Top 2 Mortgage specialist Jobs in Neenah, Wi

Member Contact Lending Specialist
Community First Credit Union —Neenah, WI
- Mid-level
- Finance
- Organizational skills
- Paid time off
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Member Contact Lending Specialist

Community First Credit Union -
Neenah, WI

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Job Details

Benefits

Paid time off

Qualifications

Customer relationship building
Commercial loans
Finance
Phone communication
Sales referrals
Promoting bank products
Associate's degree in finance
Mid-level
Client relationship development
Finance
Cross-selling
Organizational skills
Financial needs assessment
Productivity software
Customer support for financial loans
Handling account queries
Business
Associate's degree
2 years
Communication skills
Home equity loans
Promoting bank services
Conducting sales calls
Time management
Client interaction via phone calls

Full Job Description

As a Member Contact Lending Specialist, you will work closely with our members to uncover their financial needs and offer exceptional consumer loan products. Do you have a passion for service? A love of lending? Want the opportunity to “find a way” for those you serve? Community First believes in the value of personal relationships with our members. Turn strong phone and web traffic into conversations that can be life-changing for our members in this critical role.

As a Member Contact Lending Specialist with Community First Credit Union, you will:

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

We are open in the Member Contact Center from 7 a.m. to 6 p.m. Monday through Friday, and on Saturdays from 7 a.m. to 1 p.m. The schedule for this position encompasses our hours of operation, including a rotating Saturday morning.

We are looking for a combination of:

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

We also offer:

Comprehensive benefits package
Amazing Pension program (only 8% of private employers continue to offer!)
Competitive compensation
Generous paid time off
Day time hours
A commitment to work/life balance and community service

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

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mortgage specialist jobs in neenah, wi

Member Contact Lending Specialist

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