Lending Processor - Direct II
Core
Process and disburse consumer loans (vehicle, credit card, personal, share secured, workout, line of credit) by validating terms, verifying income, and guiding members through closing steps.
Role type
Senior IC lending processor
Builds
Consumer loan disbursements for a credit union
Domain
Financial services / Consumer lending
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Loan document validation, income verification, regulatory compliance knowledge, cross-selling ancillary products, electronic signature utilization, state title requirements knowledge, queue management
Preferred skills
Contact center experience, prior customer service and sales environment experience, knowledge of financial products and services
Technologies
Loan systems, Eltropy, electronic signature platforms
Responsibilities
Communicate loan decisions and guide members through next steps, review loan terms for accuracy and obtain acceptance, verify applicant income and evaluate income statements, contact dealers and lienholders to ensure accurate information, ensure proper loan terms setup and documentation accuracy prior to disbursement, act as mentor to new hires and test loan system enhancements
Seniority
Mid-level, hands-on IC