Assoc. Loan Processing Specialist

Position Details

M-F with possible future schedule Tues-Sat. 40 hours / week Onsite.

This is a loan processing position for all consumer loan products with the exception of Real Estate / Home Loan products.

Summary

Travis Credit Unions (TCU) Loan Processing Specialists are responsible for building relationships and providing our members with solutions to achieve their financial wellness. They understand the value of a great member experience while expanding existing member relationships by identifying opportunities for additional credit union products and services. The Loan Processing Specialist evaluates loan applications received through the internet and phone channel while ensuring the credit union is in compliance with Consumer Lending policies and procedures. TCUs Loan Processing Specialists assist in all areas of Consumer Lending as needed.

Profile

• Ensures quality member service is provided when communicating with members and internal / external business partners.
• Advocates for members regarding credit and achieving their financial goals.
• Identifies opportunities to deepen the member relationship by promoting and educating members to find the right product for their financial needs.
• Analyzes and validates supporting documentation prior to processing consumer loan applications to prevent fraud, ensures quality control and verifies loans are in compliance with all credit union and regulatory guidelines.
• Interprets approvals and / or conditions and verifies that all requirements have been met.
• Completes ongoing trainings, maintains up-to-date knowledge of Consumer Lending Policies and Procedures, and Credit Union products and services.
• Proactively monitors loan queues and service requests, ensuring timely responsiveness.
• Identifies opportunities of improvements and changes of processes and policies to increase productivity and members experience.
• Partners with management staff and other business units to develop new campaigns as well as calibrates efforts of existing campaigns to support TCUs strategic plan.
• Provides assistance, direction and training to peers and internal business partners.
• Completes daily departmental functions such as running and reviewing reports.

Skills

Reporting and Experience

Working Conditions

Work is generally performed within an office environment, with standard office equipment available and usually sedentary in nature. Requires flexibility in work schedule. Understands the requirements of the Bank Secrecy Act and ensures compliance through monitoring and reporting of member activity as appropriate.

Compensation

Base salary starting range is commensurate with experience :

Benefits

Our compensation philosophy is based on several factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education / training, and key skills. At Travis Credit Union, our priority is that our employees and their loved ones are provided with a Total Rewards program that insures their health and welfare safety which allows our employees to focus on the financial welfare of our members and the credit unions objectives. Travis Credit Union offers a robust benefits package to our eligible employees, including competitive medical, dental, and vision insurance, mental health offerings, employee performance incentive plan, merit increases, 401(k) program with immediately vested employer match, generous holiday and vacation policy, and extensive TCU specific perks like employee loan and credit card discounts!

EEO Statements

Travis Credit Union is an affirmative action employer. EOE / Individual with Disability / Veteran Status

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