Consumer Loan Processing Specialist I

Essential Responsibilities

• Process and close loans as assigned, including home equity lines, auto, brokerage secured, and boat loans.
• Maintain and manage loan processing queue daily.
• Provide excellent service to members and loan administration personnel in the field.
• Process loans within regulatory timeframes.
• Prepare CIT documentation for HELOC, auto, brokerage, and boat loans with assistance.
• Input HMDA data and understand HMDA regulations.
• Handle exceptions in a timely manner with assistance.
• Prepare loans into the Loan Documentation System.
• Prepare attorney’s instructions.
• Prepare loan proceeds checks, wire transfers, and general ledger entries.
• Review final loan documentation after closing.
• Correct any collateral exceptions in a timely manner.
• Collaborate with team members outside of department to ensure smooth closing process for members.

Minimum Required Skills & Competencies

• Excellent customer service skills.
• Strong organizational skills.
• Strong computer skills (Word, Excel).
• Professional telephone skills.
• Ability to work independently and under time constraints.
• Ability to multitask.
• Experience in consumer loan area of banking to include loan documentation and regulations, specifically real estate secured.

Desired Skills & Competencies

• Knowledge of loan documentation.
• Experience with Real Estate closings.
• Strong technology skills (Power BI, intermediate or above Excel skills).
• Knowledge of consumer loan regulations.