Lending Program Specialist

Guided by the Career & Leadership Development Manager, this rotational role is designed to offer excellent member service while supporting various lending departments on a rotating basis. The Lending Program Specialist will gain a thorough understanding of consumer, mortgage, contact center lending, and business lending over approximately 1.5 years. The program focuses on business knowledge development and professional development. After completing the program, graduates will be placed in a Summit role that leverages their skills and sets them on a path for career growth.

Expected Outcomes 

• Clear understanding of department functions.
• Projects are completed timely and accurately.
• Training curriculum is completed per assigned schedule.
• Projects are completed on time and within budget.
• Organizational, departmental and team goals are achieved through teamwork and collaboration.
• Professional development efforts lead to career enrichment.
• The credit union is in compliance with all requirements of BSA, OFAC, and the USA Patriot Act/Customer Identification Act (CIP).

Selection Criteria

• Bachelor’s degree in business, finance or related field.
• Requires the ability to follow up on problems presented to members and co-workers using a customer service approach including the use of investigative problem solving.
• Well-developed, professional communication skills, both written and oral.
• Detail-oriented and ability to focus and comprehend new concepts quickly.
• Professional well-developed interpersonal skills essential for interacting with credit union staff and members.
• Ability to learn and apply basic knowledge of laws and regulations related to lending.
• Intermediate mathematical skills required (calculations and concepts involving decimals, percentages, fractions, etc.)
• Basic knowledge of Microsoft Teams, Microsoft Word, Excel and Outlook.
• Must have or be able to attain a Nationwide Mortgage Licensing System (NMLS) number.
• The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification.  It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.

Additional Details

• Physical Demands of Position:  While performing the duties of this position, the employee is required to sit, stand and walk, use hands and fingers.  The employee occasionally must reach above and below shoulder level, and lift/push/pull and /or carry up to 10 pounds.  
• Environmental/Working Conditions: Works in a typical administrative setting with climate control and appropriate lighting. Travel to branches requires exposure to outdoor and traffic conditions.
• Equipment Used:  Variety of office equipment (telephone, printer, pc, mobile devices, etc.).

EEO Statement:  At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law.  We embrace diversity and believe that inclusion is critical to our success as a credit union.  Different makes us better.  Employment decisions are made based on qualifications, merit, and business need.