Loan Processor - Consumer Lending Direct

    • Job Tracking ID: 512439-816655
    • Job Location: Dunedin, FL
    • Job Level: Any
    • Level of Education: Any
    • Job Type: Full-Time/Regular
    • Date Updated: April 25, 2022
    • Years of Experience: Any
    • Starting Date: ASAP
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Job Description:

Dominate in service by maintaining knowledge of all products, services, organizational policies and procedures.  Perform a variety of services for both internal and external members and lending functions via telephone, e-mail and internet. Must be able to work before or after hours, Saturdays and Holidays for meetings/training or as workload requires. 

  • Provides prompt, friendly and accurate service to internal and external members
  • Delivers professional and efficient loan services focusing on individual needs.
  • Provide accurate and timely processing of loan applications in accordance with lending policies.
  • Valuation collateral using the appropriate methods
  • Calculate income
  • Review stipulations for authenticity
  • Establish membership in accordance with Achieva’s guidelines
  • Problem solve post funding issues
  • Identifies and offers products and services that will improve our member’s financial life.
  • Must have capacity and willingness to cross-training in HELOC processing.
  • Ability to analyze and problem solve.
  • Prepares loan documentation and closes files electronically.
  • Is knowledgeable and/or have the capacity to retain Achieva’s lending guidelines.
  • Must be accountable for meeting production and sales goals.
  • Perform member maintenance as required.
  • Professional and efficient communications with all departments promoting synergy.
  • Maintains member confidentiality in all aspects of providing services to membership.
  • Responsible for upholding all credit union ethical standards.
  • Represents the credit union in a courteous and professional manner.
  • Performs other essential job functions as required or assigned
  • Partner with leadership to be a top employer.

Experience and Skills:

Education Required:

High School Diploma or GED

Experience Preferred:

  • Financial institution experience preferred
  • Sales experience preferred

Skills Required:

  • Ability to identify and solve problems
  • Microsoft Office Suite- including Outlook
  • Intermediate computer skills
  • Exceptional communications skills
  • Attention to detail
  • Organized
  • Ability to multi-task
  • Interpersonal skills
  • Professional demeanor
  • Ability to work independently and collaborate when needed
  • Ability to work a moderate to rapid pace