Credit Union Loan Processor

Sacramento, CA

Position: Finance

Job Description

Looking for an experienced Loan Processor to support a major credit union!

The Loan Processor is responsible for the fulfillment operations of new consumer loan applications originating through the direct lending channels. Engages in interactions that ensure members encounter a positive experience beginning from loan application through finalization and funding. This position corresponds effectively and professionally with members via Web messages, e-mail, and phone.

Location: Sacramento, CA

Hours: Monday - Friday (8:30am-5:00pm)

Pay: $19.50 an hour


- Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position.

- Foster a positive and engaging work environment by inspiring others through words and actions and embracing our mission, vision, and core values.

- Conduct member interviews and gather information to satisfy loan conditions in order to determine suitability for loan funding. Prepare loan documents and send to member for signing; prepare approved loans for disbursement to members accordingly.

- Audit various operational documents, including executed loan documents, and reports to ensure proper procedural compliance, accuracy and authenticity.

- Meet performance standards comparable to grade level in funded loan and/or e-mail volume, and phone efficiency in a fast-paced environment.

- Perform support functions such as e-mail correspondence, consumer loan fulfillment, audit, call escalations, or other.

- Maintain a working knowledge of Golden 1 lending policies and procedures to ensure compliance.

- Results oriented including a willingness to take on any task required to meet or exceed team goals and objectives.

- Perform financial analysis of personal and corporate tax returns and applicable schedules, 4506T forms, W-2s, and pay stubs.

- Ability to identify potential fraud, suspicious activity, and identity theft.

- Perform other tasks as assigned.


- Effective oral and written communication skills required to assist other staff and to constructively follow-up on member inquiries and concerns.

- Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as financial calculators, personal computer, facsimile machine and telephone.


INTERNAL: Supervisors, branch staff, back office staff, peers, and all levels of leadership.

EXTERNAL: Members and dealerships.


EDUCATION: Successful completion of High School curriculum is preferred. Additional work experience may be considered in lieu of a High School Diploma.

EXPERIENCE: Minimum three years or more experience at a financial institution providing customer service and support. Consumer loan processing experience preferred.


  • Maintain a thorough knowledge of company products and services and its policies and procedures.
  • Proven ability to produce results in a fast paced environment.
  • Demonstrated ability to interact professionally with members while achieving service and strategic goals.
  • Demonstrated use of computer systems.
  • Positive, outgoing attitude.
  • Reliable work attendance.
  • Professional communication (Verbal/Written Communication).
  • Strong interpersonal skills.
  • Strong and effective business writing skills.
  • Ability to work a schedule that includes weekends and some holidays.
  • Bilingual and multilingual, a plus.
  • Job Type: Full-time

Meet Your Recruiter

Matt Wiesenfarth
Recruiting Sourcer

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