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Loan Fulfillment Associate II

First Tech Federal Credit Union
United Statesfull_timeVerifiedPosted 5 Sept 2025
💰 $66,340/yr

About the role

The Loan Fulfillment Associate II 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:  Job Duties: 
  • 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
  • Assist in documenting and modifying processes and procedures
  • Perform system testing and validation in both testing environment and live
  • Meet daily production goals as established for Associate II positions
  • Train new Associates as required
  • Identify and investigate instances of suspected fraud, escalating to Fraud department as appropriate
Essential Skills: 
  • Minimum Education: High School Diploma; Associate’s degree preferred
  • Minimum 3 years’ experience in consumer loan operations and/or exposure to 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
  • Working knowledge of regulatory policies and procedures including SCRA, Truth in Lending, Reg B, FCRA and MLA preferred
  • Strong knowledge of Microsoft Office Suite
Location:  Rocklin Corporate Office – Rocklin, CA 95765 Target Compensation in Rocklin, CA:  $27.88 to $33.17 hourly + annual bonus  Benefits options include: 
  • Traditional medical, dental, and vision coverage
  • 401K matching up to 5% per pay period
  • Accrue up to 17 days of Paid Time Off your first year of employment
  • 11 paid federal holidays
  • Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)
What makes First Tech different? Click here to learn more!       First Tech is not currently offering Visa sponsorship for this position  #FT123 #LI-MG1

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Company

First Tech Federal Credit Union

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