Home Equity Lending Specialist

Home Equity Lending Specialist

Take the Next Step in Your Financial Services Career

If you're looking for the next step in your career in banking, lending, mortgage support, or entry-level finance jobs, this is a strong opportunity to grow in the financial services industry. At Kohler Credit Union, we're more than a financial institution, we're a trusted partner helping members achieve stability, growth, and long-term financial wellness. We are seeking a motivated Home Equity Lending Specialist to join our team and play a key role in helping members access the equity in their homes to reach important life and financial goals.

Why Kohler Credit Union

We believe in supporting the whole person, both professionally and personally. You'll enjoy a competitive wage 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.

Job Overview

The Home Equity Lending Specialist guides members through the full home equity lending process, from application to closing, for Home Equity Loans and HELOCs. This role acts as a trusted advisor, helping members understand borrowing options and choose the best financial solution for their needs. Combines lending, sales, customer service, and compliance to support member success and loan growth.

• Home Equity Lending & Member Support: Assist members with HELOCs and home equity loans. Explain terms, options, and repayment structures. Deliver strong customer service and financial guidance.
• Loan Processing (Start to Finish): Manage full loan lifecycle including application intake, documentation, underwriting coordination, compliance review, and closing. Ensure accuracy and fast turnaround.
• Sales & Lending Growth: Identify lending opportunities through member conversations, referrals, and inbound inquiries. Cross-sell personal loans, mortgage products, and credit solutions.
• Compliance & Regulation: Follow all federal lending regulations, NMLS requirements, and credit union policies. Maintain accurate, compliant loan files and documentation.
• Team Collaboration: Partner with mortgage, branch, and contact center teams to streamline lending and improve overall member experience.

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

Appy today and join a team that invests in you!

Applicants must be authorized to work in the United States without current or future visa sponsorship.