Top 8 Loan specialist Jobs in Oceanside, Ca

Consumer Lending Funding Specialist I
San Diego County Credit Union —San Diego, CA
- Weekends as needed
- Computer literacy
- Basic math
- Office
Pre-Qualification Specialist
Formula Funding —San Diego, CA
- Email
- Microsoft Word
- Microsoft Outlook
- Customer service
Commercial Loan Servicing Specialist
Axos Bank —San Diego, CA
- $22.50 - $28.00 an hour
- Full-time
- Background check
- Spanish
- Pass drug screening
- Health savings account
- Health insurance
Senior Loan Collateral Specialist
Banc of California —Carlsbad, CA
- Microsoft Word
- Research
- Office
- Paid parental leave
- Health savings account
4h
Sr. Commercial Loan Servicing Specialist
Axos Bank —San Diego, CA
- $70,304 - $77,000 a year
- Full-time
- Background check
- Pass drug screening
- Mid-level
- Health savings account
- Health insurance
Commercial Lending Specialist II
Axos Bank —San Diego, CA
- $21.50 - $30.00 an hour
- Full-time
- Background check
- Oracle
- Pass drug screening
- Health savings account
- Health insurance
Disclosure/Closing Specialist 3 (Docs and Funding) San Diego, CA
Lendsure Mortgage Corp —San Diego, CA
- $59,000 - $65,000 a year
- Full-time
- Research
- Mid-level
- Office
- Opportunities for advancement
Quick Apply

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Consumer Lending Funding Specialist I

San Diego County Credit Union -
San Diego, CA

Apply Now

Job Details

Full-time

Qualifications

Basic math
High school diploma or GED
Productivity software
Banking
Cross-functional communication

Full Job Description

Position Summary:

Responsible for the preparation of documents, funding and maintenance of Consumer Loan applications in compliance with applicable Federal, State and NCUA rules, and regulations. Maintains loan quality and ensures that loan packages are completely and accurately executed prior to loan funding. Maintain quality service standards set by the organization.

Minimum Qualifications (Education, Experience, Skills)

High school diploma or equivalent
Possess strong human relations and communication skills, with the ability to communicate clearly and effectively with all groups of people.
One to three years of financial institution experience, or funding capacity
One year of consumer lending experience
College level math and analytical skills.
Basic PC and Microsoft Office skills
Ability to work in a fast-paced, high intensity environment
Proven ability to multi-task, manage work flow processes, and meet deadlines

Essential Duties and Responsibilities

Confirm and verify the appropriate documents are assembled in loan files for proper vesting, Collateral Descriptions, and contract signatures. Ensure accurate data input in related information systems.
Processes indirect and direct auto loans, Auto Buying Service loans, as well as other consumer loan types. Will work closely with automobile dealerships and branch staff to ensure loans are processed and funded efficiently and within established guidelines.
Ensure timely receipt and proper completion of all outstanding loan stipulations in accordance with established procedures and loans are closed within appropriate time frames.
Provide and communicate file status as well as clear and concise instructions as to necessary documentation required for loan funding.
Prioritize workload to manage timely loan funding’s and track files; Maintain communication with internal staff and dealerships.
Clerical duties to include, but not limited to, processing incoming mail, uploading documents, assemble and prepare final loan files for imaging
Keep current with knowledge of the credit union’s lending updates, criteria, guidelines, procedures, policies and processes. Ensure loan documentation is complete and accurate according to credit union policy requirements, lending guidelines and compliance regulations.
Prepare direct consumer loan documentation and disburse loan proceeds according to credit union policies and procedures and state and federal guidelines. Review all loan documents, stipulations and other supporting documentation for validity prior to funding the loan.
Contact branch staff, members and dealers to resolve issues and obtain necessary information to complete the funding process.
Answer and service incoming calls and provide accurate and thorough information and assist branches and departments with servicing and funding questions. Provide in depth consumer lending and funding support to branch staff.
Monitor and complete assigned tasks on department reports within establish timeframes.
Keep current with knowledge of the credit union’s lending updates, criteria, guidelines, procedures, policies, and processes.
Cross train to assist other co-workers with Registration and Titling duties as needed.
Participate in compliance training, as assigned. Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures.

Other Duties and Responsibilities

Perform other duties as assigned.
May process direct auto loans when needed.
Participate as needed in SDCCU car sales or other events.

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

While performing the duties of this position, the employee is regularly required to talk and hear; to reach with hands and arms, use hands to finger, handle or feel objects, tools or controls.

The employee is occasionally required to walk, stoop, kneel, crouch or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, peripheral vision, depth perception and the ability to adjust focus.

The noise level in the work environment is usually moderate.

Monday-Friday: 8:00am-5:00pm
Potential weekends as needed
Full time - 40 hours/week

Apply Now

Refine Your Search

loan specialist jobs in oceanside, ca

Consumer Lending Funding Specialist I

Pre-Qualification Specialist

Commercial Loan Servicing Specialist

Senior Loan Collateral Specialist

Sr. Commercial Loan Servicing Specialist

Commercial Lending Specialist II

Disclosure/Closing Specialist 3 (Docs and Funding) San Diego, CA

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