Direct Lending Closer - Arlington

Role Responsibilities

Create a consistent, positive member and staff experience by always exhibiting the Texas Trust Service Framework.

Process and assign incoming electronic loan inquiries, seeks out ways to enhance the loan document, title work and check disbursement processes.

• Responsible for reviewing, preparing and sending all direct loan documents ensuring due diligence is performed at all time to protect the CU and mitigate risk
• Responsible for accurately preparing and sending out title work and assists with all related processes.
• Review and verify loan stipulations
• Assigns incoming electronic and callback loan inquiries to the direct lending team members
• Responsible for sending out correspondence relating to adverse actions;
• Responsible for check disbursements related to funded loans;
• Review
  
  

referral

opportunities to team members and ensure successful closing of leads;

• Resolve and respond to member/dealership/merchant inquiries and/or concerns completely, accurately and in a professional manner;
• Demonstrated ability to manage multiple tasks/projects and meet or exceed deadlines simultaneously
• Presents a helpful and positive attitude, focusing on solutions and promoting a collaborative environment at all times
• Backs up indirect lending closer, as needed;
• Practices and brings to life with the team our Yes And culture
• Comply with established regulations and law requirements
• Perform various other duties as assigned.
  
  

Required Experience

• Minimum of 1 year customer/member service experience;
• Minimum of 1 year in financial institution environment;
• Minimum of 1 year working in a lending environment, preferred.
  
  

Skills, Education And/or Certifications Required

• High School Diploma/GED
  
  

;

• Ability to operate computer systems with proficiency and comfort with technology
  
  

;

• Requires an organized, detail-oriented self-starter who is able to work independently;
• Strong processing, analytical and problem solving skills;
• Ability to establish credibility and rapport, be friendly and personable and look for ways to benefit the member;
• Working knowledge of rules and regulations governing credit unions, consumer underwriting, origination, and servicing guidelines;
• Working knowledge of loan origination software;
• Understand how to present features and benefits of products and services to member with differing needs;
• Understanding of lending and loan terminology.
• Must have experience in understanding consumer sales contracts and all loan documentation
• Strong listening and communication skills;
• Possess a strong work ethic and team player mentality;
• Highly developed sense of integrity and commitment to member satisfaction;
• Required to handle all member information in a confidential manner;
• Professional written and verbal communications skills;
• Ability to work rotating shifts, including Saturdays as needed.
  
  

Texas Trust Credit Union is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.