Online Loan Specialist

Role

Responsible for ensuring timely communication with members, accurate document handling, loan funding, and consistent tracking and reporting.

• Send first-contact emails to members to initiate the loan process and request required documentation, if needed.
• Review outgoing and incoming loan documents to ensure accuracy, completeness, and compliance before sending them to members and upon receipt.
• Identify missing, incorrect, or incomplete documentation and take corrective action.
• Fund all approved loans, ensuring accuracy and compliance with internal policies and procedures.
• Ensure loan documents are filed and scanned in electronic data storage system and forwarded to appropriate departments for filing with applicable agencies.
• Work collaboratively with online loan processors, officers and support teams to resolve exceptions, discrepancies, and member inquiries.
• Maintain and update tracking spreadsheets to accurately reflect loan status and progress while monitoring the Lending Support queue and additional reports, ensuring all loan-related activity is properly documented and tracked.
• Maintain working knowledge of regulatory compliance related to member services and financial services, including but not limited to: BSA reporting, OFAC, USA Patriot Act, Red Flags, Regulation CC, Regulation D, Regulation E, Truth in Savings, Truth in Lending, Privacy, etc.
• Other duties as assigned.

• Minimum one year of lending experience preferred.
• High school education or GED required.
• Ability to work regular full‑time hours.
• Ability to work on‑site at designated location.
• Strong attention to detail.
• Ability to manage high volumes of work and meet daily deadlines.
• Ability to communicate with courtesy, tact, and diplomacy and model exemplary member service.
• Proficiency in Microsoft Office software applications.
• Must be bondable.