Univest · 1 day ago
Consumer Loan Processor
Souderton, PA
Full-time
Onsite
Entry Level
$15.29/hr - $26.63/hr
1+ years expUnivest Financial Corporation is seeking a motivated Consumer Loan Processor to join their team. In this role, you’ll play a vital part in helping customers achieve their financial goals by ensuring the smooth and timely processing of their loans.
BankingFinanceFinancial Services
Responsibilities
Responsible to comply with laws and regulations that apply to the position, including the Univest Code of Conduct
Pipeline consists of all the loan products, primarily residential secured loans
Ensure timely and independent processing of loan files, in compliance with all applicable laws, regulations, corporate policies and procedures, including:
Review the application package for completeness and conformity to the applicable loan program requirements
Complete and deliver the application and loan disclosures in compliance with the required timeline/regulations for the appropriate loan program
Order and track applicable services such as, Social Security Verifications, IRS tax Transcripts, Appraisal and Title
Request and track additional documentation needed to submit the loan file to underwriting, from the branch and/or borrower
Review and analyze the income documentation and appraisal, calculate income, DTI and CLTV, and validate that the documentation agrees with the loan request
Review the title to ensure the lenders intended lien position. Investigate and resolve any lien and /or judgment issues
Obtain any additional documentation from customer to clear all underwriting conditions and prepare file for closing
Ensure all loans are updated throughout the process in the Encompass or Meridian Link
Monitor pipeline to ensure that all regulatory timeframes are met
Perform Additional Duties As Requested/required
Qualification
Required
High school diploma or equivalent to 1+ years of experience in Mortgage or Consumer banking
Ability to work in a fast-paced environment while interacting with branch staff, sales staff, vendors, and customers
Must be highly organized, detail oriented, and able to work with multiple deadlines
Demonstrated ability to work through and resolve problems
Must possess a positive attitude, strong communication and customer service skills
Preferred
Knowledge Of Consumer Loan Guidelines, Regulations And Requirements
Knowledge of Microsoft Office, Encompass 360, and Meridian link systems
Benefits
Health Insurance: Medical, dental and vision coverage (single or family; begins the first of the month following start date)
Retirement Plan: Participation in 401(k) plan with up to a 3% employer match after 6 months of employment
Paid Time Off (PTO): 15 days annually (prorated your first year)
Short Term Disability: 720 hours of sick time with a doctors note after 6 months of service
Holiday Time Off: 11 paid holidays
We offer company paid life insurance: as well as other supplemental insurances
Tuition reimbursement
Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement
Discounts: on loan products
Professional development trainings
Company
Univest
Univest is a regional bank that provides financial solutions for individuals, businesses, municipalities and nonprofit organizations.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$100M2025-11-06Post Ipo Debt· $50M
2022-11-07Post Ipo Debt· $50M
2000-01-14IPO
Leadership Team
Eric W. Conner
Chief Information Officer (EVP), Chief Technology Officer (EVP), e-Commerce Director (VP / SVP)
Brian Richardson
Chief Financial Officer
Recent News
Univest Financial Corporation
2025-11-07
Univest Financial Corporation
2025-10-09
Univest Financial Corporation
2025-07-24
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