Job Description

Loan Fulfillment Specialist

BrightStar Credit Union is committed to creating a diverse work environment where everyone has an opportunity to succeed. We're dedicated to empowering the careers of our team. Our work environment is service-oriented, fast-paced and fun.

We are currently seeking a Loan Fulfillment Specialist at BrightStar Credit Union!

The primary role of this position is to make a difference in our neighbor’s financial lives. This is accomplished by providing the highest quality of service to both internal and external members. In addition, under the direction of the Lending Manager or VP of Lending, this position will ensure the accurate creation of closing documents as well as reviewing and booking loans for third party vendors in a timely manner.

Major Duties and Responsibilities:

 

  • Provide outstanding service to each internal and external member as defined by our Service Standards and Promises.
  • Must exhibit BrightStar core values of Be Proud, Respectful, Involved, Genuine, Honest and always say Thank-you.
  • Verifies that all terms and closing conditions have been met
  • Prepare and deliver a completed loan closing package to the member and/or branch for signing.
  • Follow up to ensure receipt of signed and completed loan documents and forward for disbursement.
  • Ensure that all loan informationis updated and accurate on the core servicing team.
  • Work closely with Management to follow up on missing documentation as well as contributing ideas for improved efficiencies.
  • Prepare wire requests for approval and deliver to accounting for remittance within the required time constraints.
  • Identify opportunities for cross sell of other credit union products.
  • Performs other related duties and assist other department as needed.

Knowledge and Skill Requirements:

Experience: Six months to two years of similar or related experience.

Education: Minimum of high school diploma or GED

Interpersonal Skills: A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. Outside contacts become important and fostering sound relationships with third party vendors is necessary.

Other Skills: Must have good communication skills and computer skills.

 

BrightStar Credit Union is an Equal Opportunity Employer.  BrightStar Credit Union is a Drug Free Workplace