Join our team as a Business Portfolio Manager and play a key role in helping local businesses thrive. Join our team as a Business Portfolio Manager and play a key role in helping local businesses thrive. Current opportunity Greater Milwaukee/Racine Provide portfolio support to the Business Relationship Managers by assisting in the gathering of critical information, monito

Summit Credit Union, voted number one employer by WSJ and top ten by Madison Magazine, has an exciting opportunity to join our mortgage team as a Mortgage Loan Officer Waukesha Market. As the MLO you are responsible for providing personal, customized financial services to potential members and members of the credit union. Support Summit Credit Union's mission and vision b

At Summit Credit Union, we're all about people helping people while building futures, confidence, and financial wellness along the way. As a Senior Universal Banker at our West Milwaukee branch, you'll be at the center of that mission. You won't just work in banking, you'll shape financial journeys, spark positive change, and grow your own career in an environment that ce

At Summit Credit Union, we're all about people helping people while building futures, confidence, and financial wellness along the way. As a Senior Universal Banker at our Waukesha Northeast branch, you'll be at the center of that mission. You won't just work in banking, you'll shape financial journeys, spark positive change, and grow your own career in an environment tha

And more benefits designed to support you at work and beyond 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

Are you passionate about helping people and making a difference in your community? Do you thrive in face to face interactions and love building relationships? Join Summit Credit Union as a Senior Universal Banker for our Brookfield branch and be the friendly face that inspires, connects, and supports our members every day! What You'll Do Deliver accurate, prompt, and frie

Join one of Wisconsin's top employers! Summit Credit Union, consistently recognized as a best in state credit union and a top workplace, is seeking an experienced Mortgage Loan Officer to join our Pewaukee team. If you're passionate about helping members achieve their homeownership dreams and thrive in a collaborative, member focused environment, we want to hear from you!

We want to build a better, more equitable world and fulfill our mission of Dreams enabled. Financial Wellness achieved. Life richer. We do that through our Essential Behaviors of working as a team, putting our membership first and promoting change, and through our Values Honesty, Make Things Better, Respect Others, Be Fair/Create Equity, and Care. As a VP Business Service

Responsible for analyzing business loan requests to develop thorough and objective credit presentations while ensuring the bank's lending policies are followed. Includes analysis of business and personal cash flow and financial statements, comparison with industry trends and/or projections, understanding of collateral requirements and reviewing collateral valuations. Thes

Provide support to the Business Services Department and other internal partners for the development and growth of new and existing business relationships. Collaborates with Business Relationship Managers to coordinate closing and loan documentation needed. Evaluate loan requests to ensure proper documentation is in place to confirm business structure, evaluate existing co

Maintain facilities for safety, functionality, and curb appeal. Respond to work orders and prioritize tasks effectively. Perform light electrical, plumbing, HVAC adjustments, painting, and basic carpentry. Conduct inspections and preventive maintenance on building systems. Assist with landscaping, snow removal, and exterior upkeep. Communicate issues and timelines to mana

Direct and manage Summit Credit Union's Loan Processing department within Business Services. Responsible for training and developing the Loan Processing team members to ensure they are accurately, consistently and efficiently preparing loan document packages that provide a best in class loan closing experience for our members. Select Duties Assigns loan requests to the te

Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Summit Credit Union in Baraboo, WI would allow you to join the Investment Program at Summit Credit Union as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors a

Expected Outcomes Enhanced Reputation Summit's reputation is strengthened through effective communication and efficient handling of referrals from initial contact to completion. Regulatory Compliance and Growth Summit remains compliant and well positioned for growth by staying current with regulatory and industry standards, ensuring accurate documentation and communicatio

Are you someone who thrives on meaningful conversations, loves helping others, and enjoys making everyday moments a little more fun? At Summit Credit Union, we're not just about transactions we're about transformation. We're looking for a passionate, people first Member Service Teller at our Waukesha Northeast branch to be the friendly face of our branch and the heartbeat