Loan Processor II
About The Position
The Loan Processor II supports both Consumer and Mortgage Lending Teams, maintaining proficiency in a primary area (Consumer or Real Estate lending) while expanding skills in the other. The role helps ensure loan packages are accurate, closings run smoothly, and members receive support throughout the process. Responsibilities include coordinating Consumer loan closings; ensuring Mortgage Loan Officers provide complete, accurate documentation for Real Estate loans; completing post-setup tasks such as ordering reports and collecting conditions; and assisting borrowers with appraisal dispute resolution. The role also provides backup support for Consumer Lending queues, dealer requests, and online loan applications. The Loan Processor II prepares closing documents for Consumer loans and simple Real Estate loans, facilitates remote closings using DocuSign, updates applications when changes occur, and provides secondary review of packages prepared by others. The position books, funds, and disburses loan proceeds for Consumer and Real Estate loans, while providing dependable support to everyone involved. Success is measured by accurate, timely loan packages, clear communication, seamless collaboration, strong Consumer Lending product knowledge, effective prioritization, and contributions to individual and organizational goals.
Requirements
- 1–3 years of experience in loan processing.
- High school diploma or GED.
- Excellent interpersonal skills, including the ability to build trust, resolve first-level conflicts, and communicate with tact and discretion.
- Strong attention to detail, organizational skills, and time-management abilities.
- Comfort working extensively with computers and loan systems.
- Commitment to confidentiality, accuracy, and member-focused service.
Nice To Haves
- Real estate processing or lending experience is strongly preferred.
Responsibilities
- Coordinate Consumer loan closings through positive, proactive communication.
- Ensure Mortgage Loan Officers provide complete, accurate documentation for Real Estate loans.
- Complete post-setup tasks for Real Estate loans, including ordering reports and collecting conditions.
- Assist borrowers with appraisal dispute resolution.
- Provide backup support for Consumer Lending queues, dealer requests, and online loan applications.
- Prepare accurate closing documents for Consumer loans, including collateralized loans, personal loans, and credit cards.
- Facilitate remote closings using DocuSign and update loan applications when changes occur.
- Prepare closing documents for simple Real Estate loans and conduct secondary reviews of packages created by others.
- Book, fund, and disburse proceeds for Consumer and Real Estate loans accurately and promptly.
- Support all parties involved in the lending process.
- Set a high-quality example for others and participate in development sessions, applying skills learned.
- Use open communication and continuous growth to help drive positive departmental change.
- Take on additional duties as needed to support the team.
- Maintain friendly, accurate, and transparent communication with members, colleagues, internal partners, and external stakeholders.
- Multitask across closings and priorities while contributing to individual and organizational goals.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
