Funding Services Specialist: Loan Funding & Compliance Pro

Cal Coast Credit Union; San Diego (CA); On-site; USD 32,000 - 39,000; Full time

Job summary

Cal Coast Credit Union seeks a Funding Services professional to process and fund consumer loans through the lending channel, auditing documents and verifying income. You will open new accounts and prepare documents for signing, disburse funds, and ensure compliance with BSA/AML policies.

The role requires strong attention to detail, basic POI/VOE experience, and the ability to handle multiple channels of communication to meet service levels and risk controls.

Qualifications

• Requires high school diploma or equivalent plus 2+ years of operational or consumer lending experience.
• Knowledge of DocuSign and MeridianLink (Loans PQ) preferred.
• Ability to gather documentation and verify income/POI or VOE when needed.
• Experience in opening accounts and funding loans per policy.

Responsibilities

• Handle incoming/outgoing calls and emails to assist borrowers, staff, dealers, and lien holders.
• Perform pre-funding reviews to ensure documentation is complete and accurate; satisfy stipulations.
• Perform POI via pay stubs or direct deposits and VOE inquiries when needed.
• Offer credit union protection products and ensure forms/disclosures are complete.
• Open new accounts and fund loans, prepare documents for signing, and disburse funds.

Skills

Loan processing

Customer service

Communication

Auditing

Education

High school diploma or equivalent

Tools

DocuSign

MeridianLink (Loans PQ)

Job description

Cal Coast Credit Union seeks a Funding Services professional to process and fund consumer loans through the lending channel, auditing documents and verifying income. You will open new accounts and prepare documents for signing, disburse funds, and ensure compliance with BSA/AML policies.

The role requires strong attention to detail, basic POI/VOE experience, and the ability to handle multiple channels of communication to meet service levels and risk controls.