Consumer Loan Processor

Description

The Consumer Loan Processor performs consumer loan processing functions including document collection and organization, auditing, and quality assurance. The Processor works in alignment with Service Level Agreements, meeting all production and quality metrics. 

Here’s what you can expect from the job and what you need to be successful:

What You’ll Do:

• Solicit, review and audit supporting documents for full completion and accuracy
• Organize complete loan application file and submit for loan fulfillment
• Document loan application status and member inquiries as appropriate
• Respond to and resolve a high volume of member loan inquiries, both written and verbal
• Collaborate with peer Processors, Loan Fulfillment Associates, and other internal and external points of contact in loan processing

Essential Skills:

• Education: High School Diploma or equivalent
• Minimum two years’ experience in customer service, financial services experience preferred
• Familiar with the use of loan calculators to execute basic financial mathematics including simple interest calculations and amortization schedules
• Ability to work autonomously to manage time effectively and prioritize work appropriately to meet deadlines in a high-volume production environment
• Strong analytical and problem-solving skills; ability to apply sound independent judgement
• Ability to communicate clearly (verbal and written) with all levels within organization
• Excellent listening skills with ability to ask probing questions to determine member needs and overcome objections
• Proven skills and commitment in meeting or exceeding member expectations and requirements
• Some knowledge of lending practices and industry standard processes, including Bank Secrecy Act regulations
• Familiarity with regulatory policies and procedures, including SCRA, Truth in Lending, Reg. B, FCRA, and MLA is preferred
• Strong knowledge of Microsoft Office Suite 

Location:   Rocklin Corporate Office – Rocklin, CA 95765

Target Compensation: $22.21 to 26.71 per hour + annual bonus

Who We Are:

What makes First Tech different? Click here to learn more!

Every great journey begins with a bold idea—and ours is no different. First Tech and DCU were founded on the belief that financial solutions should put people first. That belief has fueled decades of innovation and service, rooted in the tech sector and expanding to support members from all walks of life.

Employees are eligible for:

• Traditional medical, dental, and vision coverage
• Generous 401(k) match
• Paid Time Off: You'll accrue up to 15 days in your first year. In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually
• Paid federal holidays
• Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility subject to standard account requirements and underwriting criteria)

Employment Statements:

First Tech is an equal opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.

If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to View email address on click.appcast.io and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.

First Tech is not currently offering Visa transfer/sponsorship for this position.

First Tech Federal Credit Union