Jobs · Wisconsin

Loan Processor 2

Summit Credit Union · Cottage Grove, WI · 1 mo ago
HybridFull-time

About the role

At Summit Credit Union, we know that a smooth and efficient mortgage process creates confidence and trust for our members during one of life's most important financial decisions. When loan operations work seamlessly, members experience clarity, speed, and exceptional service at every step. As a Mortgage Processor 1, you'll play a key role in supporting the mortgage loan process from application through closing. Through attention to detail, strong communication, and collaboration, you'll help ensure accurate, compliant, and timely loan completion while delivering a high-quality member experience.

What You'll Do (Your Impact)

  • Support mortgage loan processing or closing activities, including documentation, verifications, and file preparation
  • Submit complete and compliant loan applications to underwriting with all required documentation
  • Monitor loan pipelines daily to ensure timely progression and completion of tasks
  • Collaborate with underwriters, Mortgage Loan Officers, and internal and external partners to optimize the loan experience
  • Prepare loan documents and maintain accurate, organized member files
  • Ensure final closing packages and figures are delivered to appropriate parties within established timelines
  • Communicate clearly and consistently with members throughout the loan process across multiple channels
  • Resolve routine and complex issues using strong problem-solving and customer service skills

Requirements

  • High school diploma or equivalent required; additional coursework in real estate, lending, or related field preferred
  • Ability to obtain and maintain NMLS registration
  • Minimum of 1 year of experience in a mortgage lending environment
  • Basic to intermediate knowledge of mortgage laws and regulations

Qualifications

  • Strong attention to detail with the ability to perform accurate, detail-oriented work
  • Intermediate mathematical skills (including calculations involving decimals, percentages, and fractions)
  • Proficiency with Microsoft Office (Word, Excel, Outlook)
  • Strong interpersonal, verbal, and written communication skills
  • Ability to problem-solve, investigate issues, and follow up effectively with members and colleagues
  • Ability to manage multiple priorities in a fast-paced environment

Benefits

  • A meaningful role supporting members through important financial milestones
  • Opportunities to collaborate across teams and grow your mortgage lending expertise
  • A culture focused on service excellence, teamwork, and continuous improvement

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