What You'll Do As a Commercial Loan Processing Coordinator 3, you will Prepare and process higher level and complex commercial loans, including SBA, Participations, and Construction loans . Focus on loan documentation for the top 25% tier loan portfolio , ensuring accuracy and compliance. Conduct peer reviews of co workers' loan packages prior to closing. Perform thorough

As a Peak Teller for our Lake Mills branch, you are responsible for engaging in meaningful conversations with members during high volume hours. You will complete a variety of banking transactions for members with a high degree of accuracy. We are looking for team members who will listen carefully to our members' needs to uncover ways to help improve their financial situat

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 Walker's Point 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 vi

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!

Essential Functions Collects member/prospect data, analysis statements and assembles marketing collateral to aid TM Sales in preparing for appointments. Independently develop, analyze, and implement pricing proformas, proposals, presentations, and all other reporting. Responsible for data delivery including deposit, fee income, treasury analytics, account schematics, trac

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

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

Make a difference at a fast growing Credit Union known across Wisconsin for boosting financial education and wealth, especially among women and their families. Help our large, ever expanding membership reach their financial goals and live richer, more secure lives. In this role, you will Share your expertise in insurance and planning strategies. Create meaningful, long te

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

As a Treasury Management Operations Specialist, you'll be the go to expert for our suite of business banking services, including Enhanced Business Online Banking Business Bill Pay Remote Deposit Capture (RDC) Wire & ACH Origination You'll work directly with members to set up services, conduct audits, and provide ongoing support all while delivering exceptional service wit