years in consumer lending with an emphasis on HELOCs
Strong knowledge of consumer lending products, particularly HELOCs
Understanding of HELOC disclosures, documentation requirements, and application flow
High school diploma or equivalent
Effective problem solving and sound decision making
Strong organizational skills
Strong attention to detail and accuracy in data entry and documentation
Ability to multi-task
Demonstrated commitment to high quality Member service
Proficiency with loan origination systems and basic technology tools
Excellent verbal communication skills with polished phone presence and professionalism
Strong time management skills with the ability to prioritize and meet production goals
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.
Must be able to routinely perform work indoors in a climate-controlled office environment with minimal noise.

Nice To Haves

Previous experience originating consumer or home equity loans in a credit union or financial institution
Familiarity with high volume inbound lending or call center style environments
Bachelor’s degree in finance, business administration or a related field

Responsibilities

Originating Home Equity Line of Credit (HELOC) applications
Educating Members on product options
Ensuring accurate and compliant completion of all required disclosures
Delivering a high level of Member service
Demonstrating strong phone etiquette
Effectively managing time and production goals within a fast-paced, high-volume lending environment

Benefits

Up to 27 days off a year
10 paid Holidays
Mental Health Day
Anniversary Day
PTO starting on the first day
40 hours paid volunteer time
Traditional & Roth 401K with 5% match
All major benefits effective 1st of the month following first day with wellness discounts
Free Vision insurance
Free Gym at our Headquarter location in Overland Park, available to all team members
Company paid life insurance, short term and long term disability
Employee Assistance Program
Annual Bonus program
Team Member Account & Loan discounts