Loan Processing & Funding Specialist

All In Credit Union; Daleville (AL); On-site; USD 29,000 - 43,000; Full time

Job summary

All In Credit Union in Daleville, AL, is seeking a Centralized Processor to efficiently process and fund loan applications for members. You will handle loan intake, review documents, and coordinate with underwriting to ensure timely funding.

This role emphasizes accuracy, strong customer service, and adherence to lending policies. The position offers opportunities to support members through the loan lifecycle and contribute to departmental goals.

Qualifications

• At least one year of similar or related experience.
• Education: High school diploma or GED.
• Knowledge of BSA/OFAC compliance and ability to assist members with questions concerning BSA.

Responsibilities

• Review and verify loan applications, supporting documentation, and credit reports for completeness and accuracy.
• Communicate with members to clarify and gather additional information as needed.
• Collaborate with underwriters to resolve issues or discrepancies.
• Ensure all loan processing activities comply with internal policies, procedures, and regulatory requirements.
• Prepare loan documents for funding and ensure conditions are met.
• Disburse loan funds to members or third parties according to the terms of the loan agreement.
• Monitor the funding process to ensure timely and accurate disbursement.
• Maintain detailed records of all funded loans and update relevant systems.
• Conduct final reviews of loan files to ensure accuracy and completeness before funding.
• Identify and correct errors or omissions in loan documentation.
• Ensure all required signatures, disclosures, and documents are in place.
• Serve as a primary point of contact for members throughout the loan process.
• Provide clear, concise, and timely communication regarding loan status, conditions, and next steps.
• Address member inquiries and concerns with professionalism and empathy.
• Adhere to lending policies and regulatory requirements; assist in audits and reporting.
• Stay informed about changes in lending regulations and best practices.
• Work with other departments to facilitate smooth processing and funding of loans.
• Provide support and training to junior team members as needed.

Education

High school education or GED

Job description

All In Credit Union in Daleville, AL, is seeking a Centralized Processor to efficiently process and fund loan applications for members. You will handle loan intake, review documents, and coordinate with underwriting to ensure timely funding.

This role emphasizes accuracy, strong customer service, and adherence to lending policies. The position offers opportunities to support members through the loan lifecycle and contribute to departmental goals.