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Loan Processor (1st United Services Credit Union)
Ref No.: 16-08626
Location: Pleasanton, California
To assist members with their consumer lending needs; assembles and verifies loan documents for completion and accuracy.
Major Duties and Responsibilities:
  • Review incoming applications and contracts to ensure loan files contain documents with proper signatures, dates, and other relevant data.
  • Assemble and verify loan documents are complete and accurate according to company policies and regulatory requirements. Prepare and/or review all loan documents for completeness and accuracy.
  • Process indirect loans, and open accounts for the indirect loans that are sent from the dealerships. May assist department with follow up calls to dealerships and/or members to obtain missing documents or other information.
  • Respond to department specific inquiries in a timely manner.
  • Maintain thorough knowledge of the credit union's loan policies.
  • Handle sensitive documents in a timely and accurate manner.
  • Provide exceptional service at every point of contact.
  • Perform other job related duties as assigned.
Knowledge and Skills:
  • Strong interpersonal skills.
  • Good listening and telephone skills
  • Ability to multi-task and work in a fast paced environment.
  • Detail oriented, must be good with names and numbers.
  • Basic proficiency with Microsoft Word and Excel required.
Prerequisites:
Three years to five years of similar or related experience.
Education:
A high school degree or GED is required.

ControlID: 14.234.89 SHR