Loan Processing Specialist

2 weeks ago


Cincinnati, Ohio, United States TruPartner Credit Union Full time
TruPartner Credit Union is seeking a detail-oriented and organized full-time Loan Processing Specialist to assist our Lending Department with essential clerical tasks. If you possess a keen eye for detail and a passion for delivering exceptional customer service, this role may be the perfect fit for you.

COMPENSATION AND BENEFITS: We offer a comprehensive benefits package that includes health, dental, vision, and prescription coverage. Employees receive life and disability insurance at no cost, along with immediate enrollment in our 401(k) plan, complimentary parking, and access to an onsite gym available 24/7. Our generous Paid Time Off (PTO) policy includes 9 paid holidays, 24 hours/year dedicated to volunteering, and 2 paid in-service days. We also provide tuition and student loan assistance to support your educational goals.

POSITION OVERVIEW:
  • Loan Fund Management: Process loans initiated by dealer-partners, ensuring all documentation is complete and accurate. Collect necessary paperwork for underwriting and address any missing information promptly.
  • Loan Modification Processing: Handle requests for changes to loan terms, including skip-a-payment requests and adjustments to payment schedules, in accordance with established policies.
  • File Organization: Maintain and organize loan files, ensuring that both digital and hard copies of documents are accurately stored and easily accessible.
  • Post-Closing Audits: Conduct audits on funded loans to verify compliance with all disclosures and underwriting requirements, reporting any discrepancies to management.
ADDITIONAL RESPONSIBILITIES:
  • Support the Loan Servicing Manager and/or VP of Lending with various special projects as needed.
  • Prepare files for external audits and assist in reorganizing documentation post-audit.
  • Perform other related duties as assigned.
PERFORMANCE INDICATORS:
  • Timely and accurate submission of records and reports.
  • Maintenance of up-to-date and precise loan files.
  • Successful completion of external audits with minimal findings.
  • Effective collaboration with team members and management.
  • Adherence to established loan processing policies and procedures.
  • Upholding the credit union's professional reputation.
QUALIFICATIONS:

Education: High school diploma or equivalent required.
Knowledge: Familiarity with loan products and processing procedures is essential.
Experience: One to two years of relevant office experience preferred.
Skills: Proficient typing skills, strong verbal communication abilities, and proficiency in using calculators and computer applications. Exceptional organizational skills and attention to detail are crucial.

ABOUT TRUPARTNER CREDIT UNION: Founded in 1937, TruPartner Credit Union has a rich history of serving our members with dedication and integrity. We are committed to providing a range of financial products designed to help our members achieve their economic goals. Our team is comprised of friendly and knowledgeable professionals who foster a collaborative environment, ensuring opportunities for career growth and development.

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