Loan Center Specialist - Production & Service

Technology Credit Union; San Jose (CA); On-site; USD 56,000 - 73,000; Full time

Benefits offered by this job

Health coverage

Retirement plan

Paid holidays

PTO

VTO

FSA

Voluntary benefits

Job summary

Technology Credit Union is seeking a Lending Center Consultant in San Jose, CA to manage loan and membership applications from non-branch channels, guiding applicants and scheduling document signings through branches, e-signature, or remote signing.

The role centers on loan production with sales goals, providing timely information and coordinating signings, while ensuring compliance and excellent member service.

Qualifications

• High School diploma or equivalent work experience is required.
• 2-3 years' increasing experience in related disciplines, including consumer loans, other financial products, in a sales and service environment.
• Licensing: Upon employment, must enroll and maintain registration with Nationwide Multistate Licensing System (NMLS) under Tech CU’s company registration.

Responsibilities

• Maintains knowledge of loan products/features/documentation and funding timelines from origination to funding.
• Processes membership applications received through various channels and cross-sell relevant products and services.
• Explains features, benefits and campaigns of primary products; stays informed about marketplace competition.
• Responds to information requests, resolves member concerns, and escalates issues as needed.
• Acts as primary member contact regarding progress of loan services until funded and guides complex issues.

Education

High School diploma or equivalent

Job description

Technology Credit Union is seeking a Lending Center Consultant in San Jose, CA to manage loan and membership applications from non-branch channels, guiding applicants and scheduling document signings through branches, e-signature, or remote signing.

The role centers on loan production with sales goals, providing timely information and coordinating signings, while ensuring compliance and excellent member service.