Lending Associate

Wellby Financial • Webster, TX

2d • Onsite

About The Position

The Lending Associate provides operational and member service support for Wellby's consumer and mortgage loan portfolios. This entry-level position is responsible for assisting members with loan servicing needs, processing routine servicing transactions, maintaining accurate loan records, and supporting the day-to-day administration of consumer and mortgage loans. The role supports the accuracy, quality, and timely processing of loan servicing activities while helping ensure compliance with established policies, procedures, regulatory requirements, and internal controls. Working closely with team members across the lending function, the Lending Associate contributes to the efficient servicing of loan accounts and the delivery of a positive member experience.

Requirements

• High School diploma or equivalent required.
• Basic knowledge of loan servicing, financial services, accounting principles, or financial recordkeeping; relevant coursework, internships, member service experience, or prior clerical/administrative experience preferred.
• Proficient in Microsoft Office Suite, particularly Outlook, Word, and Excel; experience with financial, lending, or loan servicing systems is a plus.
• Strong attention to detail, organizational skills, and the ability to accurately process transactions and maintain records.
• Bondable

Nice To Haves

• relevant coursework, internships, member service experience, or prior clerical/administrative experience preferred.
• experience with financial, lending, or loan servicing systems is a plus.

Responsibilities

• Provide friendly, professional, and accurate service to members regarding consumer and mortgage loan accounts.
• Process and post loan payments, corrections, adjustments, and other servicing transactions in accordance with established procedures and authorization limits.
• Assist members with consumer and mortgage loan payoff requests, payment research, and account inquiries.
• Maintain accurate loan records and update member and loan information within applicable servicing systems.
• Review loan accounts and servicing documentation for completeness and accuracy.
• Assist with mortgage escrow administration activities, including taxes and insurance, as assigned.
• Assist with tracking insurance coverage and other required documentation for consumer and mortgage loans.
• Prepare and distribute routine member correspondence, notices, statements, and other loan servicing documents.
• Scan, index, upload, and maintain loan documents within Wellby's document management systems.
• Perform routine quality control reviews to help ensure loan servicing records and documentation are complete and accurate.
• Identify discrepancies or servicing issues and escalate them to the appropriate team member or supervisor for resolution.
• Follow established procedures and internal controls designed to safeguard member information and Wellby assets.
• Participate in departmental training and cross-training to develop knowledge of consumer lending, mortgage servicing, and loan servicing operations.
• Assist with user testing and validation activities related to lending system enhancements, process improvements, and new products, as assigned.
• Support the maintenance of operational procedures, forms, job aids, and other departmental documentation.
• Assist with tracking operational issues, system updates, and process improvement initiatives, as needed.
• Performs other related duties as assigned.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: High school or GED