Loan Assistant

The Loan Assistant (LA) is an entry level position who will report directly to the Loan Originations Team Leader. The primary focus of this role is to provide operational support to our Loan Officers (LO’s). The LA will execute clerical origination tasks, data entry in the LOS, basic disclosure, and phone support.

• Day to day operational support for the Loan Originations Team.
• Provide excellent member service in the Retail phone queue.
• Basic set up and disclosures for HELOC’s and HELOAN’s.
• Additional clerical tasks as assigned by management.

Requirements

• 1-3 years of member service experience in a financial institution.
• NMLS Licensure is preferred.
• Strong PC skills.
• Able to communicate (written and verbal) effectively and professionally with employees, members and the public.
• Attention to detail & strong organizational skills.
• Ability to multi-task and manage a loan pipeline to meet regulatory requirements.
• Excellent interpersonal skills must demonstrate the ability to work with members, colleagues and superiors.

Benefits

• Medical and Dental Insurance
• Employer Paid Vision and Life Insurance
• 401(k) Savings Plan with Employer Match
• Flexible Spending Accounts for Health & Dependent Care Expenses
• Collaborative & Dynamic Co-workers
• Innovative & Relevant Technology Resources
• Career Planning

USALLIANCE Federal Credit Union, as an Equal Opportunity Employer, values and supports the diverse cultures, perspectives, skills and experiences within our workforce.