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Whitefish Credit Union Consumer Loan Processor in Kalispell, Montana

Position Title : Consumer Loan Processor

Organizational Relationships : Reports to Consumer Loan Servicing Manager

Supervisory Responsibilities: N/A

General Function: Process disclosures and closing documents for consumer loans, create and fund new loans according to regulation and WCU policy. Review application input for accuracy and completeness. Offer clerical and customer service support to MSR’s, Branch Managers, Senior Vice President of Operations, and Senior Vice President of Consumer Loans, as well as all members of their departments. Report to Consumer Loan Servicing Manager.

Position Functions:

  • Assist Consumer Lending Department staff on a daily basis, and assist Credit Administration Department as needed.

  • Prepare loan documents for MSR’s and Members.

  • Assist with restructures, including but not limited to obtaining and adding restructure information to member accounts as needed. Prepare restructure documents and disclosures.

  • Help with VIN searches to determine lien and ownership information

  • Prepare file documents for transfer to the Quality Assurance personnel

  • Help accumulate information for loans (i.e., payoffs).

  • Assist with creating and moving document imaging.

  • Prioritize loan queue at the beginning of each work day to determine most important and time-sensitive tasks and projects; check loan queue at the end of each work day, to determine which tasks need to be done as soon as possible on the following work day.

  • Perform most important and time-sensitive tasks first.

  • Organize projects to ensure maximum work flow between Lending Department and other Departments.

  • Self-monitor to ensure timeliness and accuracy of work.

  • Work proactively with other Whitefish Credit Union personnel to ensure a “team effort” and prompt Member service.

  • Follow all Whitefish Credit Union, Montana and Federal information privacy guidelines.

  • Adhere to all Whitefish Credit Union policies and procedures.

  • Report to work on time and as scheduled.

  • Perform other duties as assigned.

    Position Requirements:

  • Ability to communicate effectively verbally, in writing, and over the phone, with Manager, President / CEO, Members, Volunteers, Co-workers, and Senior Management Team.

  • Ability to follow oral and written instructions.

  • Excellent problem solving skills.

  • Strong analytical and organizational skills.

  • Ability and willingness to work both independently and as part of an established team.

  • Ability and willingness to learn on the job and improve Loan-related skills within context of Whitefish Credit Union policies and procedures over time.

  • Ability to prioritize work and juggle multiple simultaneous projects.

  • Ability and willingness to work with a variety of office equipment and software systems.

  • Ability to sit for prolonged periods of time over the course of an 8-hour day.

    Required Education and Experience:

  • High school diploma required.

  • 1-2 years professional experience with accounting or lending procedures preferred but not required.

    This job description is to be considered a general outline of the duties and responsibilities of this position and is subject to changes and revisions by management at any time. Responsibilities are listed as guidelines only and the job is not necessarily limited to these specifications.

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