Jobs · Finance · Florida

Service Finance Consumer Loan Processor

Truist · Boca Raton, FL · 5 days ago
FinanceFull-time

Regular, full-time position. Fluency in English required. 1st shift.

Responsibilities

  • Process Home Improvement loans accurately and on time according to established workflows, procedures, and regulations.
  • Verify and enter all contract and applicant information correctly.
  • Follow up with clients on outstanding stipulations, verifications, or documents needed to complete loan processing.
  • Perform detailed reviews of documentation to ensure loans meet credit guidelines.
  • Develop and maintain positive working relationships with co-workers, clients, and business partners.
  • Meet or exceed production targets.
  • Manage multiple loan files simultaneously, each with minimal complexity.
  • Escalate any problems that may arise.

Requirements

  • High school diploma or equivalent education and related training or experience.
  • Excellent problem-solving skills.
  • Excellent written and verbal communication skills.
  • Excellent organizational and time management skills.
  • Ability to work in a fast-paced environment.
  • Works well in a team environment.
  • Ability to input data accurately and quickly.
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.

Preferred Qualifications

  • Six months of loan processing experience.

Working Conditions

  • Sitting: Constantly (more than 50% of the time).
  • Standing: Occasionally (less than 25% of the time).
  • Walking: Frequently (25% – 50% of the time).
  • Bending: Occasionally (less than 25% of the time).
  • Lifting: Up to 10 lbs.
  • Able to access and interpret client information from a computer and hear/speak with individuals in person and on the phone.
  • Able to operate standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.
  • Able to work all scheduled hours, including overtime as directed by manager/supervisor and required by business need.
  • Minimal travel, up to 10%.

Benefits

  • Medical, dental, and vision insurance.
  • Life insurance and disability coverage.
  • Accidental death and dismemberment insurance.
  • Tax-preferred savings accounts and a 401k plan.
  • No less than 10 days of vacation (prorated based on hire date and full-time/part-time status) during the first year of employment.
  • 10 sick days (prorated).
  • Paid holidays.
  • Eligibility for defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division.

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