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About the Role
Join a company that truly cares about its employees, members, and community. This role underwrites and processes consumer loan applications, ensuring an outstanding member experience, high-quality loan decisions, and quick funding. The Specialist communicates regularly with members, champions digital loan processing solutions, and takes ownership of loan applications through to completion.
Responsibilities
- Successful completion of Lender Certification Program
- Maintain thorough understanding of all regulations governing consumer lending
- Underwrite and process consumer loan applications
- Monitor Lending Center queues to ensure service levels are met
- Communicate directly with members regarding loan applications
- Use a proactive service delivery approach to maximize member interactions
- Render accurate loan decisions in accordance with policies and procedures
- Review approved loans for stipulation completion, rate and term handling, document collection, and identity verification
- Consult with members and recommend products and services
- Be proficient in all technical applications including MeridianLink, FIS, Intranet, and Internet
- Provide professional, quality service to members
- Assist members and internal customers with loan program questions and problems
- Demonstrate a full understanding of policies and procedures for underwriting consumer and student loans
- Utilize personal and telephone interviewing techniques
- Attend all appropriate job-related external and in-house training
- Support annual strategic goals and achieve assigned individual and team goals
- Review credit reports with members
- Offer knowledgeable financial counseling to members
- Evaluate member borrowing history and underwrite loan requests
- Act as a champion for digital loan processing solutions
- Obtain loan documents for the member to reduce effort
- Provide recommendations for efficiencies and new ideas
- Actively participate in Broadview’s community initiatives
- Perform other duties as assigned
Requirements
- High School diploma and minimum of one (1) year of experience in a related field
- Prior experience in underwriting, processing, and closing consumer loans
- Prior experience at Broadview or other financial institution strongly preferred
- Proven ability to review financial statements
- Ability to identify red flags in loan scenarios and supporting documentation
- Prior experience in customer service, specifically cross selling within a financial services environment
- Proficiency in Microsoft Word and Excel
- Strong verbal and written communication skills
- Strong mathematical and analytical skills
- Bilingual individuals fluent in a second language in addition to English are highly encouraged to apply
Skills
- Underwriting
- Loan processing
- Consumer lending
- Customer service
- Financial analysis
- Microsoft Word
- Microsoft Excel
- Verbal communication
- Written communication
- Mathematical skills
- Analytical skills
- Cross-selling
- Financial counseling
Location
- Remote
Work Type
- Full-time
Experience Level
- 1+ year of experience
Education Level
- High School diploma
Salary/Compensations
- $22.62 - $31.67/hr.
Benefits
- Competitive benefits package
About the Company
- Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs.
Equal Opportunity
- All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other status protected by applicable law.