Loan Closer

🔥 0 minutes ago

🔔 Pennsylvania – Remote

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⏰ Full Time

🟢 Junior

🟡 Mid-level

🚫👨‍🎓 No degree required

👻 Ghost score 12%

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Logo of Citadel Credit Union

Citadel Credit Union

501 - 1000 employees

Founded 1937

🛡️ Insurance

💼 Consulting

📦 Logistics

Insurance • Consulting • Logistics

Citadel Credit Union is a not-for-profit, member-owned credit union that provides retail and business banking, lending, wealth management, insurance, and payment services. The institution offers checking and savings accounts, high-yield certificates, mortgages, HELOCs, auto and personal loans, credit cards, business banking and merchant services, online and mobile banking, and financial wellness and fraud-protection resources. Federally insured by the NCUA, Citadel focuses on personalized service to individuals, businesses, and local communities.

📋 Description

• Finalize loan requests originating in inbound contact centers, outbound contact centers, and web channels • Inform customers of application status and appropriate options • Coordinate the closing process from origination through scanning, including branch or e-document closings • Examine and verify loan documents for completeness and accuracy • Fund finalized and audited loan requests • Coordinate and assist with small business loan closings, primarily business vehicles and business credit cards • Finalize loans and add them to Citadel’s core system • Process consumer loan promotions, including notification, origination, documentation, and loan-packet creation • Verify loan officer approvals and stipulations • Recognize sales opportunities across four product lines and recommend appropriate financial options • Create and audit loan packets from Lending 360 uploads and coordinate corrections with loan processors • Analyze credit bureau data to identify loan and auxiliary product sales opportunities • Serve as the point of contact for lending-process and loan-closing questions • Complete customer transactions accurately while maintaining confidentiality • Follow up with declined members and recommend suitable products • Liaise between contact-center loans, retail offices, and Consumer Lending • Handle and resolve member issues using listening, communication, and problem-solving skills • Comply with Consumer Lending policies, processes, procedures, banking rules, and regulations • Perform additional duties including Vehicle Title Administration and Document Control • Maintain relationships with vendors and organizational contacts

🎯 Requirements

• Two years of financial industry customer service experience required • Lending experience preferred • Effective sales skills • Excellent and effective verbal and written communication skills • Advanced knowledge of Citadel’s products and services, especially loan products and services • High school diploma or equivalency required • Valid driver’s license verification is part of loan-document auditing responsibilities

🏖️ Benefits

• Remote work arrangement • Equal employment opportunity and protection for veterans and individuals with disabilities

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