Beneficial State Bank · 11 hours ago
Consumer Loan Funder
Porterville, CA
Full-time
Hybrid
New Grad, Entry LevelBeneficial State Bank is a B-Corp bank committed to transforming the banking industry by promoting social equity and environmental sustainability. They are seeking a Consumer Loan Funder responsible for reviewing loan applications, ensuring compliance, and maintaining excellent customer service standards.
BankingFinancial ServicesPersonal Finance
Responsibilities
Performs quality assurance to ensure compliance standards are met
Follows-up with outside sources on any missing or questionable documentation and communicates loan status to involved parties
Maintains excellent customer services standards with both internal and external customers
Maintains a case load of multiple loans, accumulates reviews and analyzes documents throughout the loan submission
Prepare documents and input information into ACH system in order to compensate dealerships for purchased contracts
Disburses loans per underwriting guidelines/instruction
Interact with dealership personnel and Beneficial State representatives regarding dealership requests and issues
Performs daily follow-up on pending loans through written and/or oral communication
Maintain and produce various reports for department
Process and mails adverse action notices
Punctual, regular, and consistent attendance
Qualification
Required
Excellent customer service skills
Strong organization & time management skills
Team-oriented, approachable and work well with others
Possess strong oral and written communication skills
Strong math and problem-solving skills
Detail oriented and above average data entry skills
Proficient in use of Microsoft Office applications
Preferred
Bilingual (Spanish) preferred
Benefits
Medical / Dental / Vision / Basic Life / STD / LTD
Vacation Days: 2-4 weeks depending on role
Sick Days: 12 days per year
Holidays: 11 days per year
401(K) / ROTH / FSA / HSA / EAP
Education and Adoption Assistance
Bank-Wide Annual Discretionary Bonus Program
Production-based incentive program available for some roles.
Paid Volunteer Time: 4 days per year / annual match of qualifying employee donations
Paid Sabbatical Program after 5 years of service
Pet Benefits
Company
Beneficial State Bank
Beneficial State Bank is an FDIC-insured Community Development Financial Institution that serves businesses, nonprofit and individuals.
Founded in 2007
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$4.96MKey Investors
Community Development Financial Institutions Fund
2023-04-10Grant· $4.96M
Leadership Team
Randell Leach
Chief Executive Officer
Tyson Smith, CTP
SVP, Chief Technology Officer
Recent News
Business Insider
2024-04-10
Company data provided by crunchbase