Loan Processor

About This Role

This in-office Loan Processor role supports the lending team by ensuring loan applications are processed accurately, efficiently, and in a timely manner. The position involves reviewing loan documentation, verifying information, and preparing loans for closing, while providing excellent service to members. It suits someone with strong attention to detail, organizational skills, and clear communication.

Responsibilities

• Review loan applications and supporting documents for accuracy and completeness
• Gather and verify required income, insurance, identification, and collateral documentation
• Prepare loan documents according to approved terms and credit union procedures
• Coordinate loan closings, signatures, and funding
• Communicate with members, loan officers, dealerships, and insurance companies to obtain missing information
• Process loan proceeds, payoffs, and related transactions accurately
• Assist with title paperwork, lien placement, lien releases, and collateral tracking
• Maintain organized loan files and follow up on outstanding documents
• Explain documentation requirements and next steps to members
• Protect confidential member information and follow applicable policies and requirements
• Support the lending team and perform other duties as assigned
• Provide backup support to tellers and member service staff as needed

Requirements

• High school diploma or equivalent
• Previous loan processing, lending support, or financial institution experience preferred
• Strong attention to detail and organizational skills
• Ability to manage multiple applications and meet deadlines
• Clear communication and strong member service skills
• Comfortable using computer systems, entering data, and reviewing documents
• Ability to work independently and collaborate with a team
• Bilingual English/Spanish skills are a plus
• Must be able to sit or stand at a workstation for up to 6 hours
• Must be able to squat, lift, and carry up to 50 pounds
• Must be computer literate, 10-key proficient, and able to type using a standard US keyboard
• Must report to the office as assigned; remote work is not permitted except at the discretion of management
• Must be able to complete mental math, problem-solving, and memorize workflows, codes, and member identifiers

Benefits

• 401(k) with employer matching
• Health, dental, vision, and life insurance
• Paid time off and retirement plan
• Employee discounts
• Close-knit, team-oriented work environment