Partner Loan Onboarding Specialist (Indirect Lending)

Clean Energy Credit Union is passionate about promoting clean energy to protect our environment and improve our economy.

Our focus is on providing clean energy loans that reduce the cost of living for members while also decreasing their environmental footprint.

We envision a world where everyone can participate in the clean energy movement.

Primary Purpose of Position :

• The Partner Loan Onboarding Specialist is a key member of Clean Energy Credit Union’s loan team; ensuring loans originated with our trusted lending partners are processed and borrower memberships established in a timely matter.
• This role’s primary responsibility is to own our participating partner loan program process from document verification to booking, funding, and membership intake.
• This includes reviewing loan packages to ensure they are accurate and complete, and executing appropriate loan partner or member follow up as needed.
• The Partner Loan Onboarding Specialist will onboard loans to the credit union’s core operating system.
• This role frequently engages with lending partners and members directly via email and phone to address loan documentation or membership intake questions.
• This position may be eligible for hybrid work.

Job Description Essential Functions :