Farmers Insurance CU Sr Loan Technician in Burbank, California
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Advises members on loan availability; processes and packages loan requests and makes preliminary inquiries into eligibility to assist loan officers. Performs all necessary functions to fund and perfect loans.
Essential Job Functions
Discusses loan inquiries with members. Receives loan applications in person, by mail, by phone, by Internet or other e-loan format; informs applicants as to types of loans available, rates and terms. Reviews loan applications for sufficiency of information and compliance and follows through to correct any deficiencies. Informs applicants of loan status. Cross sells all services and products. Assists in disbursements and funding of loans. Acts as liaison to other branches and sends documents to branches by electronic mail and/or facsimile. Secures the completion of necessary documents required to protect the Credit Union's interest. Maintains records and files to support loans in accordance with the Credit Union’s policies and procedures. Obtains credit reports of applicants. Prepares various documents as needed. Performs follow-up and maintenance as required in perfecting and releasing titles. Conducts UCC searches and perfects UCC file recordings and renewals. Inputs client data to data processing system. Expedites loan turnaround efficiency by previewing and sorting loan files. Performs daily review of line of credit advance report and submit PR/FOLIO deduction changes as required. Submits PR/FOLIO changes in concert with loan officers when loans are funded. Reviews and identifies PR/FOLIO deduction errors/problems and corrects as required. Performs loan disbursement functions as required. Performs other functions as assigned.
Required job duties are essentially sedentary work consisting of occasional walking, standing and lifting and/or carrying ten pounds maximum.
Required job duties are normally performed in a climate-controlled office environment.
High school diploma or equivalent required.
Two years in a financial institution.
Special Skill Requirement
Proficiency with computers. *
Farmers is an equal opportunity employer, committed to the strength of a diverse workforce.
Job: *Strategic Management & Administration
Organization: *Farmers Insurance
Title: CU Sr Loan Technician
Requisition ID: 1900096J