All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status.

Univest Financial Corp

Consumer Loan Opener / Post Closer

US-PA-Souderton

Job ID : 6181

Type : Full Time

of Openings : 1

Category : Mortgage Banking

Univest Financial Corporation

Overview

Univest Financial Corporation (UVSP), has approximately $7.8 billion in assets and $4.7 billion in assets under management and supervision (as of December 31, 2023).

Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region.

In 2023, Univest donated $2.4 million to our communities, and our employees volunteered more than 13,100 hours.

At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity.

Seeking career-focused individuals, looking to bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs based financial solutions in the communities we serve.

We're hiring a Consumer Loan Opener / Post Closer to join our Consumer Lending Support Team.

Responsibilities

This position is responsible for the review of new Consumer Applications and the review and delivery of closed Consumer / Home Equity loan packets to loan servicing.

This requires coordination between multiple parties, attention to detail and the ability to work under deadlines.

Responsibilities Include :

Review Consumer Loan applications received for completeness

Ensure timely input of application information into loan software

Assemble loan folders

Review Consumer and Home Equity closing packages for completeness and compliance for delivery to

Loan Servicing to ensure the new loan is opened accurately in a timely manner

Uploading all Home Equity documents and ensuring information is accurately completed in Encompass prior to delivery of documents to Loan Servicing

Maintain a log of trailing and missing documents and follow-up on a timely basis with the respective party to ensure all documents are received and the loan files are complete

Ensure HMDA data is entered correctly accurately in Encompass on each loan

Track loan closings each month to ensure all documents for each loan are received

Monitor Team email boxes to ensure all information is received and update in a timely manner

Prepare and mail Adverse Action Letters for Consumer Loans

Perform additional duties as assigned including learning duties within the Consumer Department team in order to assist as a back up

Qualifications

High school diploma or equivalent

Ability to work in a fast-paced environment while interacting with branch staff, sales staff, vendors, and customers

Must be highly organized, detail oriented and able to work within multiple deadlines

Demonstrated ability to work through and resolve problems

Ability to learn quickly and work with multiple systems

Must possess a positive attitude, strong communication and customer service skills

Knowledge of consumer loan guidelines, regulations and requirements preferred

Knowledge of Microsoft Office preferred

Click here for Benefit Information

Univest

LI-Onsite

An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Please see job description

PI238487071

Last updated : 2024-03-23