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