Lending Services Specialist II

Canvas Credit Union•Lone Tree, CO

10h•$23 - $25•Hybrid

About The Position

The Lending Services Specialist II is responsible for creating an exceptional member experience by processing loan documents for home equity loans, auto loans, credit cards and signature loans in a timely and accurate manner. The Lending Services Specialist II will work with members and Canvas team members for all channels including the branches, communication center and online to collect documents, verify documents meet underwriting stipulations and create closing documents.

Requirements

Excellent verbal, written and interpersonal communication skills with the ability to explain programs, loan terms, features, policies and benefits to members and business partners.
Strong relationship building and teamwork skills.
Excellent attention to detail.
Excellent organizational and time management skills with ability to work independently and manage multiple priorities.
Excellent analytical and problem-solving skills.
Solid knowledge and understanding of Canvas’ financial products and services.
Proficient in MS Office (Outlook, Excel, Word).
Ability to calculate APR, debt to income ratios, loan values, discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
Ability to maintain confidences.
High school diploma or GED; additional education and training is a plus.
One to three years of loan processing experience.

Nice To Haves

Multi-lingual capabilities to include Spanish are a plus.

Responsibilities

Contact members within agreed service level agreements to obtain needed documentation.
Process consumer loan applications within established guidelines, policies, procedures and timelines.
Provide an exceptional experience to our members and Canvas team members in alignment with Canvas’ core values.
Review each loan application to ensure that all required information has been recorded.
Consistently maintain Service Level Agreements for contacting members and scheduling loan closings.
Request and review residential appraisals to ensure documentation meets underwriting stipulations.
Request and review residential title policies to ensure correct lien position.
Request and review income documentation provided by borrowers.
Create accurate documentation for loan closings.
Accurately prepare documents for lien releases.
Facilitate the clearing of all underwriting conditions by working with branch Canvas team members, third party vendors, and Canvas members.
Research and resolve internal and external member issues in a timely, consistent and professional manner.
Serve as a lending point of contact for branches and communication center.
Actively promote and contribute to the achievement of organizational goals.
Comply with all related compliance requests and requirements.
Follow all safety and security guidelines to properly safeguard member and organization assets.
Recommend and help develop and implement new policies and procedures.
Embrace ongoing education and learn/apply new skills and software applications.
Maintain up-to-date and accurate filing system.
Regular attendance and punctuality are essential functions of the job.
Perform other job duties as assigned.