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Loan Fullfillment Associate II

First Tech Federal Credit Union · Rocklin, California, US

The Loan Fulfillment Associate reviews, audits, and processes loan documents efficiently and accurately adhering to all lending policies and regulations and...

Job description

The Loan Fulfillment Associate reviews, audits, and processes loan documents efficiently and accurately adhering to all lending policies and regulations and meeting production goals. The role also involves identifying potential fraud for escalation. Candidates should have at least three years of experience in lending operations and exposure to lending processes, strong analytical and communication skills, and familiarity with regulatory policies. Here's what you can expect from the job and what you need to be successful: Job duties: - Process loan documents and associated supporting materials in alignment with Service Level Agreements (SLA) and/or funds loans, as assigned - Answer vendor, member and dealer inquiries on products, process, and services, as needed - Handle operational duties such as auditing and reporting as required - Assist in documenting and modifying processes and procedures - Perform system testing and validation in both testing environment and live - Meet daily production goals as established for Associate II positions - Train new Associates as required - Identify and investigate instances of suspected fraud, escalating to Fraud department as appropriate Essenti...