Loan Processor I
Addition Financial Credit Union is seeking a motivated, hands-on team player with a high level of organization and problem-solving skills to join our Consumer Lending Department as a Consumer Loan Processor. This role requires flexibility and the ability to handle a variety of tasks to support our branches and indirect lending operations from our Headquarters in Lake Mary, FL. If you are passionate about enhancing the member experience and have an eye for details, then this is a role to consider. Reporting to Consumer Lending Management, the Consumer Loan Processor performs a variety of loan processing tasks related to our portfolio of consumer loans. Essential Duties And Responsibilities: Occasionally interviews applicant to obtain personal and financial data. Responsible for contacting members by telephone or computer to verify credit bureaus, employers, and personal references as needed. Prepare direct loan documents, process indirect loan packets, validate loan documents are properly prepared and executed by the borrower and third-party partners such as dealerships. Communicate with third-party partners to correct document errors when applicable. Follow up on requests with a focus on aging loans from branches and dealers to retrieve copies of missing documentation. May fund consumer loans. Responsible for calculating various types of income on loans. Provides assistance in filing, inputting data to computer, recording information as required, answering telephones, photocopy, faxing, and general office duties. Assists department staff in efficiently and effectively processing the various activities involved in credit granting. Demonstrate written and spoken communication skills that reflect AFCU's core values with members and team members on all levels. And other department wide projects and tasks as assigned Requirements: Education:
High School diploma or equivalent Experience:
1-2 years related experience or training Additional Requirements: Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to employees and members of the organization. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Must have ability to multi-task and be organized to ensure proper follow up occurs on all outstanding requests for corrections. Understanding of Microsoft Excel, Word, and Outlook. This is a full-time role working with hours of 9am
6pm on Mondays. 8:30am-5:30pm on Tuesday, Wednesday, Thursday, and Friday. This position also has the potential of occasional Saturday rotation. Other Characteristics Of The Position: Physical Demands:
Sitting for long periods at a time. Regularly required to talk or listen. Occasional lifting of office supplies up to 20 lbs. Vision abilities including close vision and ability to adjust focus. Mental Demands:
Must understand and follow a set of clear oral and/or written procedures without deviation. Performs repetitive routine tasks. Withstand moderate amounts of stress. Must adhere to a provided work schedule to meet a set of qualitative production standards. Implements others' decisions/procedures with little judgment required. Must relay information orally. Working with us: 401k with profit sharing contribution Comprehensive medical, dental and vision coverage from leading insurance providers Continuing education and up to $5,000 in tuition assistance annually Generous vacation and sick pay Paid parental leave and volunteer time off Major holidays off including Federal holidays that many other industries don't observe Credit union benefits including reduced consumer/mortgage loan rates, free checks, and other financial services discounts At Addition Financial, we accept you for who you are. We are an equal opportunity employer and do not discriminate based on race, color, creed, religion, national origin, sex, marital status, age, protected veteran status, or disability/handicap with regards to recruitment, selection, placement, promotion, wages, benefits, and any other areas of employment. Personal perspectives and beliefs are what helps our team members, and our company, grow as a whole and we seek to nurture that inclusiveness. We welcome our team member's diverse viewpoints and work together so that everyone's voices are heard. So, if you're ready to take your career to the next level, Count Us In.
Addition Financial Credit Union is seeking a motivated, hands-on team player with a high level of organization and problem-solving skills to join our Consumer Lending Department as a Consumer Loan Processor. This role requires flexibility and the ability to handle a variety of tasks to support our branches and indirect lending operations from our Headquarters in Lake Mary, FL. If you are passionate about enhancing the member experience and have an eye for details, then this is a role to consider. Reporting to Consumer Lending Management, the Consumer Loan Processor performs a variety of loan processing tasks related to our portfolio of consumer loans. Essential Duties And Responsibilities: Occasionally interviews applicant to obtain personal and financial data. Responsible for contacting members by telephone or computer to verify credit bureaus, employers, and personal references as needed. Prepare direct loan documents, process indirect loan packets, validate loan documents are properly prepared and executed by the borrower and third-party partners such as dealerships. Communicate with third-party partners to correct document errors when applicable. Follow up on requests with a focus on aging loans from branches and dealers to retrieve copies of missing documentation. May fund consumer loans. Responsible for calculating various types of income on loans. Provides assistance in filing, inputting data to computer, recording information as required, answering telephones, photocopy, faxing, and general office duties. Assists department staff in efficiently and effectively processing the various activities involved in credit granting. Demonstrate written and spoken communication skills that reflect AFCU's core values with members and team members on all levels. And other department wide projects and tasks as assigned Requirements: Education:
High School diploma or equivalent Experience:
1-2 years related experience or training Additional Requirements: Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to employees and members of the organization. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Must have ability to multi-task and be organized to ensure proper follow up occurs on all outstanding requests for corrections. Understanding of Microsoft Excel, Word, and Outlook. This is a full-time role working with hours of 9am
6pm on Mondays. 8:30am-5:30pm on Tuesday, Wednesday, Thursday, and Friday. This position also has the potential of occasional Saturday rotation. Other Characteristics Of The Position: Physical Demands:
Sitting for long periods at a time. Regularly required to talk or listen. Occasional lifting of office supplies up to 20 lbs. Vision abilities including close vision and ability to adjust focus. Mental Demands:
Must understand and follow a set of clear oral and/or written procedures without deviation. Performs repetitive routine tasks. Withstand moderate amounts of stress. Must adhere to a provided work schedule to meet a set of qualitative production standards. Implements others' decisions/procedures with little judgment required. Must relay information orally. Working with us: 401k with profit sharing contribution Comprehensive medical, dental and vision coverage from leading insurance providers Continuing education and up to $5,000 in tuition assistance annually Generous vacation and sick pay Paid parental leave and volunteer time off Major holidays off including Federal holidays that many other industries don't observe Credit union benefits including reduced consumer/mortgage loan rates, free checks, and other financial services discounts At Addition Financial, we accept you for who you are. We are an equal opportunity employer and do not discriminate based on race, color, creed, religion, national origin, sex, marital status, age, protected veteran status, or disability/handicap with regards to recruitment, selection, placement, promotion, wages, benefits, and any other areas of employment. Personal perspectives and beliefs are what helps our team members, and our company, grow as a whole and we seek to nurture that inclusiveness. We welcome our team member's diverse viewpoints and work together so that everyone's voices are heard. So, if you're ready to take your career to the next level, Count Us In.