This Loan Processor position is responsible for servicing our members both online, chat, and via phone, opening membership accounts, imaging, and indexing documents, reviewing and collecting supporting loan and member service documentation for completeness, closing loans, and providing overall education and assistance to our members. This position may be eligible for remote work. Bilingual in English and Spanish preferred.

• Open new accounts and send out member applications and requests for ID, address verification, and deposits.
• Maintain checklists for membership and loan documentation.
• Upload and/or scan documents and verify documents are stored and viewable through the imaging system.
• Research member requests and requests from auditors/examiners.
• Receive new loan applications via online and the telephone..
• Provide accurate loan/member service information to the members and solar dealers via inbound/outbound calls and/or email.
• Receiving and reviewing verification of income.
• Works with contractors to obtain documentation for review.
• Receive and service inbound member calls and online chat.
• Cross sell credit insurance and other products or services.
• Make outbound calls to members on past-due payments.
• Provide a high level of member service when communicating with members as well as coworkers.
• Act as the liaison between the loan officer and member and/or dealer to ask for additional information or gather required documents.
• Obtain and verify the accuracy of all required closing documentation.
• Assist team members with loan closing and the remittance of loan funds.
• Cross-sell credit insurance and other Credit Union products and services.
• Provide accurate information about credit union policies, procedures, and services.
• Verify and send ACH payments via the Corporate Credit Union website.
• Helps with member accounts, back office operations, and other duties as requested.

• Bilingual in English/Spanish is a must.
• Excellent member service skills
• Ability to communicate over the phone, online, or in person with the public. Advanced skills in Microsoft Office products and Adobe Acrobat.
• Understands and complies with all annual mandated training that pertains to the position, including but not limited to Bank Secrecy Act/Anti-Money Laundering/OFAC/Cybersecurity/Diversity & Anti-Harassment/Fair Lending
• Attention to Detail – Ensuring that information collected, provided, and/or evaluated is consistent with all related information available; holding to regulatory standards, recognizing that they exist to protect and honor members’ financial well-being.
• Detailed knowledge of the credit union’s products and services, policies, and procedures.
• Driving for results – Setting high goals for personal and group accomplishment; using measurement methods to monitor progress toward goals; tenaciously working to meet or exceed goals while deriving satisfaction from that achievement and continuous improvement.
• Data Analysis – Gathering, manipulating, processing, and evaluating numeric data to guide credit union decision.
• Earning Trust – Gaining others’ confidence by acting with integrity and following through on commitments while disclosing own positions; treating others and their ideas with respect and supporting them in the face of challenge.
• Service Excellence – Taking action and developing relationships necessary to meet and exceed member needs (includes relationships with members, coworkers, and external partners); holding self and others accountable for providing a positive member experience; using appropriate interpersonal skills to resolve difficult member situations and regain their confidence.
• Service Excellence – Taking action and developing relationships necessary to meet and exceed member needs (includes relationships with members, coworkers, and external partners); holding self and others accountable for providing a positive member experience; using appropriate interpersonal skills to resolve difficult member situations and regain their confidence.
• Communication –  Possessing, and utilizing compelling written and verbal communication skills. Listening and adapting to receive instructions, concerns and spoken/written needs.

• Highschool Diploma
• Minimum 2 years of experience in a credit union or smaller financial institution
• Minimum 3 years of customer service experience
• Lending or collections experience at a financial institution a plus

• This position may be eligible for part time remote work.
• Substantial computer work.
• Occasional time is spent traveling and working irregular hours. May be required to attend meetings and or conferences where travel by car, plane or other public conveyance may be required.
• Must be able to lift 35 lbs.
• Must be able to read, write and speak the English language.
• Salary: $18.50 – $23.00/hour DOE

Note: This description is not intended to be an exhaustive list of all duties, responsibilities or qualifications associated with the position.

Clean Energy CU is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Clean Energy CU makes hiring decisions based solely on qualifications, merit, and business needs at the time.