Lending Representative III

First Florida Credit Union • Jacksonville, FL

2d

About The Position

Lending Representative - Jacksonville, FL Do you want to be part of a dynamic institution that is one of the fastest growing credit unions in the country? Become a part of the First Florida Credit Union team where our employees create a culture that enables our organization to be among one of the 100 Best Companies to Work For in Florida as designated by Florida Trend magazine for over a decade. In 2016 we were voted best companies to work for from the Jacksonville Journal. Our employees are the critical element in fulfilling the First Florida Credit Union mission of being a thriving credit union creating value for members by deepening relationships with current members and engaging with potential members. Also, First Florida Credit Union recognizes the importance of benefits that provide financial security for our employees and their families and is committed to providing a competitive benefits package to eligible employees. Role: Fund all approved consumer loan applications processed through the Member Support Center. This includes insuring all loan closing documents are completed properly. Coordinate closing preference with member (i.e. branch, mail, electronically, etc.); prepare closing documents and ensure all disclosures and associated loan documentation is returned prior to loan funding. Assist members and potential members with phone requests; answer questions about products and services; resolve problems that are within their authority to resolve; and refer problems that are beyond their authority to their supervisor along with their recommendations. Review all loan documents for accuracy and completeness, notifies Lending Rep III of any missed files and/or inaccurate or missing information, and disburses loan in a timely manner. Perform post-closing quality assurance and ensure all corresponding documents are forwarded to the appropriate department within the prescribed time frame. Identify cross-sell opportunities and offer products and services to members.

Requirements

• One year to three years of similar or related experience.
• 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.
• Must possess a friendly and professional demeanor.
• A high school education or GED

Responsibilities

• Fund all approved consumer loan applications processed through the Member Support Center.
• Insure all loan closing documents are completed properly.
• Coordinate closing preference with member (i.e. branch, mail, electronically, etc.)
• Prepare closing documents and ensure all disclosures and associated loan documentation is returned prior to loan funding.
• Assist members and potential members with phone requests; answer questions about products and services; resolve problems that are within their authority to resolve; and refer problems that are beyond their authority to their supervisor along with their recommendations.
• Review all loan documents for accuracy and completeness, notifies Lending Rep III of any missed files and/or inaccurate or missing information, and disburses loan in a timely manner.
• Perform post-closing quality assurance and ensure all corresponding documents are forwarded to the appropriate department within the prescribed time frame.
• Identify cross-sell opportunities and offer products and services to members.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED