Wisconsin Credit Union Foundation
Wisconsin's Credit Unions Unite for Good

Mortgage Loan Officer - Southern Lakes Credit Union (2019)

Job Posted: Jan 2, 2019
Job Expires:
Feb 1, 2019


The Mortgage Loan Officer is responsible for enthusiastically serving our members to meet their mortgage needs. They will regularly have member contact and will ensure the members are presented with quality mortgage options and will keep members up to date throughout the mortgage application process. They will be active in the communities we serve and will provide referrals to team members to deepen the member relationship. They will deliver exceptional service to teammates and our members by supporting the vision of the Credit Union. They will possess a strong enthusiasm for the Credit Union Movement. Bring a level of dedication and initiative to their work that surprises teammates and our members. Create an environment of ownership where they strive to exceed expectations.


  • Interview members to determine mortgage needs and provide personalized recommendations
  • Evaluate applications for completeness and credit reports and application documentation for cross sale options
  • Ensure members are advised on a regular, timely basis of application status and any further requirements needed
  • Work to build contacts in the community at large and develop referral sources
  • Be proactive in assisting with the development of marketing materials for Southern Lakes mortgage area
  • Assist with identifying options for new mortgage products and options for our members
  • Be a positive representative of the Credit Union in the communities we serve


  • An Associates or Bachelors degree in Business or a related field preferred
  • Two years related experience within a Credit Union or related financial preferred
  • Experience with member service and loan applications preferred
  • Mortgage Lending Officer
  • Exceptional communication skills in both oral and written disciplines
  • Excellent attention to detail and a demonstrated commitment to accuracy
  • A strong desire to make a difference in our members’ lives

About Your Organization

Southern Lakes Credit Union in Kenosha, WI was founded in 1935 as the Kenosha Teachers Credit Union. Since that time we have expanded and grown to serve people who live or work in Kenosha, Racine, Walworth, Milwaukee, Rock, and Waukesha counties in Wisconsin along with Lake and McHenry counties in Illinois. We strive to be the local choice for the communities we serve.

How to Apply

To apply for this role please email your resume and cover letter to Southern Lakes Credit Union.