Job Description

Loan Officer Opportunity – Central Wisconsin

Are you passionate about helping individuals achieve their financial dreams? Join our dynamic team as a Loan Officer with a thriving Credit Union in Central Wisconsin! This on-site position offers an exciting opportunity to provide personalized financial solutions, work directly with members, and build meaningful relationships. Please note, this role is not remote and includes travel to various locations , adding variety and engagement to your workday.

Why Join Us?

This is more than a job—it's a chance to make a difference in the lives of our members. You'll enjoy working in a collaborative, goal-oriented environment where your contributions directly support clients in reaching their financial goals. Plus, you’ll experience professional growth in a role that blends financial expertise, exceptional member service, and the rewarding challenge of meeting sales objectives.

Key Responsibilities:

• Loan Processing (20%) : Conduct interviews, gather member information, underwrite transactions, prepare loan documents, and facilitate closings.
• Account Management (15%) : Open and close accounts, including savings, checking, HSAs, IRAs, and other financial products.
• Cross-Selling (15%) : Use your expertise to recommend loans and financial solutions tailored to member needs.
• Loan Approval (15%) : Evaluate and approve loans within established policy limits while driving branch production goals.
• Member Support (15%) : Follow up using 2-2-2 procedures and offer financial advice that truly makes a difference.
• Inquiries & Troubleshooting (10%) : Resolve internal and external queries with efficiency and professionalism.
• Compliance (5%) : Uphold policies, procedures, and regulatory standards, including the Bank Secrecy Act and the Patriot Act.
• Other Duties (5%) : Contribute to additional responsibilities as assigned.

What We’re Looking For:

• Experience : Up to 2 years in consumer lending and account management.
• Education/Certifications : Must obtain an NMLS.
• Skills : Strong interpersonal skills, technological proficiency, and a knack for building trust and influencing positive outcomes.

Work Environment & Travel Requirements:

• This is an in-person role requiring regular travel to Credit Union locations in Central Wisconsin.
• Work takes place in a professional, climate-controlled office with minimal physical exertion.
• Ability to manage multiple priorities while maintaining confidentiality and delivering exceptional service.

Compensation & Benefits:

• Pay : $22–$25 per hour, depending on experience.
• Benefits : Comprehensive package including PTO, Health, Dental, and Vision Insurance, Life & AD&D Insurance, Short- and Long-Term Disability, a 401(k) Plan, and an Employee Assistance Program.

Your Career Starts Here:

This is your opportunity to be part of a supportive team, develop your expertise, and make a tangible impact on our members’ financial well-being. If you’re ready to grow your career in a role that values dedication, professionalism, and results, we want to hear from you!

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