Processor

Role: Serve as liaison between loan department, credit union employees and members. Provide information on loan types and credit union products to members and fellow employees. Communicate externally with dealer representatives and third party sellers to obtain loan documentation required for funding.

Essential Functions & Responsibilities:

Ensure all loan applications are completed with accuracy, and member verified before funding.

Properly verify all stipulations such as proof of income, and residence accordingly

Ensure all documents sent through Signix are signed by member before funding.

Fund all loans for assigned Loan Advisors timely, following the Service Level Agreement.

Review work queue consistently, follow up on all loans daily to ensure completion.

Perform other job duties as assigned.

Complete title packages and forward to Title Clerks for lien processing.

Performance Measurements:

1.           Achieve and maintain QC rating of 96% or higher.

2.           Meet SLA for document and funding time on both regular and high priority loans.

3.           Complete all required compliance courses assigned by the Credit Union.

4.           Maintain NPS score of 70 or higher.

Knowledge and Skills:

Experience: Three years to five years of similar or related experience.

Education: A high school education or GED.

Must be knowledgeable of Bank Secrecy Act and Anti-Money Laundering regulations and requirements.

Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.

Other Skills  

Basic knowledge in Word, EXCEL, Outlook and office related applications.

Must possess excellent verbal communication skills.

Must have a proactive attitude toward members, supervisors, co-workers and the credit union.

Ability to handle multiple projects simultaneously and work with limited supervision, exercising own initiative and judgment.  

Physical Requirements:      

While performing the duties of the job, the employee is regularly required to:

• Position self to move about the work area
• Reach, grab, sort
• Communicate in person and via telephone with others
• Identify and recognize small font communication 
• Ability to transport a minimum of 10 pounds