Member Contact Lending Specialist

Community First Credit Union | Wisconsin•Neenah, WI

11d•Onsite

About The Position

As a Member Contact Lending Specialist, you will work closely with our members to uncover their financial needs and offer exceptional consumer loan products. This role involves turning strong phone and web traffic into conversations that can be life-changing for our members. You will deliver exceptional service, interact with members over the telephone to uncover financial needs and provide appropriate solutions, and work with the underwriting team to identify the best possible solutions for members, including Home Equity, HELOC, balloon, vehicle, and a wide variety of other consumer loan products. You will also determine the best avenue for loan disbursement, customize protection solutions for lending products, address member questions or concerns, and recognize opportunities to cross-sell credit union products and referral services.

Requirements

Associate’s Degree in a banking, finance, business, or related field
Two years’ relevant experience, including prior lending and financial services experience
Exceptional verbal and written communication skills; strong time management and organizational skills
Familiarity with Microsoft office suite and web-based software packages
The ability to work hard, find solutions, and have fun
Passion for providing outstanding service to our members – internal and external

Responsibilities

Deliver exceptional, “WOW” service - every day, every time
Interact with members over the telephone to uncover financial needs and provide appropriate solutions utilizing products and services available within the credit union
Be key in telling the member’s story and working with the underwriting team to identify the best possible solutions for our members, including Home Equity, HELOC, balloon, vehicle, and a wide variety of other consumer loan products
Determine the best avenue for loan disbursement to ensure convenience for the member and in support of branch appointment guidelines and contact center goals
Customize protection solutions for all applicable lending products to include, but not limited to, payment protection, guarantee asset protection, and warranty
Address member questions or concerns pertaining to their accounts, mortgage loans, commercial loans, credit cards, and other products or services offered by the credit union
Recognize opportunities to cross-sell all credit union products and referral services to increase services per household and deepen member relationships