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Partner Loan Onboarding Specialist (Indirect Lending)
Partner Loan Onboarding Specialist (Indirect Lending)Clean Energy Credit Union • Centennial, CO, US
Partner Loan Onboarding Specialist (Indirect Lending)

Partner Loan Onboarding Specialist (Indirect Lending)

Clean Energy Credit Union • Centennial, CO, US
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Clean Energy Credit Union is passionate about promoting clean energy to protect our environment and improve our economy.

Our focus is on providing clean energy loans that reduce the cost of living for members while also decreasing their environmental footprint.

We envision a world where everyone can participate in the clean energy movement.

Primary Purpose of Position :

  • The Partner Loan Onboarding Specialist is a key member of Clean Energy Credit Union’s loan team; ensuring loans originated with our trusted lending partners are processed and borrower memberships established in a timely matter.
  • This role’s primary responsibility is to own our participating partner loan program process from document verification to booking, funding, and membership intake.
  • This includes reviewing loan packages to ensure they are accurate and complete, and executing appropriate loan partner or member follow up as needed.
  • The Partner Loan Onboarding Specialist will onboard loans to the credit union’s core operating system.
  • This role frequently engages with lending partners and members directly via email and phone to address loan documentation or membership intake questions.
  • This position may be eligible for hybrid work.

Job Description Essential Functions :

  • Acts as the primary contact for participating lending partners post signing of the loan agreement.
  • Manages partner portals to gather and maintain accurate loan documentation.
  • Maintains checklists for loan documentation and membership intake.
  • Uploads and / or scans documents, verifying documents are stored and viewable through the imaging system.
  • Prepares funding for completed loan files.
  • Research member requests and requests from auditors / examiners.
  • Verifies accuracy of loan information and completeness of documents needed for loan to proceed to disbursement.
  • Responsible for opening new accounts, ensuring all account details are accurately processed, and collaborating with members to collect and verify required documentation as needed.
  • Collaborate with lending partners to obtain documentation for review when necessary.
  • Provides high level of member service when communicating with members as well as coworkers.
  • Assists team members with loan booking and the remittance of loan funds.
  • Performs backup support for the Lending Team, assisting with contact center needs, loan closings, and related tasks as required.
  • Provides accurate information about credit union policies, procedures, and services to members.
  • Maintains a thorough understanding of current state and federal laws and regulations.
  • Assists with projects, internal operations, and other duties as requested.
  • Position Titles That Report to this Position
  • None Desired Job Competencies
  • 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.
  • Understand and Comply 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.
  • 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.
  • Demonstrates Integrity - Gaining others’ trust 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.
  • Communication – Possessing and utilizing compelling written and verbal communication skills.
  • Listening and adapting to receive instructions, concerns, and spoken / written needs.
  • Desired Education and Work Experience
  • High school degree or equivalent required.
  • Minimum 2 years of experience working at a credit union or similar financial institution.
  • Minimum 3 years of customer services experience
  • Lending or collections experience at a financial institution a plus
  • Comprehensive understanding of indirect loan processing a plus Working Environment / Physical Activities This job operates in a professional office environment and may be eligible for hybrid work.
  • Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of this job.
  • Sedentary computer work.
  • Position is subject to irregular hours.
  • May require occasional travel to attend off-site meetings and or conferences.
  • Must be able to lift 35 lbs.
  • Ability to read, write, and understand English fluently.   Powered by JazzHR
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