Senior Loan Assistant

Sr. Loan Assistant

At USALLIANCE, we pride ourselves on innovation, teamwork, training and development and career planning. We are a unique members-first Credit Union Culture driven by our core Values: Trust, Collaboration, Achievement and Making a Difference. As part of our team, you will have the opportunity to grow both personally and professionally in an inclusive and supportive environment. Represent USALLIANCE in the community and form lasting relationships with our members and partners.

The Sr. Loan Assistant (SLA) is senior role with potential small team management responsibilities who will report directly to the Loan Operations Manager. The primary focus of this role is to provide operational support to our Loan Officers (LO's). The SLA will execute clerical origination tasks, data entry in the LOS, basic disclosure/re-disclosure, and phone support.

Key Responsibilities:

• Day-to-day operational support for the Loan Originations Team.
• Provide excellent member service in the Retail phone queue.
• Basic set up and disclosure/re-disclosure for all loan products including 1st lines, HELOCs, and HELOANs.
• Ordering of 3rd party services including, but not limited to, Appraisals, Title work, and Flood Certifications.
• Maintain accurate record keeping and follow compliance regulations.
• Work closely with processors, underwriters, and closers to help assist with lending applications.
• Support loan officers with file preparation.
• Additional clerical tasks as assigned by management.

Who You Are:

• 3-4 years of member service experience in a financial institution with a focus in the lending department.
• At least 1 year of disclosure experience with a strong comprehension of TRID compliance.
• NMLS Licensure is preferred.
• Strong PC skills.
• Able to communicate (written and verbal) effectively and professionally with employees, members, and the public.
• Attention to detail & strong organizational skills.
• Ability to multi-task and manage a loan pipeline to meet regulatory requirements.
• Excellent interpersonal skills must demonstrate the ability to work with members, colleagues, and superiors.

What We Offer:

• Hybrid Schedule (min 3 days in office to maximize collaboration)
• Competitive salary and benefits package including 401K with 6% match
• Paid Time Off, Wellness Time & Paid Federal holidays
• Compensable travel time when traveling to alternative branch sites
• Opportunities for professional development and career growth with exposure to mentorship from the executive team.
• A collaborative and inclusive work environment
• High Performance Culture that specializes in training to sharpen and expand skills brought to USALLIANCE.

Become a part of a team where your ideas are valued, your growth is supported, and your work makes a difference. Apply today and take the next step in your career with USALLIANCE.

EQUAL OPPORTUNITY EMPLOYER

USALLIANCE Federal Credit Union, as an Equal Opportunity Employer, values and supports the diverse cultures, perspectives, skills, and experiences within our workforce.

This job description is for informational purposes only and should not be construed as a complete listing of the job responsibilities and requirements. This job description may be modified at any time, for any reason, at the sole discretion of management.

In the spirit of pay transparency, we are excited to share the base hourly range for this position is $25.24 - $30.92, exclusive of fringe benefits or potential incentives. This position is also eligible for an annual corporate bonus. If you are hired at USALLIANCE Federal Credit Union, your final base salary compensation will be determined based on factors such as skills, education, and/or experience. In addition to those factors, we believe in the importance of pay equity and consider the internal equity of our current team members as a part is any final offer. Please keep in mind that the range mentioned above is the full base salary for the role. Hiring at the maximum of the range would not be typical to allow for future and continued salary growth. We also offer a generous compensation and benefits package.

All positions must adhere to standard BSA/AML policies, procedures, and processes. Employees must demonstrate awareness of business functions and how business decisions affect financial and/or non-financial work results.