Partner Loan Onboarding Specialist (Indirect Lending)

Job Description

Job Description

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 :

• Acts as the primary contact for participating lending partners post signing of the loan agreement.
• Manages partner portals to gather and maintain accurate loan documentation.
• Maintains checklists for loan documentation and membership intake.
• Uploads and / or scans documents, verifying documents are stored and viewable through the imaging system.
• Prepares funding for completed loan files.
• Research member requests and requests from auditors / examiners.
• Verifies accuracy of loan information and completeness of documents needed for loan to proceed to disbursement.
• Responsible for opening new accounts, ensuring all account details are accurately processed, and collaborating with members to collect and verify required documentation as needed.
• Collaborate with lending partners to obtain documentation for review when necessary.
• Provides high level of member service when communicating with members as well as coworkers.
• Assists team members with loan booking and the remittance of loan funds.
• Performs backup support for the Lending Team, assisting with contact center needs, loan closings, and related tasks as required.
• Provides accurate information about credit union policies, procedures, and services to members.
• Maintains a thorough understanding of current state and federal laws and regulations.
• Assists with projects, internal operations, and other duties as requested.

Position Titles That Report to this Position

Desired Job Competencies

Desired Education and Work Experience

Working Environment / Physical Activities

This job operates in a professional office environment and may be eligible for hybrid work. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of this job.

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