Loan Processor (Banking)

As a Consumer Loan Originations Representative , you’ll serve as a key point of contact for members, guiding them through the lending process from start to finish while identifying opportunities to support their financial well‑being.

Deliver an elevated consumer lending experience while maximizing sales of Credit Union products and services.

In this role, you’ll combine strong service skills with a sales mindset to support members and move applications forward efficiently:

Originate consumer loans by phone and guide members through the full application process

Manage and follow up on applications from online channels, ensuring a smooth and timely experience

Maintain an active pipeline and stay organized with consistent follow-up throughout each stage

Collect and review application details and supporting documentation (income, employment, identity, collateral, etc.) Communicate loan and credit card decisions clearly and professionally, including next steps and answering questions

Partner with underwriting by communicating stipulations and helping resolve outstanding conditions

Document all activity accurately within lending systems/CRM, including notes, updates, and communication history

Maintain high-quality member service while meeting call and productivity expectations

Identify and escalation any fraud concerns or red flags in accordance with procedures

Strong verbal and written communication skills with the ability to build rapport over the phone

General understanding of lending practices and regulatory requirements within financial services

Comfort using technology, including Microsoft Office and internal systems for reporting and cross‑selling

Knowledge of BSA/AML/OFAC requirements (or willingness to learn and complete required training)

High school diploma or equivalent required

Previous experience in lending, banking, or a sales‑driven role preferred

Spanish bilingual skills are a plus, but not required

You’ll be part of a team that values connection, service, and helping members reach their financial goals—all while building your own skills and career in lending.

If you're ready to make an impact and help members find the right financial solutions, we’d love to hear from you—apply today!

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