Home Equity Lending Specialist
About The Position
Turn Relationships Into Results as a Home Equity Lending Specialist. Are you a relationship-driven sales professional or customer service expert looking to grow your career in financial services? If you enjoy helping people make important decisions, building trust, and finding solutions that improve lives, Kohler Credit Union has an opportunity for you. As a Home Equity Lending Specialist, you'll combine consultative sales, member service, and financial guidance to help members use the equity in their homes to achieve their goals and be a trusted advisor throughout the lending process!
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
- Serve as a trusted advisor by helping members understand their home equity options and guiding them toward the solution that best meets their financial needs.
- Create positive experiences through personalized service and ongoing communication.
- Identify opportunities during member conversations to recommend home equity products and other financial solutions.
- Generate referrals, build relationships, and contribute to the growth of our lending portfolio.
- Guide members through the entire loan process, from application through closing.
- Coordinate documentation, underwriting, compliance requirements, and closing activities while delivering a smooth and efficient experience.
- Listen to members' goals and recommend lending products that help them achieve those goals.
- Cross-sell additional products and services when appropriate to deepen relationships and improve financial well-being.
- Partner with branch, mortgage, and contact center teams to create exceptional member experiences and support organizational growth.
Benefits
- competitive wage which is a base + commission
- medical, dental, and vision coverage
- a 401(k) with employer contributions
- generous paid time off
- tuition reimbursement
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
