Consumer Loan Specialist jobs in United States
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Fidelity Bank · 1 day ago

Consumer Loan Specialist

Fidelity Bank, founded in 1902, is an industry leader recognized for its exceptional client experience and commitment to the community. As a Consumer Loan Specialist, you will support the consumer loan documentation process, ensuring compliance and providing excellent customer service throughout the loan lifecycle.

BankingCommunitiesFinancial ServicesProfessional ServicesVenture Capital

Responsibilities

Provide an exceptional experience to customers and team members, aligned with Fidelity Bank’s Core Values
Process consumer loan requests by gathering and analyzing information, ensuring compliance with underwriting guidelines
Prepare and review loan documents for closing and post-closing accuracy
Respond to customer and internal inquiries promptly and professionally
Maintain accurate records, logs, and files while coordinating tasks across departments
Ensure adherence to regulatory requirements (HMDA, CRA, ECOA) and complete all compliance training
Engage in ongoing learning and career development opportunities

Qualification

Loan processingCompliance knowledgeCustomer serviceOrganizational skillsCommunication skills

Required

Strong attention to detail
Excellent customer service skills
Commitment to compliance and accuracy
Strong organizational and communication skills
Ability to manage multiple tasks with accuracy and efficiency
Commitment to delivering outstanding customer service
Ensure adherence to regulatory requirements (HMDA, CRA, ECOA)
Complete all compliance training
Engage in ongoing learning and career development opportunities

Preferred

Knowledge of loan processing and compliance is a plus

Company

Fidelity Bank

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Fidelity Bank offers banking services like savings, loans, credit cards, insurance and other financial services.

Funding

Current Stage
Growth Stage

Leadership Team

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Dan Santaniello
President & CEO
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Gene Walsh
Chief Operating Officer
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Company data provided by crunchbase