What are the responsibilities and job description for the Lending Specialist position at Cloverbelt Credit Union?
Job Summary
At Cloverbelt Credit Union (CCU), Our People Make the Difference. As a growing, community-focused financial institution, we pride ourselves on delivering exceptional services to our members-because Where You Bank Does Make a Difference.
We’re looking for a knowledgeable, service driven Lending Specialist to join our Weston branch team! This role blends consumer lending expertise with front-line member services, making it ideal for someone who enjoys building relationships, helping members reach their financials goals, and supporting branch operations.
Duties
As a Lending Specialist, you’ll support members by combining consumer lending expertise with branch member services.
- Interview members, process consumer loan applications, and communicate loan decisions
- Prepare loan documents, disburse funds, and explain terms and disclosures
- Support indirect lending and loan processing activities
- Open and service member accounts, perform transactions, and assist with account maintenance
- Assist members with debit cards, credit cards, online banking, and digital services
- Identify member needs and recommend appropriate CCU products and services
- Work collaboratively with branch and lending teams to deliver an exceptional member experience
Requirements
- High school diploma or equivalent required
- Prior experience in consumer lending and member services preferred
- Strong communication, problem-solving, and interpersonal skills
- Ability to manage multiple priorities in a fast-paced environment
- Attention to detail with strong organizational skills
- Comfort handling confidential information with discretion
- Proficiency with Microsoft Office and general computer systems
- Intermediate math skills (rates, ratios, percentages, etc.)
- Positive attitude and commitment to delivering excellent member service
Join a team where Our People Make a Difference and where your leadership will too. Apply today by submitting your resume. We look forward to hearing from you!
Expected hours: 40.0 per week
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Work Location: In person