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Loan Production Specialist

2 months ago

San Jose, California, United States Technology Credit Union Full time
{"Job Title": "Loan Production Specialist", "Job Summary": "We are seeking a highly skilled Loan Production Specialist to join our team at Technology Credit Union. As a Loan Production Specialist, you will be responsible for the maintenance and follow-up of loan and membership applications received from non-branch sources. Your primary focus will be on loan production with associated sales goals.", "Responsibilities": "
  • Maintain a thorough understanding of all loan products, features, and documentation, as well as the steps and timelines involved in the origination and funding process.
  • Process all membership applications received through the website and the Lending Center/Member Contact Center channel, and provide timely and relevant information to members.
  • Accurately explain the features and benefits of primary products sold, and maintain knowledge of the marketplace and competition.
  • Identify referral and cross-sell opportunities, and maintain a high level of availability for calls.
  • Respond to member inquiries, resolve concerns, and find resolution for escalated issues.
  • Act as the primary member contact for loan services and products, and lead research on complex issues.
  • Take action on sales to complete transaction details, and follow up with members to ensure referred products/services meet their needs.
  • Implement and meet the Home Equity Line of Credit (HELOC) service level agreement (SLA) guideline, and coordinate remote signings with members and the processing center.
  • Gather and disseminate documents and information necessary for application analysis and loan disbursal.
  • Incorporate good due diligence habits in verification of all information on loan and membership applications for fraud prevention.
  • Clearly communicate decisions to members, and monitor agent display to maintain appropriate call flow and abandonment rate.
  • Plan outbound calls to maintain adequate department phone coverage and promote efficient time management.
  • Maintain complete and accurate notes on loan and membership application event history.
", "Work Schedule": "Full-time; typically 40 hours/week, with a 7:45am-6:00pm window, plus rotating Saturdays 9:45am-2:15pm, and occasional overtime.", "Workplace Essentials": "
  • Supports Tech CU's Mission and Vision, and consistently demonstrates Tech CU's Values (Accelerate, Collaborate, Innovate, & Cultivate).
  • Meets with manager on a regular basis to discuss goal alignment, performance metrics, and development plans.
  • Complies with Tech CU policies and procedures.
  • Upholds employee Code of Conduct and Business Ethics, and ensures confidentiality of the workplace.
  • Complies with requirements imposed by federal, state, and local regulatory agencies.
  • Adheres to internal control and security measures designed to ensure regulatory compliance and mitigate losses and errors.
", "Qualifications": "
  • High School diploma or equivalent work experience is required.
  • 2-3 years' increasing experience in related disciplines, including consumer loans, other financial products, in a sales and service environment, within a credit union or other financial institution.
  • Excellent verbal and written communications skills.
  • Good time-management skills.
  • Awareness of consumer loan products, applications, and regulations.
  • Possess solid PC skills.
  • Strong sales/service, organization, and team orientation skills.
  • Meets individual product referral goals as outlined by management.
  • Achieves a regular Call/Email average of 90% or better.
  • Ability to work in a team environment.
  • Possess analytical, organizational, and problem resolution skills.
  • Knowledge of Tech CU products and service applications, rules, regulations, policies, and procedures.
", "Licensing": "Upon employment, must enroll and maintain registration with Nationwide Multistate Licensing System (NMLS) under Tech CU's company registration.", "Typical Working Conditions": "Office environment with member interaction via phone.", "Equipment Used": "Routinely uses standard office equipment, including computer, phone, copier, and other devices.", "Physical Requirements": "
  • Ability to sit 92% of the day.
  • Reading a computer screen and perform keyboarding tasks for up to 80% of the day.
  • Listening/speaking to others for 92% of time during which one is seated.
", "Equal Employment Opportunity": "Technology Credit Union is an Equal Opportunity Employer. All qualified employees and applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetic information, age, disability, veteran status, or any other legally protected basis.", "Pay and Benefits": "This is a grade 102 position, with a salary range from $51,000 to $71,000 with bonus potential of 5%. The anticipated range for new hires is between the low-end and midpoint of the range, depending on experience. Tech CU is a pay-for-performance organization that benchmarks base pay to the 50th percentile of our market and we provide incentive-based compensation aligned with successful accomplishment of individual and corporate goals. The salary mentioned above is based on working in San Jose, CA. Salaries are based on the geographic location in which you live if working remotely.", "Additional Benefits": "Tech CU provides health care benefits, life and disability insurance, 12 paid holidays, and 401k with a company match; along with employee-paid voluntary benefits. 5.54 Paid Time Off (PTO) hours accrue per bi-weekly paycheck (18 days per year) and will increase with length of service. Eight hours of Voluntary Time Off (VTO) are granted to full-time employees annually to dedicate time to charitable organizations. Leaves of absences are available in adherence with state and federal regulations."}