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Loan Specialist I or II (Indirect)

Company: Credit Union West
Location: Glendale
Posted on: August 5, 2022

Job Description:

Job DescriptionCredit Union West has been named a ‘Top Company to Work for in Arizona' for the ninth year in a row (2013-2021)! This prestigious award announced by BestCompaniesAZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction.Credit Union West continuously looks for ways to improve employee satisfaction and experience. We recently raised our minimum hourly wage to $20 per hour. In addition to high paying wages, Credit Union West also offers the following:

  • Full-time employees receive 100% paid health, dental & vision insurance
  • Earn incentives up to 15%, depending on position
  • 401K plan with employer matching funds up to 5%
  • Tuition reimbursement
  • Gym membership reimbursement
  • Paid time off for holidays, vacation, and sick days
  • Diverse and inclusive workplace
  • Credit Union West membership and discounts Be part of our award-winning team!

    POSITION PURPOSEEnhances the quality of life for our members by consistently meeting or exceeding their service expectations. Provides high quality service, defined as ensuring prompt and accurate loan processing and fund disbursements while identifying and recommending additional member benefit needs in a professional manner. Prepares loan applications for credit approval and disburses approved loans. Responsible for preparing all documents necessary to close consumer-related account loans. Delivers loan paperwork, distributes loans to branches, and coordinates closings with branch personnel. Reviews, documents, and finalizes loan closing for indirect loans initiated at all approved indirect point-of-sale locations. Communicates with related-team member and applicants to explain credit decisions and to obtain additional loan information and documentation. Prepares application and presents loan requests to lenders for loan decisions. QUALIFICATIONSEDUCATION/CERTIFICATION: Equivalent to a high school education.REQUIRED KNOWLEDGE: General knowledge of loan underwriting guidelines and principles.Solid knowledge of loan processing policies and procedures.Basic understanding of Credit Union operations.Excellent understanding of financial products and services.Applied knowledge of sales.EXPERIENCE REQUIRED: One year to three years of similar or related experience, preferably in a Credit Union or financial institution. SKILLS/ABILITIES: Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.

Keywords: Credit Union West, Glendale , Loan Specialist I or II (Indirect), Other , Glendale, Arizona

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