LOAN PROCESSOR
JOB DESCRIPTION
Title
Loan Processor – Bilingual (Spanish)
Reports to
Branch Manager
FLSA Status
Non Exempt
General Purpose
This position is primarily responsible for the quick and efficient processing of
source documents by obtaining, investigating, and validating application
information.
Essential Job Duties
& Responsibilities
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Meeting with customers to obtain information for loan applications and
answering questions about the credit application process.
Entering data into company system from source documents
Maintaining the customer traffic by greeting and attending to each
customer.
Processing customer payments
Reviewing source documents and ensuring that they are complete and
accurate according to policy
Perform employment verification calls on credit applications
Interviewing credit applicants to establish identity and verify personal
information
Performing marketing calls and appointment setting to generate more
loans
Promoting the company’s products and services
Ensure compliance with established internal controls and procedures
Working with branch associates, as required, to insure the timely
completion of tasks and projects
Cultivating an environment where customers want to return and refer
others
Maintaining excellent relationships with existing dealers and customers
Other duties as assigned
Supervisory
None
Education and/or
Experience
High School Diploma
Language Skills
Ability to read and interpret documents such as safety rules, operating and
maintenance instructions, and procedure manuals. Ability to write routine reports
and correspondence. Ability to speak effectively before groups of customers or
employees of organization.
Mathematical Skills
Ability to add, subtract, multiply, and divide in all units of measure, using whole
numbers
Reasoning Skills
Ability to define marketing opportunities.
Equipment/Computer
Skills/Language
To perform this job successfully, an individual should have knowledge of Internet
software and Word Processing software.
Certificates
None
Dependability: Exhibits reliability and responsibility; communicates and performs
basic functions without prompting, uses initiative to expand use of valuable
resources and communicate with CIO timely, responds promptly to phone & email
messages; meeting job requirements and carrying out assigned tasks.
Cooperation/Teamwork: Balances team and individual responsibilities; Exhibits
objectivity and openness to others' views; Gives and welcomes feedback;
Contributes to building a positive team spirit.
Planning & Organization: Prioritizes & plans work activities; plans for additional
resources; sets goals & objectives; works in an organized manner.
Attendance & Punctuality: Begins work on time; schedules absences within
guidelines; ensures work responsibilities are covered when absent; arrives at
Behavioral
Competencies
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LOAN PROCESSOR
JOB DESCRIPTION
meetings on time.
Professionalism: Approaches others in a tactful manner; Reacts well under
pressure; Treats others with respect and consideration regardless of their status or
position; Accepts responsibility for own actions; Follows through on commitments;
works with integrity & ethically; upholds organizational values.
Analytical: Synthesizes complex or diverse information; Collects and researches
data; Uses intuition and experience to complement data; Designs work flows and
procedures.
Diversity Commitment: Shows respect & sensitivity for cultural differences;
promotes a harassment free environment; builds a diverse workforce.
Productivity & Efficiency: Meets productivity standards; completes work in a
timely manner; displays an ability to perform an adequate volume of work as
determined by supervisor/manager; achieves established goals.
Customer Service: Manages difficult or emotional customer situations; responds
promptly to customer needs; solicits customer feedback to improve service;
responds to requests for service and assistance; meets commitments.
Interpersonal Skills: Focuses on solving conflict, not blaming; maintains
confidentiality; listens to others without interrupting; keeps emotions under control;
remains open to others' ideas and tries new things.
Oral Communication: Speaks clearly and persuasively in positive or negative
situations; listens and gets clarification; responds well to questions; demonstrates
group presentation skills; participates in meetings.
Written Communication: Writes clearly and informatively; edits work for spelling
and grammar; varies writing style to meet needs; presents numerical data
effectively; able to read and interpret written information.
Problem Solving: Identifies and resolves problems in a timely manner; gathers
and analyzes information skillfully; develops alternative solutions; works well in
group problem solving situations; uses reason even when dealing with emotional
topics.
Technical Skills: Assesses own strengths and weaknesses; pursues training and
development opportunities; strives to continuously build knowledge and skills;
shares expertise with others.
Teamwork: Balances team and individual responsibilities; exhibits objectivity and
openness to others' views; gives and welcomes feedback; contributes to building a
positive team spirit; puts success of team above own interests; able to build morale
and group commitments to goals and objectives; supports everyone's efforts to
succeed.
Quality: Demonstrates accuracy and thoroughness; looks for ways to improve and
promote quality; applies feedback to improve performance; monitors own work to
ensure quality.
Quantity: Meets productivity standards; completes work in timely manner; strives
to increase productivity; works quickly.
Judgment: Displays willingness to make decisions; exhibits sound and accurate
judgment; supports and explains reasoning for decisions; includes appropriate
people in decision-making process; makes timely decisions.
Motivation: Sets and achieves challenging goals; demonstrates persistence and
overcomes obstacles; measures self against standard of excellence; takes
calculated risks to accomplish goals.
Initiative: Volunteers readily; undertakes self-development activities; seeks
increased responsibilities; takes independent actions and calculated risks; looks
for and takes advantage of opportunities; asks for and offers help when needed.
Work Environment
The physical demands and work environment characteristics described here are
representative of those that must be met or encountered by an employee to
successfully perform the essential functions of this job. Reasonable
accommodations may be made to enable individuals with disabilities to perform the
essential functions. While performing the duties of this job, the employee is
regularly required to sit and use their hands to finger, handle, or feel. The
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LOAN PROCESSOR
JOB DESCRIPTION
employee is regularly required to talk or hear. The employee is occasionally
required to stand. Specific vision abilities required by this job may include close
vision. The noise level in the work environment is usually quiet.
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