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National Shared Quotes Specialist

Travis Credit Union

National Shared Quotes Specialist

Vacaville, CA
Full Time
Paid
  • Responsibilities

    PRIMARY OBJECTIVES:

    • Reviews, verifies and funds indirect consumer loans within required timeframes.
    • Ensures accuracy and compliance with consumer lending policies and procedures.
    • Meets department standards and ensures effective productivity and quality levels are achieved.

    PRINCIPAL RESPONSIBILITIES:

    • Reviews indirect lending documentation for accuracy and completion. Completes fraud verification and funding checklist.
    • Daily checks in all new loan packages that are received. Ensures that packages are properly logged in and distributed in timely manner.
    • Interprets loan officer approvals and/or conditions and verifies all requirements have been met.
    • Ensures quality member service is provided and minimum department standards are met.
    • Resolves member complaints and concerns as they relate to the funding of indirect loans.

                                                                                                                                                   

    Not all functions/tasks are listed above; however those listed are considered essential.

    Required Skills

    EDUCATION:

    • High school diploma or equivalent.

    SKILLS & ABILITIES:

    • Effective, professional written and verbal communication skills.
    • Excellent member service skills.
    • Thorough knowledge of Consumer Lending policy and procedures.
    • Ability to deal with stressful situations with tact and diplomacy and resolve complex situations.
    • Ability to work in a fast pace environment and accurately complete assigned tasks within strict timeframes.
    • Excellent math skills.
    • Ability to work independently and motivated to achieve goals with minimal supervision.
    • Ability to interact with diverse groups of people including members, potential borrowers, branch staff and dealer personnel in a diplomatic manner.
    • Proven ability to meet production goals

    Required Experience

     

    • Minimum 1 year of consumer loan processing experience.
    • Experience in financial institution preferred.
  • Qualifications

    EDUCATION:

    • High school diploma or equivalent.

    SKILLS & ABILITIES:

    • Effective, professional written and verbal communication skills.
    • Excellent member service skills.
    • Thorough knowledge of Consumer Lending policy and procedures.
    • Ability to deal with stressful situations with tact and diplomacy and resolve complex situations.
    • Ability to work in a fast pace environment and accurately complete assigned tasks within strict timeframes.
    • Excellent math skills.
    • Ability to work independently and motivated to achieve goals with minimal supervision.
    • Ability to interact with diverse groups of people including members, potential borrowers, branch staff and dealer personnel in a diplomatic manner.
    • Proven ability to meet production goals
  • Industry
    Financial Services