Loan Document Specialist

2 weeks ago

Denver, United States Clean Energy Credit Union Full time

Clean Energy Credit Union is passionate about promoting clean energy to protect our environment and improve our economy.

Our focus is on providing clean energy loans that reduce the cost of living for members while also decreasing their environmental footprint. We envision a world where everyone can participate in the clean energy movement.Primary Purpose of Position:

The Loan Documentation Specialist is a key member of Clean Energy Credit Unions loan team; ensuring that our members loan applications are processed quickly and efficiently. This roles primary responsibility is assisting our loan officers with the coordination, preparation, and review of all loan documentation. This includes reviewing documents to ensure they are accurate and complete, and executing appropriate member follow up as needed. The Loan Documentation Specialist also helps to review and onboard loans to the credit unions core operating system. This role frequently engages with members directly via email and phone to address loan documentation questions. This position may be eligible for remote work.Job Description

Essential Functions:

Maintains checklists for loan documentation.Uploads and/or scans documents and verifies documents are stored and viewable through imaging system.Prepares loan documents for closing of secured and unsecured consumer loans.Research member requests and requests from auditors/examiners.Verifies accuracy of loan information and completeness of documents needed for loan to proceed to disbursement.Collaborates with contractors to obtain documentation for review when necessary.Works with borrowers and contractors as needed to complete loan documentation.Provides high level of member service when communicating with members as well as coworkers.Assists team members with loan closing and the remittance of loan funds.Provides accurate information about credit union policies, procedures, and services to members.Initiates ACH loan payment.Maintains a thorough understanding of current state and federal laws and regulations.Assists with projects, internal operations, and other duties as requested.

Desired Job Competencies

Detailed knowledge of the credit unions products, services, policies, and procedures.Excellent organizational and analytical skills.Ability to perform multiple tasks.Proficient in Microsoft Office products.Strong written and verbal communication skills.Detail oriented.Ability to act in a professional manner, with strong customer service and phone skills.Consistently maintains a positive and supportive attitude.Ability to collaborate and work closely with a team.Capable of working and thriving in a fast-paced environment.Bi-lingual is a plus.Desired Education and Work Experience

Minimum of a high school degree or equivalent required.1 to 2 years of experience working in an office environment, data entry or a financial institution.Associates or bachelors degree may be substituted for experience.Understands and complies with all annual mandated training that pertains to the position including but not limited to Bank Secrecy Act/Anti-Money Laundering/OFAC/Cybersecurity/Diversity & Anti-Harassment/Fair Lending

Working Environment/Physical Activities

This job operates in a professional office environment and may be eligible for remote work. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job.

Sedentary computer work.Position is subject to irregular hours.May require occasional travel to attend off-site meetings and or conferences.Must be able to lift 35 lbs.Ability to read, write, and understand English fluently.Powered by JazzHR
#J-18808-Ljbffr

  • Senior Loan Delivery Specialist

    1 week ago

    Denver, United States Richmond American Full time

    We are looking for a Senior Loan Delivery Specialist to join our Home. American Mortgage team. This position will assist the Manager and department personnel with the receipt of closed loan documents and upload to LOS. The Loan Delivery Specialist wi Delivery Specialist, Delivery, Specialist, Senior, Construction, Business Services

  • Loan Specialist

    4 weeks ago

    Denver, United States The Savings Group Full time $36,000

    Loan Specialist - SalesWE ARE AUTOPAY!We are currently only able to consider candidates in Colorado area that are able to commute and be onsite in our Denver Tech Center office. ABOUT USAUTOPAY is an innovative FinTech company that is powering finance in the age of mobility. We function as a virtual Finance & Insurance office, finding our customers the...

  • Loan Specialist

    5 days ago

    Denver, Colorado, United States The Savings Group Full time

    Loan Specialist - SalesWE ARE AUTOPAYWe are currently only able to consider candidates in Colorado area that are able to commute and be onsite in our Denver Tech Center office. ABOUT USAUTOPAY is an innovative FinTech company that is powering finance in the age of mobility. We function as a virtual Finance & Insurance office, finding our customers the...

  • Loan Specialist

    3 weeks ago

    Denver, United States The Savings Group Full time $36,000

    Loan Specialist - SalesWE ARE AUTOPAY!We are currently only able to consider candidates in Colorado area that are able to commute and be onsite in our Denver Tech Center office. ABOUT USAUTOPAY is an innovative FinTech company that is powering finance in the age of mobility. We function as a virtual Finance & Insurance office, finding our customers the...

  • Pre-Underwriting and Loan Closing Specialist

    5 days ago

    Denver, Colorado, United States Colorado Enterprise Fund Inc Full time

    Job DescriptionJob DescriptionDescription:Overview of Org/PositionColorado Enterprise Fund (CEF) is a nonprofit organization dedicated to the success of small businesses. We're committed to creating meaningful impact in Colorado's communities by providing equitable access to funding for entrepreneurs who cannot access bank loans and other financial...

  • Pre-Underwriting and Loan Closing Specialist

    1 week ago

    Denver, United States Colorado Enterprise Fund Inc Full time

    Job DescriptionJob DescriptionDescription:Overview of Org/PositionColorado Enterprise Fund (CEF) is a nonprofit organization dedicated to the success of small businesses. We’re committed to creating meaningful impact in Colorado’s communities by providing equitable access to funding for entrepreneurs who cannot access bank loans and other financial...

  • Loan Specialist

    4 weeks ago

    Denver, United States AUTOPAY Full time $36,000 - $145,000

    ABOUT US:The Savings Group is an innovative FinTech company that is powering finance in the age of mobility. We function as a virtual Finance & Insurance office, finding our customers the perfect lender for their car loan or refinance. This means we're able to solidify our customers' auto loans prior to going to the dealership, and our marketplace of...

  • Loan Specialist

    4 weeks ago

    Denver, United States AUTOPAY Full time

    ABOUT US:The Savings Group is an innovative FinTech company that is powering finance in the age of mobility. We function as a virtual Finance & Insurance office, finding our customers the perfect lender for their car loan or refinance. This means we're able to solidify our customers' auto loans prior to going to the dealership, and our marketplace of...

  • Pre-Underwriting and Loan Closing Specialist

    2 weeks ago

    Denver, United States Colorado Enterprise Fund Inc Full time

    Job DescriptionJob DescriptionDescription:Overview of Org/PositionColorado Enterprise Fund (CEF) is a nonprofit organization dedicated to the success of small businesses. We’re committed to creating meaningful impact in Colorado’s communities by providing equitable access to funding for entrepreneurs who cannot access bank loans and other financial...

  • Loan Specialist

    3 weeks ago

    Denver, United States AUTOPAY Full time

    ABOUT US:The Savings Group is an innovative FinTech company that is powering finance in the age of mobility. We function as a virtual Finance & Insurance office, finding our customers the perfect lender for their car loan or refinance. This means we're able to solidify our customers' auto loans prior to going to the dealership, and our marketplace of...

  • Loan Specialist

    3 weeks ago

    Denver, United States AUTOPAY Full time $37,000 - $145,000

    ABOUT US:The Savings Group is an innovative FinTech company that is powering finance in the age of mobility. We function as a virtual Finance & Insurance office, finding our customers the perfect lender for their car loan or refinance. This means we're able to solidify our customers' auto loans prior to going to the dealership, and our marketplace of lenders...

  • Loan Specialist

    3 weeks ago

    Denver, United States AUTOPAY Full time

    ABOUT US:The Savings Group is an innovative FinTech company that is powering finance in the age of mobility. We function as a virtual Finance & Insurance office, finding our customers the perfect lender for their car loan or refinance. This means we're able to solidify our customers' auto loans prior to going to the dealership, and our marketplace of lenders...

  • Loan Specialist

    4 days ago

    Denver, Colorado, United States AUTOPAY Full time

    ABOUT US:The Savings Group is an innovative FinTech company that is powering finance in the age of mobility. We function as a virtual Finance & Insurance office, finding our customers the perfect lender for their car loan or refinance. This means we're able to solidify our customers' auto loans prior to going to the dealership, and our marketplace of lenders...

  • Loan Specialist

    3 weeks ago

    Denver, United States AUTOPAY Full time $37,000 - $145,000

    ABOUT US:The Savings Group is an innovative FinTech company that is powering finance in the age of mobility. We function as a virtual Finance & Insurance office, finding our customers the perfect lender for their car loan or refinance. This means we're able to solidify our customers' auto loans prior to going to the dealership, and our marketplace of lenders...

  • Documentation Specialist

    4 weeks ago

    Denver, United States Rose International Full time

    Date Posted: 04/29/2024 Hiring Organization: Rose International Position Number: 463071 Job Title: Documentation Specialist Job Location: Denver, CO, USA, 80202 Work Model: Onsite Employment Type: Temporary Estimated Duration (In months): 12 Min Hourly Rate($): 20.00 Max Hourly Rate($): 24.50 Must Have Skills/Attributes: Adobe, Documentation, Filing, MS...

  • Documentation Specialist

    3 weeks ago

    Denver, United States Rose International Full time

    Date Posted: 04/29/2024 Hiring Organization: Rose International Position Number: 463071 Job Title: Documentation Specialist Job Location: Denver, CO, USA, 80202 Work Model: Onsite Employment Type: Temporary Estimated Duration (In months): 12 Min Hourly Rate($): 20.00 Max Hourly Rate($): 24.50 Must Have Skills/Attributes: Adobe, Documentation, Filing, MS...

  • Documentation Specialist

    4 days ago

    Denver, Colorado, United States Rose International Full time

    Date Posted: 04/29/2024 Hiring Organization:Rose International Position Number:Job Title:Documentation Specialist Job Location: Denver, CO, USA, 80202 Work Model:Onsite Employment Type: Temporary Estimated Duration (In months): 12 Min Hourly Rate($): 20.00 Max Hourly Rate($): 24.50 Must Have Skills/Attributes: Adobe, Documentation, Filing, MS OfficeOnly...

  • Retail Loan Collections Specialist

    4 weeks ago

    Denver, United States OneMain Financial Full time

    At OneMain , Consumer Loan Sales Specialists empower customers – listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career .    Deliver results related to individual and branch...

  • Consumer Loan Sales Specialist

    2 weeks ago

    Denver, United States Hiring Now! Full time

    At OneMain, Consumer Loan Sales Specialists empower customers listening to their needs and providing access to friendly, fast, and affordable financing for lifes expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career. In the Role Deliver results related to individual and branch...

  • Consumer Loan Sales Specialist

    4 weeks ago

    Denver, United States OneMain Financial Full time

    At OneMain, Consumer Loan Sales Specialists empower customers – listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career.     In the Role   ·       Deliver results...