Consumer Loan Funder- San Diego

Job Locations US-CA-San Diego | US
Job Post Information* : Posted Date 1 month ago(8/30/2021 10:59 AM)
Req No.
Consumer Lending
Regular Full-Time
Hours Per Week
Monday-Friday, 9:00 a.m.–5:30 p.m., rotating Saturdays, 9:00 a.m.-2:00 p.m.


General Summary:

Under general supervision and in accordance with established policies and procedures, processes consumer loans and prepares loan documents to ensure compliance requirements are met. 


Principal Accountabilities (95%):

  • Provides excellent service to members (external and internal) by completing the assigned tasks timely, efficiently and with minimal errors. 
  • Provides processing support to the Contact Center Sales Team by reviewing and analyzing documents; verifying collateral; and, ensuring stipulations are met and funding the loan.
  • Provides processing support to the Branches by fulfilling document transmission using DocuSign to capture electronic signatures.
  • Fulfills Preapproved Credit Card Acceptance forms and creates the account in the loan origination system.
  • Ensures accurate data entry into internal systems.
  • In conjunction with contact center sales staff, obtains the necessary documents for loan requests and consumer loan workouts, when applicable.
  • Monitors incoming email and faxes; handles accordingly.
  • Responds to member or branch staff inquiries regarding loan funding process, rates, terms and related matters.  Assists branch staff with closing and funding activities, when applicable.
  • Processes internal department reports.
  • Performs quality control of loan files and reports findings to management.
  • Forward documents for archival to the Record Department, when applicable. 

Secondary Accountabilities (5%):

  • Provides backup to other areas of the department.
  • Performs other duties as assigned.
  • Complies with BSA requirements as commensurate with position.



  • Excellent member service skills to include both written and verbal communication. 
  • Must be accurate, detail-orientated and possess time-management, and organization. 
  • Must be dependable, self-motivated and require minimal supervision. 
  • Able to handle competing priorities. 

Knowledge, Education, Certifications, Licenses: 

  • Requires a strong working knowledge of consumer loan terminology, documentation, lending policies, and guidelines. 
  • Working knowledge of consumer loan processing, funding and closing. 
  • General knowledge of credit union policies and procedures. 
  • High School diploma or equivalent.     


Two to three years of work experience as a Teller/Banker in a financial institution or equivalent required to gain the necessary knowledte, skills, and abilities to handle all aspects of the position.


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