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Consumer Loan Processor at Soarion Credit Union – San Antonio, Texas
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About This Position
JOIN SOARION in 2025!!
Joining Soarion Credit Union is the career move to make in 2025! Soarion Credit Union offers FREE Health and Dental Coverage for you as an employee, as well as a GENEROUS Paid Time Off (PTO) bank for rest and relaxation away from work! We also offer all paid days off for Federal holidays!
Role:
The Consumer Loan Processor provides excellent service by assisting members with online and Financial Service Centers originated loans. Ensures all indirect loan packages are following Soarion's indirect lending program and funds indirect and direct loans for the Lending department. The Consumer Loan Processor works closely with borrowers, internal departments, and indirect partners to ensure a smooth and timely loan processing experience, while maintaining high standards of quality, compliance, and member satisfaction.
Supervisory Responsibilities: Does not have supervisory responsibilities.
Work Location: This is an onsite position. Occasional remote work may be available for select positions and is subject to prior approval by management.
Duties/Responsibilities:
- Responsible for communicating loan approval or denial decisions to members and non-members. Obtains borrower’s signature on all applicable documents after any underwriting conditions have been met.
- Reviews online originated loan applications to verify that information is complete. Responsible for contacting borrower to verify the borrower information, discuss finance options and other related Soarion Credit Union ancillary product offerings. Also is responsible for gathering missing information or documentation before submitting to underwriting for review.
- Use the credit report to identify opportunities to assist the member with additional financial solutions.
- Accurately calculates and distributes loan proceeds for approved loan products including Soarion Credit Union VISA credit cards.
- Reviews loan packages to ensure all applicable documents are received and verified for accuracy.
- Funding of indirect auto loan packages including, calculating, and distributing loan proceeds and dealership reserves, preparing loan packages for imaging, and other applicable duties.
- Contact external contractor and dealership personnel to gather required documents and information prior to disbursing loan proceeds.
- Contact members to complete a welcome aboard call to verify the borrower’s information, discuss finance terms, insurance, and other related Soarion Credit Union products as well as gathering missing information or documentation.
- Maintain a strong working relationship with members, external contractors, dealership contacts, and internal departments through excellent service and clear communication.
- Efficiently navigate multiple queues, platforms, and software systems necessary for loan processing and documentation.
- Provides support to employees and members concerning lending policies and procedures.
- Performs other duties as assigned.
Knowledge & Skills:
- Excellent knowledge of the principles, procedures, and best practices in the industry.
- Exceptional knowledge of Soarion lending policies and procedures.
- Interpersonal skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
- Self-motivated and excellent time management skills.
- Other skills: Ability to process a high volume of member requests while maintaining productivity and accuracy.
- (1) A high school diploma or equivalent, plus (2) completion of job-related training courses provided by industry vendors, or (3) job-specific skills acquired through similar hands-on experience.
- 1-3 years of Lending experience.
Physical Requirements:
- Position is mostly sedentary activity for approximately seven (7) hours per day. Must have the ability to bend, stoop, walk, or climb upstairs up to one (1) hour per day. Must have the ability to lift, transfer, or move up to 15 lbs. of equipment, supplies, or other materials.
Special Requirements
- Must be bondable
- Must be available to work overtime or Saturdays, as needed.
We are Committed to Equal Opportunity.
Soarion Credit Union believes in equal opportunity for all and is committed to ensuring all individuals have an opportunity to apply for the positions that they are interested in and qualify for without regard to race, religion, ethnicity, national origin, citizenship, gender, gender identity, sexual orientation, age, veteran status, disability, genetic information, or any other protected characteristic. Our Know Your Rights: Workplace Discrimination is Illegal Poster reaffirms this commitment.
Soarion Credit Union is also committed to providing reasonable accommodations to qualified individuals with a disability so that an individual can perform job-related duties. If you are interested in applying for an employment opportunity and require special assistance or an accommodation to apply due to a disability, please contact our Human Resources team at humanresources@soarion.org.
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Job Location
Job Location
This job is located in the San Antonio, Texas, 78245, United States region.