Consumer Loan Processor I
At OnPath Federal Credit Union, we share a passion for delivering exceptional service.
Your primary role will involve building relationships with our members, offering personalized solutions and identifying opportunities to help them achieve financial success.
If you thrive in an environment with team members who truly enjoy what they do and you are sales driven and motivated to succeed, then OnPath is the place for you!
Voted five years in a row as one of the Top 40 Places to Work by the Times Picayune, we offer:
- Competitive Compensation
- Impressive Benefits Package including Medical, Dental, Life Insurance, and 401(K) Plan
- Paid Vacation and Sick Time, and more
Interested? Become part of the OnPath team that believes exceptional service defines the core of who we are.
SCOPE:
As a dedicated member of the OnPath FCU team, this role performs a variety of tasks that in partnership with the surrounding departments, provides cost effective financial services for the benefit of our members who are our primary focus. Our core values are what make us E.P.I.I.C. We are Empathetic to the vast situations and needs of our member's and to each other. We are Passionate about the financial growth and success of our members. We are Innovative in our ideas and goals to remain at the top of our class in financial services. Our Integrity is not an option. We require our employees to be honest and have strong moral principles. We are Committed to our promise to be the best financial advocates for our members and the communities we serve.
PRIMARY FUNCTIONS:
Conducts daily business interactions and maintains constant alignment with OnPath mission, culture, and core values. Encourages others to act with mission, culture, and core values in mind always. Initiative and judgment are required in the absence of specific direction from management. Ensures value through decision making that supports credit union goals and interests.
KEY AREAS OF RESPONSIBILITY:
- Has a thorough knowledge of the documents required for each loan and has the skill to obtain the required information in a friendly and efficient manner.
- Has thorough knowledge of the loan products and requirements.
- Detailed oriented, follows directions with ease and consistency and checks for quality work.
- Communicates clearly with Team members to quickly serve the members needs with every loan type.
- Files loan documents, reviews loan documents for completeness, and prepares loan documents for imaging.
- Is responsible for maintaining current information in employee handbook.
- Is responsible for maintaining the supplies and promotional materials in the loan department.
- Performs tasks assigned by supervisor, which are commensurate with position.
BASIC REQUIREMENTS:
- A high level of interpersonal skills to communicate information, policies, procedures, and objectives effectively throughout the credit union to internal and external members.
- Knowledge of loan policies and products and services. Prior loan processing experience preferred.
- Accuracy in the recording of daily transactions.
- Procedural knowledge of interviewing skills and techniques.
- High School diploma or equivalent. Some college preferred.
DISCLAIMERS AND WORK ENVIRONMENT
Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management. The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle or feel, reach with hands and arms, view customer information, and talk or hear. The employee frequently is required to stand and walk. The employee must regularly lift and/or move up to 5 pounds and frequently lift and/or move up to 25 pounds.
OnPath FCU is an EOE/M/F/Disability/Veteran