Teams at Summit Credit Union

Develops, facilitates, and evaluates training for Mortgage Loan Officers. Provides onboarding, coaching, curriculum updates, change-management support, and performance development while serving as a mortgage products and systems subject matter expert. Partners with leaders and Learning & Development teams, supports compliance with BSA, OFAC, and CIP requirements, and measures training effectiveness.

Provides in-branch and phone support to credit union members, advises on lending and deposit products, builds member relationships, makes referrals, and completes branch operations tasks. Requires strong communication, sales or customer service experience, financial knowledge, attention to detail, and the ability to obtain an NMLS number. Saturday hours and occasional lifting up to 40 pounds are required.

Develop and manage small-business member relationships, prospect for new clients, and provide customized business loans, credit lines, deposits, and treasury management solutions. Analyze financial statements and credit risk, recommend lending solutions, monitor portfolio and growth metrics, ensure compliance, and collaborate with Credit and Operations teams. Represent the credit union at community events while delivering exceptional service and supporting business growth.