The Loan Fulfillment Associate reviews, audits and processes loans efficiently and accurately while adhering to all lending policies and regulations and meeting established production goals.
Here's what you can expect from the job and what you need to be successful:
Process loan documents and associated supporting materials in alignment with Service Level Agreements (SLA) and/or funds loans, as assigned
Answer vendor, member and dealer inquiries on products, process, and services, as needed
Handle operational duties such as auditing and reporting as required
Meet daily production goals as established for Associates.
Identify instances of suspected fraud, escalating to more senior Loan Fulfillment Associates as appropriate
Minimum one year experience in lending operations or two years' experience in financial services role with exposure to consumer lending processes
Ability to work autonomously to manage time effectively and prioritize work appropriately to meet deadlines
Strong analytical and problem solving skills; ability to autonomously organize, track and trend financial related data
Ability to communicate clearly (verbal and written) with all levels within organization
Excellent listening skills with ability to ask probing questions to determine member needs and overcome objections
Proven skills and commitment in meeting or exceeding member expectations and requirements
Familiarity with regulatory policies and procedures, including SCRA, Truth in Lending, Reg. B, FCRA, and MLA is preferred
Strong knowledge of Microsoft Office Suite
Minimum Education: High School Diploma; Associate's degree preferred
Location: Rocklin, CA (HYBRID)
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First Tech is not currently offering Visa sponsorship for this position
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