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Loan Call Center Processor

San Diego, CA

Post Date: 09/11/2017 Job ID: 15151 Industry: Banking

We are searching for a Loan Call Center Processor  candidate for a banking client in the San Diego area.  If you are qualified and interested in applying for this position or know someone who maybe interested in this position please contact Ronald Childs  at 619-528-8434 or by email  Ronald@sdistaffing.Com.  Below are some key points about the position I have available.
  • Hours: 9: 30am – 6: 00pm, no Saturdays.
  • $18.00 - $19.00 depending on experience.
  • Direct Hire
  • Full time 40 hours
  • located in Sorrento Valley
  • Must have banking experience 

Job Summary below

As a Loan Call Center Processor, you will:
  • Maintain knowledge of loan and deposit products and product requirements. 
  • Have strong verbal and written communication skills.
  • Build and maintain relationships with internal and external employees.
  • Work in a fast paced, evolving environment.
  • Provide prompt, accurate, concise and courteous responses to member inquiries relating to consumer loans and other financial transactions.
  • Identify member’ s needs/ sales opportunities.
  • Provide department/team support: Coverage of MSC, Online Services and LCC phone queues.
  • Take initiative to identify problems and deliver recommendations and solutions.
  • Utilize follow up practices on all new loans and deposit accounts for increased sales and relationship building.
  • Act as the primary contact for the Loan Call Center contact areas: dedicated voicemails. Ensures prompt turnaround on requests.
  • Verify supporting loan stipulations (i.E. Income verification, insurance); Document receipt of item in Appro and Scan documents.
  • Prepare loan files for funding; Verify documentation satisfies loan stipulation requirements; Review and finalize rates, terms and loan conditions with the member.
  • Cross sell and provide information on all Products and services, to include Gap, MBP and debt protection, to meet the member’ s needs.
  • Fund the loan and send secured email with loan documents to members. Follow up on completed e-Signed documents within 10 day DocuSign time frame.
  • Scan and submit audited loan packages daily to Quality Assurance/Records/DMV to ensure turnaround commitment is met.
  • Provide daily/weekly reporting of loan production and debt protection, GAP and MBP sales to management.
  • Maintain the required knowledge of credit union policies and procedures and federal and state laws and regulations that pertain to the lending function and maintain full knowledge of member services and products.
  • Position may require a varying work schedule to meet demands.

As an ideal candidate, you will have:
  • 2-4 years related experience in a financial institution and/or training is required.
  • Knowledge of credit union products and services is required. 
  • Previous experience in a call center environment preferred.
  • Ability to multi-task, function in a fast paced environment and be detail oriented. 
  • Ability to communicate effectively in both written and oral form and over the telephone.
  • Experience selling products and services effectively and meet goals.
  • Ability to deal with problems involving several concrete variables in standardized situations.
  • Effective oral and written communication skills.
  • Ability to interpret banking regulations and compliance standards. 
  • Ability to build & maintain relationships with internal and external members.
  • Strong interpersonal skills, good phone and e-mail etiquette, a professional presentation, and a high degree of personal initiative. 
  • Experience with Word for Windows, Excel, and other Microsoft Office applications, as well as the ability to learn new applications quickly.
  • Ability to work operational hours

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3717 Camino Del Rio South, Suite 100
San Diego, CA 92108
Phone #: (619) 528-8434 -or- (888) 528-8367
Fax #: (619) 528-8498