Consumer Loan Processor
Robert Half · Poughkeepsie, NY · 2 wk ago
On-siteFinanceTemporary
We are looking for a detail-oriented Consumer Loan Processor to join a fully on-site team in New York. This contract opportunity is expected to run for approximately 3-4 months.
About the role
Support consumer lending operations in a fast-paced credit union environment. The ideal candidate brings loan processing experience or strong technical aptitude, along with a coachable mindset and a commitment to delivering accurate, timely service to members and internal partners.
Responsibilities
- Examine consumer loan files for completeness and accuracy, then assemble final documentation packages so loans are ready for funding.
- Enter, validate, and maintain funding information within loan origination platforms to support proper disbursement and compliance with lending guidelines.
- Prepare and provide required lending disclosures and supporting documents in accordance with Truth in Lending standards and organizational requirements.
- Use multiple systems to address questions from dealers, staff, and members regarding active and pending direct or indirect consumer loan applications.
- Track and obtain missing paperwork for loans in process, following up promptly to help keep applications moving and maintain a positive member experience.
- Identify opportunities to streamline workflows, reduce inefficiencies, and improve service delivery within the consumer lending function.
- Follow established policies, regulatory expectations, and required training programs while maintaining a high standard of professionalism and accountability.
- Contribute to team initiatives, special assignments, and cross-functional projects as needed while supporting a collaborative workplace environment.
- Maintain dependable attendance and punctuality to ensure consistent operational support for the lending team.
Requirements
- High school diploma, GED, or equivalent credential required.
- At least 1 year of experience in consumer loan processing, loan support, or a related lending role.
- Prior customer service experience within a credit union, bank, or other financial institution preferred.
- Working knowledge of consumer lending functions such as loan origination, loan review, funding, and regulatory compliance.
- Strong data entry and computer navigation skills, with the ability to work accurately across multiple systems.
- Ability to interpret policies, procedures, and loan documentation with a high level of attention to detail.
- Effective verbal and written communication skills, with the ability to interact professionally with members, dealers, vendors, and internal teams.
- Comfortable working in a fast-paced environment while solving problems, applying basic math skills, and adapting to coaching and process improvements.
Benefits
- Medical, vision, dental, and life and disability insurance.
- Eligibility to enroll in our company 401(k) plan.