Kitsap Credit Union · 3 hours ago
Centralized Lending Funding Associate
Kitsap Credit Union is a not-for-profit, member-owned financial cooperative dedicated to the financial wellbeing of its members. The Centralized Lending Funding Associate is responsible for guiding members through the final stages of their consumer loan application process, ensuring all documentation is completed accurately and efficiently while presenting final loan options to members.
BankingFinancial Services
Responsibilities
Interact directly with members to finalize consumer loan applications, ensuring a positive and professional experience
Complete all required paperwork and documentation for consumer lending products (signature loan/line of credit, auto loan, personal loan, credit card)
Validate contract numbers and loan details for accuracy and compliance
Discover and present cross-sell opportunities, including loan upgrades and ancillary products (GAP, Service Contracts, Maintenance, etc.)
Deliver a clear and comprehensive final presentation of loan options to members
Prepare and send final loan documents for member signature
Review signed documents for quality control and compliance with lending regulations
Accurately book and fund loans to the member's account in the core system
Maintain up-to-date knowledge of lending compliance regulations and internal policies
Communicate effectively with members, team members, and other departments to resolve issues and ensure timely funding
Demonstrate urgency and efficiency in completing loan documentation and funding processes
Support a positive team environment and contribute to continuous process improvement
Qualification
Required
Excellent verbal and written communication skills
Excellent organizational skills and attention to detail
Excellent time management skills with a proven ability to meet deadlines
Proficient with Microsoft Office Suite software
Benefits
Bonus Target: 5% potential incentive of base pay
Company
Kitsap Credit Union
Kitsap Credit Union helps employees to achieve more by helping them grow professionally through in-house trainings.
Funding
Current Stage
Growth StageLeadership Team
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