Service Finance Consumer Loan Processor

TruistBoca Raton, FL
Onsite

About The Position

Responsible for the timely and accurate processing of Home Improvement loans according to established work flow, procedures, and regulations. This role involves ensuring all contract and applicant information is accurately verified and entered correctly, following up with clients on outstanding stipulations, verifications, or documents, and performing detailed reviews of documentation to ensure loans meet credit guidelines. The position also requires developing and maintaining positive working relationships, meeting or exceeding production targets, managing multiple loan files, and escalating any problems that may arise.

Requirements

  • High school diploma or equivalent education and related training or experience
  • Excellent problem solving skills
  • Excellent written and verbal communication skills
  • Excellent organizational and time management skills
  • Ability to work in a fast paced environment
  • Works well in a team environment
  • Ability to input data accurately and quickly
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
  • English language fluency

Nice To Haves

  • Six months loan processing experience

Responsibilities

  • Ensure all contract and applicant information is accurately verified and entered correctly.
  • Follow up with clients on any outstanding stipulations, verifications, or documents needed to complete the processing of loans.
  • Perform detailed review of all documentation to ensure that loans meet credit guidelines.
  • Develop and maintain positive working relationship with co-workers, clients and business partners.
  • Meet or exceed production targets.
  • Manage multiple loan files at one time, each with minimal amount of complexity.
  • Escalate any problems that may arise.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Disability insurance
  • Accidental death and dismemberment insurance
  • Tax-preferred savings accounts
  • 401k plan
  • Vacation days
  • Sick days
  • Paid holidays
  • Defined benefit pension plan
  • Restricted stock units
  • Deferred compensation plan
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