Digital Loan Specialist jobs in United States
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Fort Worth Community Credit Union · 20 hours ago

Digital Loan Specialist

Fort Worth Community Credit Union is dedicated to providing excellent member service through knowledgeable and helpful employees. The Digital Loan Specialist is responsible for processing loan applications, conducting member interviews, and managing accounts while ensuring compliance with lending standards and delivering exceptional service.

BankingFinancial ServicesNon Profit

Responsibilities

Efficiently processing loan applications via our online platform and inbound calls from the call center
Conducting member interviews
Cross-selling lending products
Managing new memberships, checking, and share accounts
Delivering exceptional member service
Exhibiting strong attention to detail
Ensuring that each loan application meets the Credit Union’s lending standards
Referring loan applications to underwriting for approval or denial
Communicating lending decisions to members in a timely and professional manner
Complying with all company policies and procedures, applicable laws, and regulations
Supporting other lending areas as needed

Qualification

Lending experienceLoan products knowledgeMeridian LinkXP2Bilingual (English & Spanish)Professional demeanorOffice functions knowledgeTechnology proficiencyAttention to detailCommunication skills

Required

Candidates must possess two to five years of lending experience in a credit union or other financial institution
Must be able to maintain a professional demeanor while performing with extreme accuracy and quality in a fast-paced environment
Effectively balance multiple, simultaneous, and changing priorities
The ability to effectively communicate with tact and discretion is essential
Knowledge of basic office functions is required, including proficiency with current technology (Windows, Office 365, and browser-based applications)

Preferred

Previous experience with Meridian Link and/or XP2 is helpful
Bilingual skills (English & Spanish)

Benefits

Health, Dental, and Vision Insurance
Life Insurance
Long Term Disability Insurance
Flexible Spending Accounts
401(k) Plans (also available for part-time employees)
Paid Holidays (also available for part-time employees)
Generous Vacation and Sick Days (also available for part-time employees)
Employee Assistance Program
Business casual dress code

Company

Fort Worth Community Credit Union

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Fort Worth Community Credit Union is a non-profit organization that provides financial services.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase