UW Credit Union jobs - 47 jobs

UW Credit Union is seeking a Mortgage Lending Sales Manager to lead a dynamic team of Mortgage Loan Officers and Mortgage Specialists while driving the end-to-end mortgage sales process. In this role, you will partner with Mortgage Leadership to expand originations, achieve monthly and annual production goals, and deliver an exceptional member experience across our markets. You'll provide hands-on coaching, foster professional development, and engage in business-building activities that strengthen both our member relationships and market presence. As a mortgage subject-matter expert and developer of talent, you will help shape UW Credit Union's mortgage strategy, growth, and team success. Our people and systems are key differentiators that have made us a top-rated lender, serving more than 350,000 members with over $6 billion in assets. If you're passionate about growing sales, building inclusive, high-performing teams, and elevating member experiences, this is the opportunity for you. Responsibilities Manage mortgage sales and business development activities, including relationships with realtors, builders, members, and other UWCU partners. Lead and coach Mortgage Loan Officers and Specialists, creating a high-performance sales and service culture. Partner with Mortgage Leadership to establish annual production goals, incentive plans, and sales strategies. Drive origination volume, manage pipelines, and monitor incentive compensation plans to achieve monthly and annual targets. Develop and execute business development plans to grow market share and deepen member relationships. Provide candid feedback and collaborate on product, pricing, and process enhancements to ensure competitiveness. Foster collaboration with Retail, Investment Services, Community & Campus teams to strengthen referrals and cross-sales. Ensure staff are trained, compliant, and equipped to deliver exceptional member experiences; resolve escalated issues promptly. Oversee sales operations, ensuring service levels, process efficiency, and regulatory compliance are consistently met. Lead weekly sales meetings and maintain awareness of industry trends, competitor activity, and regulatory updates. Champion inclusive leadership practices, coaching, and talent development to recruit, engage, and retain top mortgage sales talent. Model UWCU's values by driving accountability, effective communication, teamwork, and continuous improvement. Qualifications Bachelor's degree in business, sales, banking, finance, or related field; or equivalent combination of education and/or experience. 6+ years mortgage lending experience. 4+ years management experience. Experience in both mortgage sales and operations is highly desired. Strong interpersonal communication, outstanding ability to influence and build relationships, and creative problem-solving skills. Maintain an active federal registration with the National Mortgage Licensing System (NMLS) and Registry. Maintain a valid license and vehicle liability insurance in the minimum amounts required by law. Ability to travel and work in various locations throughout the credit union network, as needed. Why work for UW Credit Union? Join one of Wisconsin's premier financial institutions, a National Top Workplace and multi-year recipient of Madison Magazine's Best Places to Work, Wisconsin State Journal's Top Workplaces, and Milwaukee Journal Sentinel's Top Workplaces to receive: 2 weeks paid caregiver leave 2 weeks paid new child parental leave 2 days paid volunteer time 10 paid holidays (includes your birthday!) Generous paid time off 401k company match of up to 5%, plus approximately 4% discretionary match 457 deferred-compensation plan Generous variable reward bonus Discounted Bublr membership Free bus pass 3 health plan options, including domestic partner eligibility And more!

The Talent Specialist 2 plays a critical role in supporting designated business areas by managing the full talent acquisition lifecycle. This includes leading recruitment efforts for advanced and technical roles, guiding hiring managers through the process, and driving strong recruitment metrics such as time-to-fill and time-to-hire. The role also involves managing vendor relationships (e.g., LinkedIn), leading strategic talent initiatives, and ensuring alignment with key functional areas. Additionally, the Talent Specialist 2 supports talent acquisition project management and maintains thorough documentation. This position is essential to advancing the credit union's strategic plan, vision, and mission by building a strong Summit team and culture. Expected Outcomes Lead recruitment for technical and advanced roles to attract and retain top talent, ensuring a seamless candidate experience. Develop, facilitate, and implement all phases of the recruitment process, collaborating with department managers to update job descriptions, create postings, screen applications, and select qualified candidates. Ensure compliance with federal, state, and local employment laws and regulations, including EEOC guidelines. Represent Summit Credit Union and the HR Department professionally, promoting a positive and open image. Lead strategic talent initiatives and manage vendor relationships (e.g., LinkedIn), ensuring alignment with organizational goals. Foster meaningful relationships with employees to enhance engagement and contribute to a positive work environment. Support talent acquisition project management and maintain accurate documentation of processes and outcomes. Capability Requirements Bachelor's degree in a business-related field (HR coursework preferred) or equivalent combination of education and experience. Minimum 2 years of experience managing all phases of recruitment and hiring. Ability to apply policies and guidelines diplomatically and professionally. Excellent written and verbal communication skills for interaction across all organizational levels. Strong critical thinking skills to support decision-making and innovative solutions. Proficiency with Microsoft tools (Outlook, Word, Excel, PowerPoint); HRIS experience preferred. Ability to handle confidential information with discretion and professionalism. Skilled in managing multiple HR projects simultaneously with timely completion and effective communication. Demonstrated ability to lead and mentor junior HR staff, fostering collaboration and team success. Additional Position Details: 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 Conditions: Works in a typical administrative setting with climate control and appropriate lighting. Travel to branches requires exposure to outdoor and traffic conditions. Equipment Used: Variety of office equipment (telephone, printer, pc, mobile devices, etc.). EEO Statement: At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law.  We embrace diversity and believe that inclusion is critical to our success as a credit union.  Different makes us better.  Employment decisions are made based on qualifications, merit, and business need.  Why Join Us? At Summit Credit Union, we believe in building careers that matter. When you join our team, you'll experience: A Purpose-Driven Culture: Be part of an organization committed to improving lives and strengthening communities. Professional Growth: Access to learning opportunities, mentorship, and career development programs. Inclusive Environment: Work in a collaborative, supportive workplace that values diversity and innovation. Competitive Benefits: Enjoy comprehensive health coverage, retirement plans, generous PTO, and employee wellness programs. Impactful Work: Help shape the future of talent acquisition and contribute to building a strong, engaged workforce.

💼 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 due diligence prior to approval, including: Ownership structure analysis State certification verification Collateral evaluation Coordinate with third parties to obtain title work, appraisals, and flood determinations. Collaborate with Business Relationship Managers to schedule timely closings. Ensure all work complies with regulatory disclosure requirements. Monitor the loan pipeline to ensure timely progress and closings. Take ownership of member requests and follow through to resolution. What You'll Bring High School Diploma or GED required. Four or more years of experience in commercial loan documentation or systems, or a combination of relevant education and experience. Strong written and verbal communication skills. Ability to work under pressure, meet deadlines, and manage multiple tasks efficiently. Excellent interpersonal skills and a passion for member service. High attention to detail and accuracy. Commitment to maintaining confidentiality. Strong mathematical skills, including calculations involving interest, equity, and payoffs. Basic proficiency in Microsoft Office products. 🎯 Who You Are Mission-driven and excited to make a difference in people's lives Collaborative and energized by working with others Detail-oriented and organized, even when juggling multiple tasks Experienced in financial institutions (1+ year preferred) Curious, optimistic, and ready to grow 🌱 Why Summit? We're a Top Workplace winner-locally and nationally We invest in our employees' well-being and career growth 44% of our roles are filled internally-your future starts here Our employees love working here-and they refer their friends! You'll be part of a team that's growing and making a real impact 🚀 Ready to Join Us? If you're looking for a place where your work matters, your team supports you, and your career can grow-Summit Credit Union might just be your tribe. Check us out online, talk to our members, and if it feels right... apply! The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all outcomes, responsibilities and qualifications required of employees assigned to this job. 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 Conditions: Works in a typical administrative setting with climate control and appropriate lighting. Travel to branches requires exposure to outdoor and traffic conditions. Equipment Used: Variety of office equipment (telephone, printer, pc, mobile devices, etc). EEO Statement: At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit, and business need.

Embark on an exciting journey with our team as a Retail Banking Operations Intern! In this role, you will: Support daily banking operations, including account management, transaction processing, and customer service. Assist in the implementation of process improvements to enhance operational efficiency. Analyze financial data and customer feedback to identify trends and support strategic decisions. Participate in special projects and initiatives aimed at improving the customer banking experience. Ideal candidates are detail-oriented, proactive, and have a keen interest in the banking sector. This internship offers a fantastic opportunity to develop your skills and grow your career in retail banking. The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all outcomes, responsibilities and qualifications required of employees assigned to this job. 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 Conditions: Works in a typical administrative setting with climate control and appropriate lighting. Travel to branches requires exposure to outdoor and traffic conditions. Equipment Used: Variety of office equipment (telephone, printer, pc, mobile devices, etc). EEO Statement: At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit, and business need.

Are you a people-oriented individual in your early to mid-career, looking to make a meaningful impact? Summit is seeking an Information Security Intern who is motivated by the opportunity to contribute to the wellbeing of our members and the security of our organization. This role is expected to work in person everyday. Job Summary Support Summit's cybersecurity program by assisting with daily security operations, monitoring, and risk management activities. You'll analyze security alerts, assist in incident response investigations, perform vulnerability scans, and help document remediation actions. You'll also participate in policy reviews, security awareness initiatives, and compliance/audit preparation tasks. Project Goals Evaluate Summit's alignment to CIS Controls v8.1. Map existing security processes and technologies to CIS Safeguards. Identify maturity levels and document gaps or improvement opportunities. Deliver a CIS Controls compliance matrix or gap assessment. Skills & Qualifications Actively pursing an associates or bachelors degree Foundational understanding of networking, operating systems, and cybersecurity principles. Familiarity with frameworks like CIS Controls and NIST CSF. Strong analytical, documentation, and communication skills. Attention to detail, curiosity, and professionalism. Ability to work on CIS compliance assessments, vulnerability validation, and asset inventory improvements. Teamwork and technical insight are essential. What You'll Gain Hands-on experience with modern security tools and frameworks (NIST, CIS Controls, FFIEC). Foundational skills in threat analysis, governance, and secure technology practices. Opportunity to make a real difference in the wellbeing of others in our community. Ready to Join Us? If you're excited, motivated, and optimistic that Summit could be your next step, we encourage you to: Talk to our employees and members Visit our website and social media Apply if you feel we're a good fit for you Summit is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all outcomes, responsibilities and qualifications required of employees assigned to this job. 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 Conditions: Works in a typical administrative setting with climate control and appropriate lighting. Travel to branches requires exposure to outdoor and traffic conditions. Equipment Used: Variety of office equipment (telephone, printer, pc, mobile devices, etc). EEO Statement: At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit, and business need.

Maintain Summit facilities to the highest standards of safety, functionality, and appearance. Ensure a positive environment for employees and members by performing preventive maintenance, addressing work requests promptly, and supporting credit union goals. Key Responsibilities: 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 management; coordinate with vendors as needed. Follow all security, safety, and compliance guidelines. Qualifications: High school diploma or equivalent. 2+ years of general maintenance or facilities experience. Knowledge of electrical, plumbing, HVAC, and light carpentry. Ability to lift up to 100 lbs and work in varied environments. Valid driver's license. Basic computer skills (Outlook, Word, Excel). Strong communication, attention to detail, and ability to work independently. Additional Position Details: Physical Demands of Position While performing the duties of this job, the employee is frequently required to stand, walk, stoop, crawl, climb, use hands and fingers. The employee regularly must reach above and below shoulder level, and lift/push/pull and /or carry up to 100 pounds. Environmental/Working Conditions Works inside and outside with possible exposure to environmental elements, such as inclement weather, dust, noise, chemical and/or chemical fumes. Duties require occasional on-call and/or off hours work and local travel. Equipment Used Telephone, FAX Machine, personal computer, cleaning cart, cleaning supplies, vacuum, carpet cleaner, snow shovel, snow blower, hand and lawn tools, power tools, hand dolly, step and extension ladder. The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. Why Join Summit? Be part of a team that values excellence and member experience. Enjoy a role where your skills keep our facilities safe, functional, and welcoming. EEO Statement: At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit, and business needs.

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 with a smile. You'll also collaborate with our deposit sales team, core providers, and third-party vendors to ensure seamless operations and member satisfaction. Expected Outcomes Members feel supported, informed, and confident in their treasury services Transactions are handled with precision and compliance, reducing risk and enhancing security You identify opportunities to grow relationships and add value through additional products and services Projects and assignments are completed with accuracy and timeliness Selection Criteria High School Diploma or GED 1+ year of experience in financial services, banking operations, or treasury payments Strong understanding of digital banking and treasury management tools Excellent communication and organizational skills Tech-savvy and comfortable navigating Microsoft Office and other platforms Detail-oriented, positive, and thrives in a fast-paced environment Additional Requirements: 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. Must be able to operate a motor vehicle. Environmental/Working Conditions: Works in a typical administrative setting with climate control and appropriate lighting. Travel to branches requires exposure to outdoor and traffic conditions. Equipment Used: The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. EEO Statement: At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law.  We embrace diversity and believe that inclusion is critical to our success as a credit union.  Different makes us better.  Employment decisions are made based on qualifications, merit and business need. 

Join Summit Credit Union as a Contact Center Member Relationship Specialist! Do you love helping people? Are you energized by a fast-paced environment where every day brings new opportunities to make a difference? If so, Summit Credit Union wants you on our team! What You'll Do: Serve members with excellence via phone and video-voice calls and video are your top priority! Build trust and rapport by understanding members' needs and recommending products and solutions that strengthen their financial well-being. Solve problems creatively and go above and beyond to exceed expectations. Take ownership of member situations, follow up as promised, and help us continually improve our service. Work collaboratively as part of a dynamic Contact Center team. Adapt and respond to changing situations and multiple priorities in a fast-paced work environment. What You Bring: A passion for service and a knack for building relationships. Experience in customer service, call centers, or financial environments (minimum two years preferred). Strong communication skills-both written and verbal. Ability to multitask and stay organized in a busy setting. Basic/intermediate Microsoft Office skills and comfort with digital tools. High school diploma or equivalent required. Why Summit? Supportive, inclusive culture-we're people helping people! Opportunities for growth, training, and development Saturday hours required on a rotational basis Comprehensive benefits package, including: Health, dental, and vision insurance Retirement savings plan with employer match Paid time off and holidays Employee wellness programs Tuition reimbursement Career advancement opportunities Ready to inspire, connect, and act? Apply today and help us make Summit Credit Union the best place for our members-and for you!

Job Summary: Summit is seeking a motivated and enthusiastic Digital Marketing Intern to join our team for the summer. This internship offers a unique opportunity to gain hands-on experience in social media management, email marketing, and integrated marketing campaign strategy. The intern will primarily focus on online reputation management, social media assistance, and project coordination. Project Goals: Assist with social media management, including content creation and scheduling. Support website content updates and email marketing campaigns. Contribute to integrated marketing campaign strategies. Enhance online reputation management through social listening and community engagement. Skills/Qualifications Needed: Currently pursuing a degree in marketing, communications, or a related field. Interest in digital marketing, including social media, content strategy, and email automation. Excellent organizational skills with attention to detail. Strong communication skills, both verbal and written. Ability to provide exceptional customer service. Curious, collaborative thinker with a willingness to learn and contribute. Familiarity with platforms such as Instagram, LinkedIn, Facebook, and TikTok. Desire to learn and contribute to the team. Responsibilities: Pitch and help produce original content-photos, videos, reels, and more. Support social listening, community engagement, and comment moderation. Schedule approved posts according to the content calendar and contribute ideas for future content. Monitor and manage online reputation by responding to and routing reviews, comments, and concerns appropriately. Collaborate with the marketing team and agency on creative strategy, planning, and coordination. Assist in researching trends, best practices, and inspiration. Why Summit? A career at Summit gives you opportunities that really matter-to provide for yourself and your family, contribute to Summit's success, and make a difference in the lives of our more than 250,000 members right here in Wisconsin. We are committed to our employees' well-being, demonstrated through our benefit offerings and the fact that 44% of our positions are filled internally. Our employees frequently refer their friends to us, and we are continuous winners of Top Workplace Awards in Wisconsin and nationally. How to Apply: If you are excited to learn more and believe Summit could be a great fit for you, please visit our website, check us out on social media, and apply online. The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all outcomes, responsibilities and qualifications required of employees assigned to this job. 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 Conditions: Works in a typical administrative setting with climate control and appropriate lighting. Travel to branches requires exposure to outdoor and traffic conditions. Equipment Used: Variety of office equipment (telephone, printer, pc, mobile devices, etc). EEO Statement: At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit, and business need.

The Application Support Analyst is responsible for the administration, support, and maintenance of essential software applications across key business units of the credit union. This role partners closely with internal teams to analyze, document, design, and implement system enhancements that improve the user experience and ensure optimal application performance. Expected Outcomes Successful Deployments: New software applications and integrations are delivered on time and meet all business requirements. Responsive Support: End users receive timely and accurate support, enhancing productivity and trust in IT services. Technology Innovation: Emerging technologies and trends are continuously researched and evaluated, with strategic recommendations made to improve business processes and member experience. Process Documentation: Organizational efficiency and knowledge retention are strengthened through the creation and maintenance of clear process documentation. Stakeholder Collaboration: Strong relationships are built with internal and external partners, ensuring alignment and effective communication. Operational Excellence: Industry best practices are applied to maintain a secure, efficient, and stable application environment. Capability Requirements Bachelor's degree in Information Technology or a related field. Minimum of 1 year of relevant professional experience. Strong critical thinking skills to analyze project scope, dependencies, and business value, and to develop effective implementation strategies. Ability to identify and assess business problems, define requirements, review processes, and recommend operational improvements. Technical proficiency in troubleshooting and resolving complex issues. Experience in developing process documentation, user guides, and training materials. High attention to detail and accuracy in data entry and analysis. Excellent interpersonal and organizational skills. Ability to manage multiple priorities and meet deadlines in a fast-paced environment. Professional verbal and written communication skills essential for effective collaboration with employees and members. Additional Requirements: 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 Conditions: Works in a typical administrative setting with climate control and appropriate lighting. Travel to branches requires exposure to outdoor and traffic conditions. Equipment Used: Variety of office equipment (telephone, printer, pc, mobile devices, etc). EEO Statement: At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law.  We embrace diversity and believe that inclusion is critical to our success as a credit union.  Different makes us better.  Employment decisions are made based on qualifications, merit, and business need. 

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! What You'll Do * Serve as a trusted financial advisor, providing personalized mortgage solutions to members and potential members. * Originate high-quality mortgage loans that meet member needs and align with Summit's lending standards. * Build strong relationships with branch staff, real estate professionals, and community partners to drive business development. * Participate in local networking and outreach activities to grow Summit's presence in the Pewaukee market. * Guide members through the mortgage process with exceptional service and attention to detail. What We're Looking For * Associate's degree in finance, business, or related field (or equivalent experience). * Minimum 5 years of mortgage lending experience in a retail financial environment. * Experience with loan products - 1st mortgages, 2nd mortgages, WHEDA, construction loans, Lot loans, consumer loan products, underwriting skills, and mortgage loan processing. * Ability to provide needs based financial consultation to a diverse membership. * Knowledge of secondary market programs and requirements. * Working knowledge of standard mortgage products in the industry, and strong knowledge of the mortgage industry underwriting guidelines and regulations. * Excellent listening, interpersonal and oral/written communication skills. * Strong organizational skills required. * Must travel to Realtor offices and make outside sales calls on a regular basis. * NMLS Number Required The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. Why Summit? * Competitive compensation and performance incentives. * Benefits: * Health, dental, and vision insurance * 401(k) with employer match * Paid time off and holidays * Student loan repayment assistance * Professional development opportunities and a collaborative, fun work culture. * Recognition as one of Wisconsin's top lenders and employers. Required Statement Sections * 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 Conditions: Works in a typical administrative setting with climate control and appropriate lighting. Travel to branches requires exposure to outdoor and traffic conditions. * Equipment Used: Variety of office equipment (telephone, printer, pc, mobile devices, etc). * EEO Statement: At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit, and business need.

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 Services (Commercial Banking), selected individuals will work closely with small to medium-sized businesses to understand the members' banking needs to deliver customized solutions such as loans, lines of credit, and treasury management services. The VP ensures member satisfaction, builds long-term relationships, and identifies opportunities for business growth. They also collaborate with other departments and stay informed about financial regulations and market trends to guide members effectively. Strong communication, analytical skills, and a deep understanding of business finance are key to success in this role. Expected Outcomes * New Member relationships are developed through organized prospecting efforts. * Members receive outstanding accurate and timely service. * Relationships with Credit and Operations teams are marked by clear communication and mutual respect. * Business Services is well represented at community events and local non-profits. * Performance metrics demonstrate attainment of key business objectives, including loan and deposit growth, fee income, and portfolio quality. * Member experience and profitability is strengthened through the implementation and promotion of Business Services initiatives and the fostering of a service to sales culture. Capability Requirements * Bachelors Degree in Business Administration, Accounting, Finance or a related field. * Five or more years of financial institution experience with at least three years in business lending and relationship management; or combination of applicable work experience and education. * Professional well developed interpersonal skills; essential for interacting with credit union staff and members. * Expert knowledge of business lending, deposit acquisition and treasury management products and strategies. * Proven business development and leadership abilities. * Expert knowledge of laws and regulations that govern lending and deposit products. * Demonstrated ability to ask in-depth questions and effectively negotiate. * In-depth mathematical skills required (calculations and concepts involving decimals, percentages, fractions, dividend, interest, amortization, payoff and equity calculations etc.). * Basic knowledge of Microsoft Word, Outlook and intermediate knowledge of Excel. Summit has opportunities for Bankers in the following markets: * Milwaukee/Waukesha * Madison / Dane County * Sheboygan and surrounding counties

As a Payment Services Intern at Summit Credit Union, you will support various aspects of our Payment Services operations, including fraud/dispute processes for debit cards, debit card processing, and the levy process. Your duties will encompass daily operational tasks such as intake/review of applications, member credit, member communication, uploading cases to our processor, and assisting with debit/credit card-related reports and maintenance functions. This internship offers a valuable opportunity to learn and understand the breadth of payment services as an industry, its critical role in financial technology, and gain exposure to payment trends and technologies. Come be a part of something bigger at Summit Credit Union! Student Requirements: Currently pursuing a four year degree in business, finance, or related field. Professional, well developed interpersonal skills essential for interacting with credit union staff and members. Self disciplined, detail oriented and has the ability to effectively manage time and prioritize multiple tasks. Why Summit? Hybrid Schedule Excellent health insurance 401K with match Student loan payback Paid volunteer time Onsite gym and more At Summit we cover more ground, give more back and have more fun. Come be a part of something bigger! The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all outcomes, responsibilities and qualifications required of employees assigned to this job. 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 Conditions: Works in a typical administrative setting with climate control and appropriate lighting. Travel to branches requires exposure to outdoor and traffic conditions. Equipment Used: Variety of office equipment (telephone, printer, pc, mobile devices, etc). EEO Statement: At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit, and business need.

Are you passionate about making a difference in people's lives through financial empowerment? At Summit Credit Union, we're looking for a detail-oriented, people-first Mortgage Loan Underwriter to join our growing team. You'll play a key role in helping our members achieve their homeownership dreams by underwriting both portfolio and secondary market mortgage loans with accuracy, empathy, and efficiency. What You'll Do Underwrite mortgage loans in accordance with SCU and investor guidelines. Ensure data integrity and complete documentation in all files. Support lenders and processors with real-time feedback and expert guidance. Collaborate with the Mortgage Processing Department to meet underwriting timelines. Maintain knowledge of tools like Desktop Underwriter, Loan Prospector, and WHEDA. Contribute to internal audits and compliance efforts. Help develop underwriting and program guidelines aligned with credit union strategy. Demonstrate empathy, professionalism, and a commitment to excellence in every interaction. What You Bring Associate's degree in business, finance, banking, or real estate preferred. 4+ years of experience in credit analysis, mortgage lending, or secondary market operations (or a Bachelor's degree in lieu of experience). Strong knowledge of mortgage laws and regulations. Proficiency in Microsoft Word, Outlook, and intermediate Excel. Excellent interpersonal and problem-solving skills. Why Summit? At Summit, you're not just underwriting loans-you're helping over 250,000 members across Wisconsin build brighter financial futures. We're a people-first, award-winning workplace where 44% of our roles are filled internally, and employees frequently refer their friends. We believe in making a real difference-for our members, our community, and each other. Ready to Make a Difference? If you're excited to grow your career, contribute to a thriving team, and help others achieve their dreams-this is the place for you. At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit and business need.

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 of our member experience. What You'll Do Greet members with warmth and genuine interest-every interaction matters. Handle a variety of financial transactions with precision and care. Listen closely to uncover member needs and connect them with the right teammates. Educate members on Summit's products and services to help them manage money more effectively. Keep branch operations running smoothly with attention to detail and timeliness. What You Bring At least one year of customer service or sales experience. A high school diploma or equivalent. Strong interpersonal skills and a knack for building rapport. Confidence in using Microsoft Office and basic math skills. A sharp eye for accuracy and a commitment to excellence. What to Expect A dynamic environment where you'll be on your feet, engaging with members. Saturday hours required-because our members count on us. A team that values inclusion, diversity, and the power of “different makes us better.” Perks Excellent health insurance 401K with match Paid time off, paid holidays, paid volunteer time, plus birthday PTO. Student Loan Payback Tuition Reimbursement And more! Why Summit? We're co-creators of a workplace culture that connects, inspires, and acts. We believe in making money management easier, more effective, and yes-more fun. If you're ready to be part of a team that puts people first and service at the center, we'd love to meet you. Required Statement Sections Physical Demands of Position: While performing the duties of this job, the employee is continuously required to stand, walk and sit, and use hands and fingers. The employee occasionally must reach above and below shoulder level, and lift/push/pull and/or carry up to 40 pounds. Environmental/Working Conditions: Works in a typical administrative setting with climate control and appropriate lighting. Saturday hours required. Equipment Used: Computer terminal/PC, calculator, printer/copiers, telephone. Disclaimer: The above information in this description has been designed to indicate the general nature and level of work performed by employees in this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. EEO Statement: At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit, and business need.

We're looking for a Consumer Loan Servicing Specialist 1 who is passionate about delivering exceptional service and ensuring a smooth lending experience for our members. In this role, you'll provide prompt, courteous, and thorough support to members and internal partners, leveraging your knowledge of lending practices, systems, and compliance requirements to resolve both routine and complex loan servicing needs. What You'll Do Process loan payment corrections, modifications, payoffs, and account maintenance accurately and on time. Respond to member inquiries with professionalism and ownership, ensuring lasting satisfaction. Monitor servicing workflows, priority queues, and ServiceNow requests for timely resolution. Identify and resolve process issues during system updates to maintain seamless operations. Support team members and foster a collaborative, positive department culture. Ensure compliance with all regulatory requirements (BSA, OFAC, USA Patriot Act, CIP). Maintain confidentiality and uphold Summit's reputation for excellent service. Capability Requirements High school diploma or equivalent required. Minimum one years' combined experience in at least two of the following areas: financial environment, consumer lending, retail, or business/customer service setting. Proven proficiency in verbal, listening, written, and interpersonal communication, with ability to discuss and resolve complex situations effectively at all organizational levels. Skill in prioritizing multiple, competing responsibilities and performing detailed work under deadlines. Demonstrated understanding of credit union products, services, and consumer lending operations. Ability to work independently, as well as collaboratively within a team environment, applying sound judgement in decision-making. Experience with investigating and resolving member problems using strong analytical and member service approaches. Basic knowledge of consumer lending regulations, policies, and bylaws impacting operational responsibilities. Ability to attain a Nationwide Mortgage Licensing System (NMLS) number. Familiarity with office technology including PC, printer, copier, fax, 10-key calculator, telephone, and related software. Why Join Summit? Competitive pay and benefits package. Health, dental, and vision insurance. 401(k) with employer match. Paid time off and holidays. Opportunities for growth and development in a supportive, member-focused environment. Required Statement Sections 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 Conditions: Works in a typical administrative setting with climate control and appropriate lighting. Travel to branches requires exposure to outdoor and traffic conditions. Equipment Used: Variety of office equipment (telephone, printer, pc, mobile devices, etc). EEO Statement: At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit, and business need.

Join Summit Credit Union as an Information Security Analyst 1! Are you passionate about cybersecurity, automation, and making a real impact? Summit Credit Union is looking for a tech-savvy Information Security Analyst 1 to join our dynamic Information Security team! Why Summit? * People-First Culture: We connect, inspire, and act to make managing money easier, more effective, and more fun for our members. * Diversity & Inclusion: We celebrate what makes you unique. Different makes us better! * Growth Opportunities: Be part of technical projects, incident response, and proactive defense strategies. * Cutting-Edge Tech: Work with EDR, PKI, Vulnerability Management, SIEM, and more. * Collaborative Environment: Partner with IT and business teams to shape our security future. What You'll Do * Respond to and mitigate cyber threats-your quick actions keep our systems safe. * Advise IT and business partners on security best practices. * Stay ahead of emerging threats and trends. * Automate security tasks using Python, PowerShell, or Bash. * Lead and participate in technical projects that drive our security objectives. What You Bring * Associate's degree in information systems, security, computer science, or related field. * 2+ years of professional experience in information security (or equivalent education/work mix). * Security mindset with an automation-first approach. * Technical certifications (CompTIA Security+, Linux+, Network+) preferred. * Networking know-how (TCP/IP, DHCP, WAN, routing, unified communications). * Experience with Linux/Windows security controls. * Interest in programming/scripting for security automation. Benefits & Perks * Competitive salary and benefits package * Travel opportunities to branches * Generous paid time off, plus your birthday is a paid day off * 401K with match * Student loan payback * And more! Ready to Make a Difference? Apply today and help us deliver exceptional member experiences while building a safer digital future!

UW Credit Union is hiring for a Financial Specialist to serve our members at our Oshkosh branch! Financial Specialists play an instrumental role in the retention and satisfaction of our members. Using the UW Credit Union ‘Members for Life philosophy', the Financial Specialist's purpose is to establish and maintain relationships with members, uncover their true needs, provide education on financial options, and make recommendations to help members achieve their financial dreams. In creating meaningful connections, Financial Specialists see every ‘you' - from opening a member's first checking account, to applying for an auto loan or first mortgage, to discussing retirement savings, and beyond. Financial Specialists are not solely driven by sales results. True to our reputation, Financial Specialists at UW Credit Union take time to provide quality solutions unique to each member. Humanity counts most to us, and we would rather miss a sales goal, than make a recommendation that is not in the member's best interest. Why This Job Is Right for You Your role, involves understanding members' needs, offering financial education, consultative sales - making tailored recommendations to help them achieve their financial goals and dreams. As a Financial Specialist, you'll experience the meaningful impact of your assistance, guiding members through pivotal financial moments such as opening their first account, securing loans, and planning for retirement. At UW Credit Union, our focus is on providing personalized solutions that truly benefit each member and making a positive difference in members' lives! Do you have experience with consultative sales and/or recommending products and services to customers? Are you self-motived, curious, empathetic, and solutions-oriented? If yes, then this is the job for you! Why work for UW Credit Union? Join one of Wisconsin's premier financial institutions, a National Top Workplace and multi-year recipient of Madison Magazine's Best Places to Work, Wisconsin State Journal's Top Workplaces, and Milwaukee Journal Sentinel's Top Workplaces to receive: 21.5+ days annual paid time off 2 weeks paid caregiver leave 2.5 weeks paid new child parental leave 2 days paid volunteer time 11 paid holidays (includes your birthday!) 401k company match of up to 5%, plus approximately 4% discretionary match Variable bonus reward Competitive Medical, Dental and Vision plans, including domestic partner eligibility Employee Assistance Program And more! Responsibilities Every day will be different, but below is a snapshot of what you will do: Start the day at your assigned branch location and meet with you team for a morning huddle to discuss updates and goals for the day Greet members as they come into the branch and be a resource to our members Meet with members to learn about their financial goals and educate them on financial products and services Open up accounts, complete loan applications, answer member questions, and handle transactions Understand all credit union products and services through training and self-guided learning tools Call members to check-in and follow-up on new account activity Partner with team members to meet the goals for product sales and referrals Be a leader at the branch and serve as a mentor and positive role model for Tellers and Financial Specialists Handle escalations to effectively address critical member needs and concerns Qualifications What You'll Need to Succeed These skills and experiences are essential to your success: 3+ years of customer service and/or consultative sales experience Demonstrated analytical, accuracy and problem-solving skills Ability to learn a wide range of knowledge and continue to learn and develop your skill-set in a robust feedback environment Strong verbal and written interpersonal communication skills Ability to develop and maintain positive relationships and provide top-notch service Demonstrated experience being flexible, adaptable, coachable, and collaborative in an autonomous and constantly changing work environment Natural skill-set to lead and influence others Proficiency with personal computer and office software Must obtain and maintain Notary Public certification in accordance with state requirements These attributes and knowledge are desired but not required: 1-2 years of experience working in a financial institution or in a retail leadership role Knowledge of new accounts, savings instruments, and consumer lending Consultative sales experience

Looking for a part-time job where you can come to work each day excited about what you do? UW Credit Union's Monona branch is hiring a Peak-Time Teller and we want YOU to apply! As a Peak-Time Teller, you will play a vital role at your branch, for both your teammates and UW Credit Union's members. Your job is to make a positive impact on members lives by accurately and enthusiastically performing a variety of transactions to meet their needs. If you enjoy problem solving, are eager to learn, and love working with people, this is the job for you! Why work for UW Credit Union? Join one of Wisconsin's premier financial institutions,a nationally recognized Top Workplace, and a multi-year recipient of Madison Magazine's Best Places to Work, Wisconsin State Journal's Top Workplaces, and Milwaukee Journal Sentinel's Top Workplace to receive: Peak/Part time employees earn paid time-off (pro-rated based on hours worked) Our bilingual (Spanish/English) employees receive an additional $1.25/hour premium. 2 weeks paid Caregiver Leave (pro-rated based on hours worked) 2.5 weeks paid New Child Leave (pro-rated based on hours worked) 16 hours paid volunteer time annually Paid holidays (if normal work schedule falls on a recognized holiday) Personal development and peer connections through Employee Community Groups 401k option with company match of up to 5%, plus approximately 4% discretionary match Annual variable bonus reward Employee Assistance Program And more! Responsibilities Be the face of UW Credit Union by providing front facing member service at the Monona branch location Achieve balanced scorecard results in alignment with Members for Life Sales & Service Philosophy Maintain a high degree of knowledge in all UW Credit Union products and services Ensure all members requests are processed accurately and efficiently Adhere to UW Credit Union's Cash Management policies and procedures Research all teller transactions when potential errors are identified, and communicate with affected members Identify opportunities to deepen member relationships through building rapport, uncovering needs, making recommendations, & submitting referrals Consistently seek out opportunities to exceed member expectations Qualifications What You'll Need to Succeed High School Diploma or equivalent 1 year of customer service experience Demonstrates ability to work with customers of all ages and backgrounds Excellent interpersonal and professional skills Team player that can confidently jump in where and when you are needed Ability to work in an autonomous environment