Loan Processor Specialist

San Francisco Federal Credit Union; San Francisco (CA); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Health insurance plans

Generous PTO

401(k) plan

Profit sharing

Bi-annual bonuses

Tuition reimbursement

Job summary

San Francisco Federal Credit Union is seeking a Loan Processor Specialist at our Golden Gate Branch in San Francisco. The role supports GoGreen, HomeSolutions, and Indirect Auto lending programs, ensuring accurate processing, funding, and administration of loans while maintaining regulatory compliance.

The position collaborates with members, dealers, and internal teams to drive efficient loan origination, portfolio management, and process improvements, contributing to member satisfaction and

Qualifications

• Requires a high school diploma or equivalent.
• Minimum of two (2) years of experience in a consumer lending environment, including loan processing, boarding, funding, and servicing activities.
• Knowledge of MeridianLink, LoanStar, Corelation Keystone, or similar loan origination and core Processing Systems preferred but not required.
• Strong knowledge of consumer lending practices, loan documentation requirements, and regulatory compliance standards.
• Excellent verbal and written communication skills with the ability to communicate professionally and effectively with members, contractors, merchants, dealers, and colleagues at all levels.

Responsibilities

• Review, verify, and process consumer loan applications for GoGreen, HomeSolutions, and Indirect Auto lending programs, ensuring accuracy, compliance, and timely completion.
• Monitor and manage loan pipelines, digital lending workflows, processing queues, servicing inboxes, and funding activities to meet SLAs and production goals.
• Provide professional phone and email support to members, contractors, merchants, dealers, and internal partners, including handling escalated inquiries and gathering required loan documentation.
• Collaborate with underwriters, lending staff, merchants, dealers, and business partners to resolve application issues, satisfy loan conditions, and facilitate timely loan funding and portfolio administration.
• Maintain strong relationships with Home Lending Solutions merchants, GoGreen partners, and indirect auto dealers to support program performance and portfolio growth.

Skills

Verbal communication

Written communication

Interpersonal skills

Multitasking

Microsoft Office

Attention to detail

Confidentiality

Education

High school diploma

Tools

MeridianLink

LoanStar

Corelation Keystone

Job description

Who Are We?

With an “A” health rating and solid year-over-year growth, San Francisco Federal’s (SFF) membership is now over 43,000 with assets surpassing $1.3 billion and branches located in San Francisco, San Mateo, Alameda, and Contra Costa Counties. Continuing along it highly successful growth trajectory, San Francisci Federal is seeking a Loan Processor Specialist for our Golden Gate Branch in San Francisco.

The Position

The Loan Processor plays a critical role in supporting San Francisco Federal Credit Union’s (SFFedCU) consumer lending operations through the accurate and timely processing, funding, and administration of loans. This position provides cross-functional support for the GoGreen and HomeSolutions programs within Home Lending Solutions, as well as the ongoing management and growth of the Indirect Auto loan portfolio. The role ensures compliance with regulatory requirements, program guidelines, and internal controls while delivering an exceptional experience for members and business partners.

With a strong technical and operational focus, the Loan Processor works across multiple lending systems to manage loan pipelines, funding activities, processing queues, and issue resolution. The position collaborates with members, contractors, dealers, vendors, and internal teams to support efficient loan origination and portfolio administration, while contributing to process improvements, program enhancements, cross-selling opportunities, and overall operational excellence.

Essential Functions And Responsibilities

• Review, verify, and process consumer loan applications for GoGreen, HomeSolutions, and Indirect Auto lending programs, ensuring accuracy, compliance, and timely completion.
• Monitor and manage loan pipelines, digital lending workflows, processing queues, servicing inboxes, and funding activities to meet established service level agreements (SLAs) and production goals.
• Provide professional phone and email support to members, contractors, merchants, dealers, and internal partners, including handling escalated inquiries and gathering required loan documentation and information.
• Collaborate with underwriters, lending staff, merchants, dealers, and business partners to resolve application issues, satisfy loan conditions, and facilitate timely loan funding and portfolio administration.
• Maintain strong working relationships with Home Lending Solutions merchants, GoGreen program partners, and indirect auto dealers to support program performance, service excellence, and portfolio growth.
• Serve as a liaison between members and external partners, ensuring a seamless lending experience and high levels of member and partner satisfaction.
• Identify member financial needs and support cross-selling opportunities by educating members on appropriate Credit Union products and services.
• Ensure compliance with all applicable regulations, program requirements, Credit Union policies, privacy standards, and member confidentiality guidelines.
• Leverage lending systems, reports, and operational tools to identify process improvements, support data integrity, and enhance operational efficiency.
• Support the enhancement, and ongoing administration of Home Lending Solutions and Consumer Lending programs, products, and initiatives.
• Participate in business development activities, community engagement events, training opportunities, and continuous improvement efforts to support departmental and organizational goals.
• Perform other duties, projects, and responsibilities as assigned.

Who Are You?

Qualifications

• Requires a high school diploma or equivalent.
• Minimum of two (2) years of experience in a consumer lending environment, including loan processing, boarding, funding, and servicing activities.
• Knowledge of MeridianLink, LoanStar, Corelation KeyStone, or similar loan origination and core
• Processing Systems Preferred But Not Required.
• Strong knowledge of consumer lending practices, loan documentation requirements, and regulatory compliance standards.
• Excellent verbal and written communication skills with the ability to communicate professionally and effectively with members, contractors, merchants, dealers, and colleagues at all levels.
• Strong interpersonal and relationship-building skills with a demonstrated commitment to delivering exceptional member and partner service.
• Self-motivated with the ability to work independently, take initiative, and exercise sound judgment in a fast-paced environment.
• Proven ability to manage multiple priorities, meet deadlines, and adapt to changing business needs while maintaining a high degree of accuracy.
• Proficient in Microsoft Office applications, including Word, Excel, Outlook, and OneNote.
• Strong organizational, analytical, and problem-solving skills with the ability to process detailed information and follow established procedures and guidelines.
• Ability to identify opportunities for process improvement and contribute to operational efficiency initiatives.
• Demonstrated attention to detail and commitment to accuracy, quality, and compliance.
• Ability to maintain confidentiality and uphold Credit Union policies, privacy standards, and member information security requirements.

Why You’ll Love It Here

You’ll work alongside a passionate team in a mission-driven organization, get exposure to executive decision-making, and grow your skills across a broad range of functions. No two days will be the same—and that’s exactly how you like it.

The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base salary, bi-annual bonuses, as well as tuition reimbursement.

SFF is an Equal Employment Opportunity Employer. In accordance with federal and state laws, SFF does not discriminate in employment because of race, color, religion, sex, national origin, age, physical and mental disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition (associated with cancer, a history cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender expression, HIV/AIDS status, genetic information or any other characteristic protected by law.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.