About The Role

DescriptionMazuma is a local, award winning Credit Union that has been in business since 1948. Our purpose is to make Kansas City a better place to live, work and bank! Our philosophy is to treat our members and team members like family. We value diversity, positivity, creativity, and teamwork; and we believe our culture exhibits just that. It looks something like this:

Our team members consistently show a Positive, Fun Attitude! You will always see us smiling, which is why we put it in our logo. We are always being respectful in interactions with our members and other team Members. Of course, our behavior and appearances are workplace appropriate, and this position should lead this value by example.

We are proactive collaborators and big fans of Teamwork! We embrace the opportunity to work with others and are punctual and dependable. We have strong people skills, take initiative, and aren’t afraid to make decisions even some of the difficult ones. Did we say productive? We’re super productive.

Self development and the development of others is part of our Learning & Growth! We take initiative in not only our own learning and growth but also the growth of the team members around us. We know our responsibilities and are not afraid to try new things.

We appreciate Creativity & Progressive Mindsets! If you can think outside the norm, introduce new ideas, and proactively solve problems, you’ll fit in just fine around here. We like to consider ourselves positive agents of change that embraces team direction.

Besides that, here’s what else keeps team members here

Up to 27 days off a year!!
10 paid Holidays

Mental Health Day

Anniversary Day

PTO starting on the first day
40 hours paid volunteer time
Traditional & Roth 401K with 5% match
All major benefits effective 1st of the month following first day with wellness discounts
Free Vision insurance
Free Gym at our Headquarter location in Overland Park, available to all team members
Company paid life insurance, short term and long term disability

Employee Assistance Program

Annual Bonus program
Team Member Account & Loan discounts
We love to smile, which is why it’s in our logo
Oh, and did I mention, our Executive Assistant always has candy. Always.

Summary of Role

The HELOC Lending Specialist I serves as a key point of contact for Members seeking home equity financing. This role is primarily responsible for originating Home Equity Line of Credit (HELOC) applications, educating Members on product options, and ensuring accurate and compliant completion of all required disclosures. The HELOC Lending Specialist I delivers a high level of Member service, demonstrates strong phone etiquette, and effectively manages time and production goals within a fast-paced, high-volume lending environment.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the Team Member for this job. Duties, responsibilities and activities may change at any time with or without notice.

Competencies

Job & Technical Expertise

Results Orientation

Member Service & Retention

Personal Accountability

Communication & Interpersonal Skills

Teamwork & Collaboration

Develops Self & Others

Strategic Thinking & Vision

Culture Expectations

Positive, Fun Attitude – Consistently demonstrates a positive attitude, always being respectful in interactions with Members and Team Members. Behavior and appearance should be appropriate and should lead by example.

Teamwork – Proactive collaborator who embraces the opportunity to work with others. Punctual and dependable. Able to manage conflict well amongst Team Members and Members. Demonstrates strong people skills, initiative, and decision-making ability. Productivity meets or exceeds expectations for the position.

Learning & Growth – Demonstrates initiative in not only self-development, but the development of others. Possess superior knowledge of the responsibilities and tasks in the department and can apply and share learning.

Creativity & Progressive Mindset – Able to think outside the norm, introduce new ideas, and proactively solve problems. Positive change agent that embraces Team direction.

Knowledge and Skills

Required Experience

Minimum of 2 years in consumer lending with an emphasis on HELOCs
Strong knowledge of consumer lending products, particularly HELOCs.
Understanding of HELOC disclosures, documentation requirements, and application flow.

Preferred Experience

Previous experience originating consumer or home equity loans in a credit union or financial institution.
Familiarity with high volume inbound lending or call center style environments.