Consumer and Small Business Loan Processor II

Consumer and Small Business Loan Processor II

Summary/Objective The Consumer and Small Business Loan Processor II collaborates with Financial Solutions Guides, members, underwriters, and vendors to process and prepare consumer and small business loans for closing. This role ensures all underwriting conditions are met, verifies borrower information, prepares necessary documents, and coordinates loan closings. Additionally, the processor handles the processing of all Consumer and Small Business loan types using Meridian Link, Synapsys, and Symitar while continuously demonstrating a superior approach to service as they engage internal and external members over the phone, email, and chat.

• Obtains and verifies borrower information and documentation
• Verifies that underwriting conditions and/or stipulations are met
• Prepares loan packages for closing in person as well as electronically; coordinates settlement dates and disburses funds
• Begin learning and training on how to perfect auto liens.
• Continuously evaluate and improve payment processes to enhance efficiency, accuracy, and member satisfaction.

Manager Consumer & Small Business Lending Ops

This role does not have supervisory responsibility.

• 1 year of Loan Processing or Consumer Lending experience in a financial service institution or similar role
• Excellent verbal and written communication skills
• Data entry, ten key by touch, Word, Excel, Internet
• Strong analytical and problem‑solving skills.
• Demonstrated ability to work collaboratively with cross‑functional teams
• Personal smartphone required for multi‑factor authentication.

• Sitting frequently, walking occasionally, use of hands frequently, hearing constantly, talking frequently, exerting up to 10 lbs of force occasionally to lift, carry, push, pull, or move objects

• Full time / 40 hours per week

• Non‑Exempt

The person hired into this position will likely earn between $23.63 and $29.54+ annual bonus. The candidate’s starting salary will be adjusted based upon his, her, or their experience.

The Credit Union is dedicated to the principles of equal employment opportunity. We prohibit unlawful discrimination against applicants or employees on the basis of age 40 and over, race (including traits historically associated with race, such as hair texture and length, protective hairstyles), sex, sexual orientation, gender identity, gender expression, color, religion, creed, national origin, ancestry, disability, military status, genetic information, marital status, or any other status protected by applicable state or local law.