CC Loan Services Representative

At Summit Credit Union, we believe financial guidance should feel supportive-not complicated. As a Contact Center Loan Services Representative, you'll be a trusted partner to our members, delivering exceptional service through every interaction while helping them navigate loan options with confidence.

If you're passionate about helping people achieve their financial goals, thrive in a fast-paced environment, and enjoy building meaningful relationships-this could be the perfect role for you.

• Deliver Exceptional Member Service by providing prompt, courteous, and comprehensive assistance to members and potential members across multiple contact center channels.
• Guide Members Through the Loan Journey by answering questions, explaining options, and supporting members through the application and lending process.
• Match Members with the Right Solutions by promoting credit union products and services that best meet their borrowing needs and enhance their financial well-being.
• Apply Lending Expertise by using knowledge of consumer lending practices and policies to support sound decision-making while minimizing risk to the credit union.
• Collaborate for Success by working closely with teammates and internal partners to achieve organizational, departmental, and team goals.
• Support Compliance Excellence by ensuring all interactions and processes comply with BSA, OFAC, and USA Patriot Act/Customer Identification Act (CIP) requirements.
• Grow Professionally through continuous learning and development opportunities that support career enrichment and long-term success.

• High school diploma or equivalent; some college coursework in business or finance preferred.
• Minimum of two years of customer service experience in a fast-paced environment, including at least one year in a financial or contact center setting.
• Demonstrated knowledge of consumer lending principles and practices.
• Strong communication and interpersonal skills with the ability to serve a diverse membership.
• Comfort using office software and lending/customer relationship management systems.
• Ability to effectively support members across multiple contact channels (phone, digital, etc.).
• Detail-oriented mindset with the ability to handle confidential information accurately and securely.
• A collaborative approach and commitment to teamwork.

We take care of our people-because when our employees thrive, our members do too.

Excellent health insurance options to support you and your family
401(k) with employer match to help you plan for your future
Generous paid time off so you can rest and recharge
Paid holidays and wellness-focused benefits
Professional development and career growth opportunities
A people-first culture grounded in purpose, inclusion, and impact
And more benefits designed to support you-at work and beyond

At Summit Credit Union, different makes us better. We are proud to be an Equal Employment Opportunity employer and are committed to building a diverse, inclusive workplace where everyone belongs and can do their best work.

Additional Information:

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.

Ready to Make an Impact?

If you're motivated to help members make confident borrowing decisions and want to grow your career while strengthening communities-we'd love to meet you.