Lending Admin

Workway, Inc.•San Diego, CA

46d

About The Position

We are a professional staffing firm, working with organizations across the country to place exceptional candidates. We currently have a Lending Admin opportunity with an established credit union that offers a supportive work environment, competitive benefits, career growth opportunities, and a strong commitment to work-life balance. As part of the team, you'll have the chance to make a meaningful impact in the community while helping members achieve financial success. The Lending Admin is responsible for the specific duties listed below. Your specific duties will include: Assisting the Lending department and staff with all clerical duties. Providing excellent customer service. Performing data entry tasks with accuracy and efficiency. The primary function of this role is to reach out to newly pre-approved applicants, review approval terms, and collect any missing application information via phone and email.

Requirements

High school diploma or equivalent.
2 years of administrative or clerical experience.
Ability to handle multiple tasks simultaneously, prioritize effectively, and meet deadlines.
PC literacy and proficiency with a ten-key adding machine, calculator, and online data processing systems (e.g., Word, Excel, etc.).
Excellent interpersonal and collaboration skills, with the ability to develop and maintain positive working relationships.

Nice To Haves

One year of customer service experience preferred.
Lending experience a plus.

Responsibilities

Assisting the Lending department and staff with all clerical duties.
Providing excellent customer service.
Performing data entry tasks with accuracy and efficiency.
Reaching out to newly pre-approved applicants, reviewing approval terms, and collecting any missing application information via phone and email.