Loan Processor

3 weeks ago


San Jose, United States Marine Coast Finacial Full time
Job DescriptionJob Description

As a Specialty Loan Processor/Funder specializing in boats & RVs, you will play a crucial role in accurately and efficiently processing and funding loan applications for marine and recreational vehicles. This position requires a customer centric approach, as you will be directly interacting with sources/partners and member to develop and maintain positive relationships. Additionally, you will provide support to the team as needed. 

Responsibilities: 

* Review loan documents for accuracy, completeness, and compliance with regulatory requirements. 

* Coordinate loan closings with external third-party sources/partners. 

* Ensure complete Loan packages are uploaded to the internal original platform 

* Maintain detailed logs and notes in loan files

* Verify loan terms and transaction details to ensure completeness before finalizing the loan. 

* Communicate with members to validate transaction details and repayment information

* Demonstrate expert knowledge of all products and serves offered

* Adhere to all policies and procedures, including security compliance and risk management 

* Know and stay updates on all local, state, and federal laws/regulations related to lending practices. 

Must Have Expert Experience in: 

* Excellent & Clear verbal & written communications with clients and owner on a daily basis

* Experience in processing and funding loans, a focus on boats and RV's is a plus 

* Attention to Detail and strong math skills, ability to thrive in a fast paced work environment

* Skilled in building effective relationships and collaborating with others. 

* Dedicated to providing excellent customer service 

* Familiar with lending guidelines, banking statutes, and credit union policies

* Experience in sales and transactional processing is advantageous. 

* Previous experience in indirect or external lending is preferred. 

 


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