Loan Closing Specialist

Description

Hours: 8:30am - 5:30pm, Monday-Friday

Pay: $17.00/hr. or possibly higher depending on experience.

General Summary

The person in this position will deliver an exceptional member service/loan experience through expert knowledge of the loan process. They will receive approved loan applications from the department FSR, gather and process all necessary documentation, and coordinate loan closings. Also, every employee is responsible for fulfilling our Mission Statement: To improve the financial well-being of our members, while providing world class service.

Essential Duties & Responsibilities

• Help achieve department goals by effectively and efficiently processing and closing approved loan applications.
• Coordinate loan closing with member.
• Acquire necessary documentation to support loan application.
• Sell all other Credit Union products and services.
• Outbound calls to remedy exceptions to previously funded loans.
• Assist in converting referral leads from branches.
• Assist Titles team on outstanding titles.
• Other duties as assigned.
• Understands the Bank Secrecy Act and how it is applied.
  
  

Perks For You

• Opportunity for advancement and career growth.
• Ongoing paid training opportunities.
• 12 paid holidays.
• Paid vacation, personal, and sick time off.
• Affordable health insurance options for all employees.
• 14.47% 401(k) contribution (no matching necessary).
• Discounts on Credit Card interest rates.
• Discounts on Mortgage Loan fees.
  
  

Requirements

Qualifications:

• One to three years experience working with loans in a banking or credit union environment.
• Financial/lending/sales call center environment experience preferred.
• Must have High School diploma or equivalent G.E.D.
• Proven effective communication skills.
• Operate standard workplace office machines.
• Working knowledge of Microsoft Word/Excel/Outlook.
  
  

Competencies

• Demonstrated ability to plan and organize your own work activities; analyze and disseminate numerical data; manage work time efficiently; follow procedures and policies; perform basic mathematical calculations; identify and solve problems. Must work independently with minimal supervision, be proactive and have the ability to finish projects and tasks within the expected time frame.
• Must possess strong interpersonal and communication skills, courtesy, tact, and diplomacy. Work involves much personal and phone contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
• Must be able to manage the pressures associated with a deadline-oriented atmosphere and customer service issues.
• Able to prioritize numerous tasks with great attention to detail and demonstrate sound and prudent decision making, ethics, and professionalism.
  
  

Work Environment & Physical Requirements

• Works primarily in an office environment. This includes but is not limited to various outdoor and indoor climates.
• While performing the duties of this job, the employee may regularly need to: see, talk, hear, and perform repetitive movements with arms, hands, and fingers to handle, feel, grasp and reach. A computer, phone possibly including a smart phone, and standard office equipment are normal tools for this position. Specific vision abilities that may be required by this job include close vision and distance vision. The employee may at times also need to: climb, balance, stoop, kneel, or crouch. The employee may occasionally lift and/or move up to 50 pounds.
  
  

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.