What are the responsibilities and job description for the Home Equity Lending Specialist position at Kohler Credit Union?
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!
Why Kohler Credit Union
We believe in supporting the whole person, both professionally and personally. You'll enjoy a competitive wage which is a base commission and a comprehensive benefits package, including medical, dental, and vision coverage, a 401(k) with employer contributions, generous paid time off, and tuition reimbursement. You'll also be part of a collaborative, purpose-driven team that values connection, celebrates achievements, and makes a meaningful impact for our members and communities, now and in the future.
What You'll Do
- Build Relationships & Deliver Exceptional Service: 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.
- Drive Lending Growth: 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.
- Manage the Lending Experience: 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.
- Provide Financial Solutions: 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.
- Collaborate With Your Team: Partner with branch, mortgage, and contact center teams to create exceptional member experiences and support organizational growth.
Qualifications (What We're Looking For)
- High school diploma or equivalent required (college in finance, business, or related field preferred)
- 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
Build a Career That Makes a Difference
If you enjoy helping people, building relationships, and achieving results, this role offers an opportunity to grow your career while making a meaningful impact on the lives of our members.
Apply today and discover how your sales or customer service experience can translate into a rewarding career with Kohler Credit Union.
Applicants must be authorized to work in the United States without current or future visa sponsorship.