Service Finance Consumer Loan Processor

Home Improvement Loan Processor

Responsible for the timely and accurate processing of home improvement loans according to established workflow, procedures, and regulations.

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

Ensure all contract and applicant information is accurately verified and entered correctly.

Follow up with clients on any outstanding stipulations, verifications, or documents needed to complete the processing of loans.

Perform detailed review of all documentation to ensure that loans meet credit guidelines.

Develop and maintain positive working relationship with co-workers, clients, and business partners.

Meet or exceed production targets.

Manage multiple loan files at one time, each with minimal amount of complexity.

Escalate any problems that may arise.

Required Qualifications:

The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

High school diploma or equivalent education and related training or experience

Excellent problem solving skills

Excellent written and verbal communication skills

Excellent organizational and time management skills

Ability to work in a fast paced environment

Works well in a team environment

Ability to input data accurately and quickly

Demonstrated proficiency in basic computer applications, such as Microsoft Office software products

Preferred Qualifications:

Six months loan processing experience

Other Job Requirements / Working Conditions:

Sitting/Standing/Walking/Bending/Lifting

Sitting: Constantly (More than 50% of the time)

Standing: Occasionally (Less than 25% of the time)

Walking: Frequently (25% - 50% of the time)

Bending: Occasionally (Less than 25% of the time)

Lifting: Up to 10 lbs.

Visual / Audio / Speaking

Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.

Manual Dexterity / Keyboarding

Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.

Availability

Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.

Travel (Must select one)

Minimal and up to 10%

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.