Are you a results-driven professional who thrives on helping people reach their goals? As a Loan Specialist, you’ll be the trusted guide for members applying for loans. From the very first conversation, you’ll work to build strong relationships, create positive experiences, and provide solutions that make a real difference in members’ financial lives.This is not an underwriting position—it’s the front-end process, focused on creating strong member relationships, identifying good loan opportunities, and preparing applications to pass on to the processor and underwriter. You’ll also have opportunities to cross-sell other financial products that protect members and strengthen the credit union.It’s the perfect fit for someone who loves sales, service, and the reward of seeing their hard work pay off through incentives. With base pay plus unlimited earning potential, this role rewards both service and results.Key ResponsibilitiesBuild lasting relationships with members while guiding them through the loan application processConfidently present and explain loan products, ensuring members feel supported and informedCollect and review loan applications, pull credit reports, and ensure data is complete and accuratePartner with the Loan Supervisor to structure strong loan applications for approvalCommunicate loan decisions clearly and professionally to membersIdentify cross-sell opportunities for deposit products, credit cards, insurance, and loan protection productsSupport the lending team and assist other departments as needed
