Specialist - Consumer Loan

Loan Processor

This position will exhibit a high level of professionalism and confidentiality communicate with the member once the credit application has been approved by the Underwriting Team. Gather all preliminary documentation from the member to begin the documentation process. Prepare accurate loan documents for all loan types to include secured, unsecured and credit cards. Ensure all documentation and supporting documentation is accurate before loan procedures are disbursed.

Essential Duties and Responsibilities :

Effectively and efficiently understand, communicate and sell the approved loan decision to the member.

Proactively communicate with the member via email and or phone to explain the loan process.

Obtain all necessary documentation and required stipulations from the member and provide relevant updates to the member.

Identify missing, incomplete, or invalid documentation. Ensure specific details are accurate and numbers are valid for accuracy.

Recognize and resolve challenges early in the process to ensure accuracy, and to provide a seamless member experience.

Responsible for ensuring all loan documentation is accurate and complete in accordance with the Underwriter's approval before funding the loan packet.

Balance competing priorities and deadlines in a dynamic, goal-driven environment.

Minimum Qualifications :

Education :

• 2+ years Financial Institution experience (preferred)
• High school or equivalent

Experience :

Knowledge, Skills, and Abilities :

Physical Demands and Work Environment :

Arrangement Hybrid Production : On average 2-3 days per month, depending on business need.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. Texas Dow Employees Credit Union is an equal opportunity employer, dedicated to a policy of non-discrimination in employment on any basis including race, color, age, protected veteran status, sex, religion, disability, genetic information, national origin or other status protected by federal, state or local law. Consistent with the American Disabilities Act, applicants may request accommodations needed to participate in the application process.