Loan Application Analyst

Loan Application Analyst

Schedule:

Monday-Thursday 9:30am‑5:30pm. Saturday 8:00am‑4:00pm. Every Friday off. 20% onsite requirement on Tuesdays.

• Answer incoming calls promptly and provide accurate, satisfactory answers to member queries and concerns.
• Assist members via email or other communication channels as needed.
• Call members to inform them about new products, services, and policies.
• Provide information on loan options, terms, and conditions.
• Guide members through troubleshooting, navigating the company website, or using products/services.

• Evaluate loan applications, verifying information provided by applicants.
• Determine risks associated with lending to members based on their credit history and financial status.
• Review file documentation for completeness and accuracy.
• Verify applicant history with credit bureaus and other agencies to facilitate loan approval or denial.

• De-escalate situations involving dissatisfied members, offering patient assistance and support.
• Handle member complaints professionally and efficiently.

• Assist in training new employees, ensuring they understand policies.
• Collaborate with other departments to improve overall service.

• Maintain a focus on call quality while meeting quantity goals.
• Efficiently manage call time without compromising the quality of interactions.
• Make a predetermined number of outbound calls per hour, as outlined by management.
• Understand that achieving targets directly impacts team performance and overall department success.
• Strive to consistently meet or surpass the monthly call expectation.
• Other duties as assigned.

• High School (Required) – or equivalent combination of experience and education.