Senior Commercial Loan Processor

About the Role

We are hiring a Senior Commercial Loan Processor who will be responsible for managing and coordinating the end-to-end processing of commercial loan applications, ensuring accuracy, compliance, and timely completion. This role involves gathering and verifying documentation, preparing loan files, and working closely with underwriters, loan officers, and Members to facilitate smooth and efficient loan processing. The Senior Commercial Loan Processor also resolves complex issues, ensures regulatory compliance, and supports team members to uphold high Member service standards and contribute to department goals.

Business

Hours:

Monday – Friday: 8:30 a.m. to 5:30 p.m.

* Based upon business needs, our positions may require working flexible hours, including weekends.

This position is based in Anaheim Hills, CA with the opportunity to work on a hybrid-remote schedule which consists of 2 days in-office and 3 days working remote from home.

CU SoCal is one of the fastest growing credit unions and is more than just a place to work. It’s a place where people come before profit, a place where you can build a career that’s more than a job, and where the work you do has meaning and purpose. We offer competitive pay, great health benefits and a culture like no other!

In 2025, Credit Union of Southern California (CU SoCal) was once again honored with the Gallup Exceptional Workplace Award, marking our second consecutive win and ranking us among the top workplaces worldwide for outstanding employee engagement!

The CU SoCal culture fosters Building Better Lives for our Members, personal development, open communication, and genuine care for each other. We prioritize C.A.R.E. 4: professional competence, positive attitude, relationship building, and eager service to others. If you're passionate about making a difference and want to be part of a dynamic team, explore CU SoCal career opportunities today!

• High School Diploma or equivalent.
• 5+ years of commercial lending experience.

• Associate’s degree or equivalent experience.

• Proficient in all applicable MS Office programs (i.e., Word, Excel, Outlook, Teams, etc.).
• Maintain positive and professional behavior and image with credit union Members, staff, management, and board.
• Keep all credit union and Member information confidential.
• Establish and maintain effective business relationships with staff in other departments.
• Effective verbal and written communication skills.
• Maintain a working knowledge of policies and procedures necessary to effectively perform job duties.

• Review and verify loan applications and documentation for accuracy, completeness, and compliance with credit union policies and regulatory requirements.
• Prepare and finalize loan files for funding, ensuring all conditions are met before disbursement.
• Coordinate with underwriters, loan officers, and Members to address and resolve documentation discrepancies or funding conditions.
• Process loan disbursements in a timely and accurate manner.
• Ensure all loan processing activities comply with applicable laws, regulations, and internal policies.
• Conduct thorough quality control checks to maintain high standards of accuracy and compliance.
• Stay updated on regulatory changes and assist the commercial lending supervisor with any necessary adjustments to processes and procedures.
• Provide exceptional service to Members by addressing funding-related inquiries and resolving issues promptly.
• Assist commercial lending supervisor to streamline workflows and improve efficiency.
• Prepare reports on funding activity, trends, and compliance to share with management.
• Complete understanding and active application the C.A.R.E. 4 Guide expectations and the Brand Communications Standards Accountability Philosophy.
• Must be able and available to work a “hybrid” schedule, per business operations requirement, as needed.
• Additional duties and responsibilities, as assigned.

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