Loan Transaction Coordinator

SIKORSKY FINANCIAL CREDIT UNION•Stratford, CT

12d•Onsite

About The Position

Sikorsky Credit Union is seeking a Loan Transaction Coordinator to join their Consumer Lending team. This role involves originating, processing, and funding consumer loans, primarily through digital or indirect lending channels. The coordinator will provide exceptional service to members throughout the loan application process and contribute to the credit union's growth and mission of helping members achieve their financial goals.

Requirements

High School diploma or equivalent required.
Minimum of one year of experience working in a production environment (loan processing, branch or call center) preferred.
Knowledge of banking products and services preferred.
Strong desire to achieve production goals.
Excellent non-face-to-face communication and interpersonal skills.
Excellent email and phone skills required.
Familiarity with MS Outlook, Word, and Excel.
Must obtain (within 90 days) and maintain State of CT Individual Producer License (Credit Insurance).

Nice To Haves

Some college coursework in a business-related discipline preferred.

Responsibilities

Originates, processes, and funds consumer loan applications (auto, personal, credit card, etc.) in accordance with department policies and procedures.
Communicates loan program guidelines, rates, terms, and consumer loan process flow to borrowers via phone, email, and other available technology.
Coordinates receipt of all necessary loan documentation from borrower(s) for submission to underwriting.
Funds and disburses consumer loans in assigned pipelines (including internal and external loan payoffs).
Accountable for achieving production goals and service level standards, including originating/funding consumer loan applications, and cross-selling other credit union products and services when appropriate.
Resolves consumer loan quality control stipulations for loans originating through digital or indirect lending channels.
Assists with opening new accounts (as needed) in accordance with department policies and procedures.
Promotes and maintains a positive work atmosphere by communicating in a manner consistent with professional standards to work effectively with members, co-workers, management, and vendors.
Demonstrates the credit union’s core values of Service, Teamwork, Integrity and Responsibility.
Keeps well-informed of industry developments including, but not limited to, changes in regulation and technology.
Ensures adherence to company policies and procedures and banking/credit union regulations.
Performs additional duties as required.