Loan Processing Specialist - Fast-Paced Consumer Lending

San Francisco Federal Credit Union; San Francisco (CA); On-site; USD 88,828,000 - 114,616,000; Full time

Benefits offered by this job

Restaurant d'entreprise

Job summary

San Francisco Federal Credit Union is seeking a Loan Processor in San Francisco, CA to support consumer lending operations by accurately processing loan applications across multiple channels. You will verify, fund loans, and ensure regulatory compliance while coordinating with digital lending platforms and merchant partners.

The role emphasizes managing loan queues, resolving processing issues, and contributing to continuous improvement and cross-selling initiatives to enhance member experience

Qualifications

• Requires a high school diploma or equivalent.
• Minimum of two years' experience in a fast-paced lending environment boarding and servicing various Consumer Loans.
• Knowledge of MeridianLink, LoanStar, and Corelation platforms preferred, but not required.
• Strong verbal and written communication skills with demonstrated ability to communicate professionally at all levels.
• Excellent interpersonal skills; ability to engage authentically and professionally at all levels.
• Self-motivated; able to work efficiently without sustained direct supervision.
• Proficiency in MS Office: Word, Excel, OneNote and Outlook.
• Ability to provide prompt and professional service.
• Must have strong organizational skills and ability to process and follow specific instructions and directives.
• Must possess excellent decision-making skills, be proactive, and have the ability to work in an environment of flexible and changing work policies/procedures

Responsibilities

• Review, verify, and process consumer loan applications across multiple channels, ensuring accuracy, compliance, and timely funding.
• Monitor and manage digital lending workflows, queues, and servicing inboxes to maintain SLAs and production timelines.
• Utilizes professional communication in providing phone/email support (including escalations) for incoming calls and engagement in interviewing applicants for specific loan information.
• Collaborate with team members to review loan requirements, resolve issues affecting approval, and ensure timely release of funded loans.
• Maintain indirect lending SLA turnaround times and support high service levels with merchant partners and auto dealers.
• Maintain strong relationships with Home Lending Solutions merchants and support the GoGreen Lending program.
• Serve as a liaison between members and affiliated merchants to enhance service delivery and satisfaction.
• Partner with members to assess financial conditions and offer creative, tailored lending solutions.
• Actively participates in cross-selling financial products and effectively communicates the benefits and features of each cross-sold product with members.
• Uphold compliance with internal policies, privacy procedures, and regulatory standards to protect member information.
• Participate in continuous improvement efforts, business development activities, and special projects as assigned.
• Partner with members to evaluate financial needs and offer tailored lending solutions; onboard new members and identify financial goals.
• Take the initiative in identifying and implementing process improvements to enhance efficiency and service quality.
• Ensure compliance with internal policies, privacy procedures, and member confidentiality standards.
• Engage in business development through participation in CommunityShare events.
• Participate in regular performance dialogues and commit to continuous self-improvement.
• Perform other duties and special projects as assigned.

Skills

Communication skills

Time management

Self-motivation

Customer service

Education

High school diploma or equivalent

Tools

MS Office

Job description

San Francisco Federal Credit Union is seeking a Loan Processor in San Francisco, CA to support consumer lending operations by accurately processing loan applications across multiple channels. You will verify, fund loans, and ensure regulatory compliance while coordinating with digital lending platforms and merchant partners.

The role emphasizes managing loan queues, resolving processing issues, and contributing to continuous improvement and cross-selling initiatives to enhance member experience