What are the responsibilities and job description for the Loan Processor position at SunWest Credit Union?
Job Description
Division/Department: Consumer Lending
Reports to: Consumer Loan Processing Manager
Full-time
Non-Exempt
Job Summary: Builds and maintains successful member relationships by funding and servicing loans to member’s complete satisfaction. Provide exceptional member service to members and internal staff at all times.
Essential Duties and Responsibilities:
SunWest was founded on the belief that financial institutions should exist to serve. Our original founders knew then what a lot of bankers still don’t understand. Financial institutions should help people, not take advantage of them. That’s why 12 telephone workers came together in 1937 to create a financial cooperative with one goal in mind – to help people thrive financially so they can excel personally.
When you work with us, you’re not just clocking in and hoping for the best. You aren’t counting down the minutes until you can hop in your car and drive far, far away from your workplace. Nope, not here. When you work with SunWest, you’re devoting your time to something bigger than yourself. We aren’t just Branch Representatives, Marketing Gurus, Human Resource Professionals, Lending Extraordinaires or Financial Experts. We are friends, family, support systems, and most importantly, we are difference makers. We are passionate about helping others achieve the highest level of financial success and we feel strongly about our communities. Join our team if you’re ready to do what you love, while helping those who need what you have to offer.
SunWest was founded on the belief that financial institutions should exist to serve. Our original founders knew then what a lot of bankers still don’t understand. Financial institutions should help people, not take advantage of them. That’s why 12 telephone workers came together in 1937 to create a financial cooperative with one goal in mind – to help people thrive financially so they can excel personally. When you work with us, you’re not just clocking in and hoping for the best. You aren’t counting down the minutes until you can hop in your car and drive far, far away from your workplace. Nope, not here. When you work with SunWest, you’re devoting your time to something bigger than yourself. We aren’t just Branch Representatives, Marketing Gurus, Human Resource Professionals, Lending Extraordinaires or Financial Experts. We are friends, family, support systems, and most importantly, we are difference makers. We are passionate about helping others achieve the highest level of financial success and we feel strongly about our communities. Join our team if you’re ready to do what you love, while helping those who need what you have to offer.
- HYBRID* after training
Division/Department: Consumer Lending
Reports to: Consumer Loan Processing Manager
Full-time
Non-Exempt
Job Summary: Builds and maintains successful member relationships by funding and servicing loans to member’s complete satisfaction. Provide exceptional member service to members and internal staff at all times.
Essential Duties and Responsibilities:
- Funds a minimum of $1.25M in loan volume each month.
- Actively seeks opportunities to increase loan volume; consistently meets or exceeds goals.
- Assemble loan title packets to Title Department for submission to funding within 3 days of funding.
- Assist Loan Originators in facilitating loan closings.
- Accurately determine invoice and wholesale values for various types of collateral.
- Open New Memberships for non members when approved for loans.
- Uphold the compliance requirement of all related federal regulations, including but not limited to, the Bank Secrecy Act and Anti-Money Laundering policies and procedures.
- Complete annual BSA training requirements as by SunWest Credit Union.
- Perform other duties as assigned.
- High School diploma or equivalent.
- Minimum one year experience as loan officer required.
- Other prior lending experience helpful.
- Driver’s license required.
- Understanding of Credit Union Philosophy
- Excellent computer efficiency (MS Office/Word/Excel and Outlook)
- Detail oriented required. Documents need to be accurate, complete and timely.
- Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productive standards.
- Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards.
- Must be able to lift and carry up to 10 lbs.
- Must be able to talk, listen and speak clearly on the telephone.
- Hybrid after training period
SunWest was founded on the belief that financial institutions should exist to serve. Our original founders knew then what a lot of bankers still don’t understand. Financial institutions should help people, not take advantage of them. That’s why 12 telephone workers came together in 1937 to create a financial cooperative with one goal in mind – to help people thrive financially so they can excel personally.
When you work with us, you’re not just clocking in and hoping for the best. You aren’t counting down the minutes until you can hop in your car and drive far, far away from your workplace. Nope, not here. When you work with SunWest, you’re devoting your time to something bigger than yourself. We aren’t just Branch Representatives, Marketing Gurus, Human Resource Professionals, Lending Extraordinaires or Financial Experts. We are friends, family, support systems, and most importantly, we are difference makers. We are passionate about helping others achieve the highest level of financial success and we feel strongly about our communities. Join our team if you’re ready to do what you love, while helping those who need what you have to offer.
SunWest was founded on the belief that financial institutions should exist to serve. Our original founders knew then what a lot of bankers still don’t understand. Financial institutions should help people, not take advantage of them. That’s why 12 telephone workers came together in 1937 to create a financial cooperative with one goal in mind – to help people thrive financially so they can excel personally. When you work with us, you’re not just clocking in and hoping for the best. You aren’t counting down the minutes until you can hop in your car and drive far, far away from your workplace. Nope, not here. When you work with SunWest, you’re devoting your time to something bigger than yourself. We aren’t just Branch Representatives, Marketing Gurus, Human Resource Professionals, Lending Extraordinaires or Financial Experts. We are friends, family, support systems, and most importantly, we are difference makers. We are passionate about helping others achieve the highest level of financial success and we feel strongly about our communities. Join our team if you’re ready to do what you love, while helping those who need what you have to offer.