Loan Processor

About the role

San Francisco Federal Credit Union (SFFedCU) is a credit union with over 43,000 members and assets exceeding $1.3 billion, operating branches in San Francisco and San Mateo County. The credit union is seeking a Loan Processor for its Golden Gate Branch in San Francisco.

Responsibilities

• Review, verify, and process consumer loan applications across multiple channels, ensuring accuracy, compliance, and timely funding.
• Maintain and manage digital lending workflows, queues, and servicing inboxes to meet service level agreements (SLAs) and production timelines.
• Utilize professional communication to provide phone/email support, including escalations, for incoming calls and interviews with applicants for specific loan information.
• Collaborate with team members to review loan requirements, resolve issues affecting approval, and ensure timely release of funded loans.
• Support merchant partners and auto dealers by maintaining indirect lending SLA turnaround times and high service levels.
• Manage relationships with Home Lending Solutions merchants and support the GoGreen Lending program.
• Engage with members to enhance service delivery and satisfaction, assess financial conditions, and offer tailored lending solutions.
• Participate in cross-selling financial products and effectively communicate their benefits and features to members.
• Ensure compliance with internal policies, privacy procedures, and regulatory standards to protect member information.
• Contribute to continuous improvement efforts, business development activities, and special projects as assigned.
• Partner with members to evaluate financial needs and offer tailored lending solutions; onboard new members and identify financial goals.
• Identify and implement process improvements to enhance efficiency and service quality.
• Comply with internal policies, privacy procedures, and member confidentiality standards.
• Engage in business development through participation in CommunityShare events.
• Participate in regular performance dialogues and commit to continuous self-improvement.

Qualifications

• A high school diploma or equivalent.
• Minimum of two (2) years’ experience in a fast-paced lending environment boarding and servicing various Consumer Loans.
• Knowledge of MeridianLink, LoanStar, and Corelation platforms preferred, but not required.
• Strong verbal and written communication skills with demonstrated ability to communicate professionally at all levels.
• Excellent interpersonal skills; ability to engage authentically and professionally at all levels.
• Self-motivated; able to work efficiently without sustained direct supervision.
• Proven ability to manage time effectively and prioritize competing workload elements.
• Proficiency in MS Office: Word, Excel, OneNote and Outlook.
• Ability to provide prompt and professional service.
• Strong organizational skills and ability to process and follow specific instructions and directives.
• Excellent decision-making skills, proactive attitude, and ability to work in an environment of flexible and changing work policies/procedures.

Benefits

The compensation package includes an excellent benefits program, including health insurance plans, generous paid time off, 401(k) plan, profit sharing, competitive base salary, bi-annual bonuses, and tuition reimbursement. SFFedCU is an Equal Employment Opportunity Employer and complies with the San Francisco Fair Chance Ordinance.