Home Equity Lending Specialist

Kohler Credit Union•Sheboygan, WI

1d•Onsite

About The Position

The Home Equity Lending Specialist guides members through the full home equity lending process, from application to closing, for Home Equity Loans and HELOCs. This role acts as a trusted advisor, helping members understand borrowing options and choose the best financial solution for their needs. Combines lending, sales, customer service, and compliance to support member success and loan growth.

Requirements

High school diploma or equivalent required
2+ years of experience in banking, lending, financial services, sales, or customer service
Ability to obtain NMLS registration, Wisconsin Notary, and E-Notary
Strong communication skills and comfort working with customers on financial decisions
Detail-oriented with strong organization and problem-solving skills
Applicants must be authorized to work in the United States without current or future visa sponsorship.

Nice To Haves

college in finance, business, or related field preferred

Responsibilities

Assist members with HELOCs and home equity loans. Explain terms, options, and repayment structures. Deliver strong customer service and financial guidance.
Manage full loan lifecycle including application intake, documentation, underwriting coordination, compliance review, and closing. Ensure accuracy and fast turnaround.
Identify lending opportunities through member conversations, referrals, and inbound inquiries. Cross-sell personal loans, mortgage products, and credit solutions.
Follow all federal lending regulations, NMLS requirements, and credit union policies. Maintain accurate, compliant loan files and documentation.
Partner with mortgage, branch, and contact center teams to streamline lending and improve overall member experience.