Consumer Loan Processor

Description

Client Job Description: -Responsible for processing consumer loans for three partner credit unions -Interacts with members by phone as they support various inquiries with the goal of finalizing details for funding -Interact with credit union as closing are scheduled and business line staff while collaborating with internal teams to meet member needs while providing exceptional service -Review all assigned consumer loan applications and ensure accuracy and completion of all required data based on credit union product guidelines and published rates -Provide excellent member service throughout the loan process as questions are presented, clarification is needed, and details are being finalized as we strive to achieve favorable member experience survey results and meet our service level agreements -Respond to all member or third-party inquiries and questions related to transactions via outbound and inbound calls and email -Responsible for identifying solutions and determining when issues should be escalated for added support and resolution _______________________________________________________________________________________________________________ -Could be doing smaller tasks day by day - helping out with phones, mail work, processing items in ques (very specific product that is very easy to understand and learn -- i.e. credit card, not auto loans) -Could be working across all credit unions and dependent on the need -Phones will be the biggest portion of the role -- being an individual to answer the phones, asking how to help them and process in place to hand that off to someone else within the department (i.e. status line - initial line that members call into, not expecting them to know all the answers) -Place call in a separate que that someone is waiting and could come up with a different process to reach back out to the member -Outbound calling to say the loan got approved, provide basic information and confirm where documentation is sent in

Skills

Customer Service, Financial, Credit Union, Bank, Mortgage, Consumer Loan

Top Skills Details

Customer Service,Financial,Credit Union,Bank,Mortgage,Consumer Loan

Additional Skills & Qualifications

MUST HAVE -Previous work experience in a customer/member service role required -Ability to learn and use multiple software platforms -Experience using Microsoft Office (Excel, Outlook) -Aptitude to work independently and as part of a team -Must be able to adjust quickly to shifting priorities -Strong communication skills both verbal and written NICE TO HAVE -Previous experience with a loan origination system (LOS) helpful -Prefer a candidate with a financial background/industry knowledge

Experience Level

Entry Level