Loan Originations Specialist

CU Student Choice Partners•San Antonio, TX

2d•Onsite

About The Position

The Loan Originations Specialist will work directly with a wide variety of members to ensure a stellar and speedy experience from start to finish. The Originations Specialist will act as the loan processor, primary point of contact for our members, and ensure accuracy of certification and disbursement requests. As part of the role, you will review borrower documents, identify any additional documents needed, manage borrower communications, proactively working following up on any outstanding items, identify applications in need of dedicated support, and assist with coordinating resources to for member needs. The Originations Specialist maintains ongoing book of business to track all members assisted as well as specific actions taken, roadblocks encountered and end results. This position is responsible for delivering world class member service at every turn, effectively managing pipeline activities to ensure timely completion and thoroughly documenting the process.

Requirements

High School Diploma or GED, Associates Degree/Bachelor’s Degree or equivalent work experience
Student lending, financial aid, consumer lending or credit union experience strongly preferred
Ability to succeed in a high-volume, fast-paced environment
Excellent written and verbal communication skills
Self-motivated and able to track, prioritize, and ensure completion of multiple concurrent tasks
Excellent people skills
Organized, with a keen attention to detail and follow up
Proficient with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
Ability to handle and safeguard confidential and proprietary information
Exhibit superior professionalism and style in internal and external communications

Responsibilities

Process borrower documentation to complete application process
Use industry and application knowledge to identify what else may be required from members
Work one on one with members throughout their entire application process
Work through loan underwriting and processing with members
Proactively identify applications in need of additional support
Ensure all underwriting requirements are meant on each application
Collaborate with internal partners and clients for member resolution
Process escalated/review requests from beginning to end
Maintain book of business with all members assisted
Thoroughly document all interactions and actions taken
Help coordinate resources for member needs or concerns
Facilitate certification and disbursement functions
Work directly with school personnel for manual requests
Review daily disbursement reports for accuracy
Work with accounting team to ensure consistency and accuracy of all funding requests
Work with leadership to identify opportunities to streamline application fulfillment
Review and screen various reporting to identify members in need of assistance
Perform additional related duties and projects as requested