Funding Specialist - Vacaville, United States - Travis Credit Union

Travis Credit Union Vacaville, United States

2 weeks ago

Description

Job Description

M T 10:30-6:00 W 11:30-6:00 F 11:30-6:00 Sat 10:30-5:00

32 hours/week

This position is 100% onsite at TCU's Corporate Offices in Vacaville, Ca.

Summary: The Travis Credit Union (TCU) Funding Specialists are responsible for analyzing, verifying, and processing consumer loans within required time frames. This role ensures loan requests are in compliance with Credit Union and Regulatory guidelines. TCU's Funding Specialists meet department standards and ensure effective productivity and quality service levels are achieved. Profile:

Analyzes and validates supporting documentation prior to processing consumer loan applications to prevent fraud and ensures quality control.
Interprets approvals and/or conditions and verifies that all requirements have been met.
Ensures loans are in compliance with all credit union and regulatory guidelines.
Ensures quality service is provided at all times when communicating with members and internal/external business partners.
Proactively monitors loan queues and service requests, ensuring timely responsiveness.
Completes daily departmental functions such as running and reviewing reports.
Provides assistance, direction and training to peers and internal business partners.
Completes ongoing training, maintains up-to-date knowledge of Consumer Lending policies and procedures, and credit union products and services.
Identifies opportunities to improve departmental processes to enhance efficiency.
Administers functional area testing for myriad system upgrades and enhancements.
Assists in all areas of Consumer Lending as needed.

Skills:

Ability to navigate and process within multiple interdependent systems and tools.
Ability to analyze and interpret a credit report.
Ability to identify, communicate and advocate financial solutions that drive results.
Ability to work in a fast-paced, team-oriented environment, and efficiently organize work priorities and accurately complete multiple tasks within strict timeframes with minimal supervision.
Ability to use independent judgment and discretion when reviewing appropriate exceptions to the Credit Union guidelines.
Ability to work independently and motivated to achieve goals with minimal supervision
Ability to meet production standards.
Effective, professional verbal and written communication skills.
Proficient mathematical and analytical skills to include rate, ratio and percentage calculations.

Reporting and Experience:

Reports directly to assigned Consumer Lending management.
HS Diploma or equivalent.
Levels:
- Associate Funding Specialist: Minimum of 1 year consumer loan processing or equivalent loan processing work experience or minimum of 2 years of customer service or clerical work experience.
- Funding Specialist: Minimum of 2 years consumer loan processing or equivalent loan processing work experience.

Compensation: Base salary starting range is commensurate with experience:

Associate Funding Specialist - Grade 8: $20.43/hour - $25.24/hour
Funding Specialist - Grade 9: $22.25/hour - $27.49/hour

Our compensation philosophy is based on several factors such as (but not limited to) the scope and responsibilities of the position, the candidate's work experience, education/training, and key skills. At Travis Credit Union, our priority is that our employees and their loved ones are provided with a Total Rewards program that insures their health and welfare safety which allows our employees to focus on the financial welfare of our members and the credit unions objectives. As such, Travis Credit Union offers a robust benefits package to our eligible employees, including competitive medical, dental, and vision insurance, mental health offerings, employee performance incentive plan, merit increases, 401(k) program with immediately vested employer match, generous holiday and vacation policy, and extensive TCU specific perks like employee loan and credit card discounts Travis Credit Union is an Affirmative Action Employer EOE/Individual with Disability/Veteran Status

#traviscu

Company DescriptionWhy TCU? We're recognized by Forbes as a Top Credit Union in California for overall member satisfaction, trust, financial advice, branch services and digital services. We have everything you need to reach your financial goals and to help others in our community experience financial wellness.

Why else? We are an EMPLOYER OF CHOICE We have AWESOME employees We believe in promoting from within whenever possible and developing our staff. We are passionate about helping people and believe in our mission, "We are dedicated to building lifelong relationships with our members to help them achieve their financial goals." It's quite simple. Travis Credit Union is a great place to work

Headquartered in Vacaville, California, Travis Credit Union is a not-for-profit, cooperative financial institution serving those who live or work in Solano, Yolo, Sacramento, Placer, San Joaquin, Stanislaus, Napa, Contra Costa, Alameda, Sonoma, Colusa, and Merced Counties. Currently, Travis Credit Union is the 12th largest credit union in California, with over 225,000 members and over $4.2 billion in assets. TCU members can access their accounts at 24 convenient branch locations, at 35,000 free CO-OP Network ATMs, through secure, easy-to-use Online Banking, our mobile app for Apple iPhone or by telephone using our Call-24 Phone Banking. As one of the leading financial institutions in Solano, Contra Costa, Yolo, Napa, and Merced Counties, Travis Credit Union's strength lies in its faithful commitment to its members; its solid, secure history; and its long-standing track record of dedicated service.

BENEFITS We offer medical, dental, vision, life insurance, FSA, vacation/sick/holiday pay, matching 401(k) with 100% vested immediately, educational assistance and annual bonus for all regular full-time employees. Plus a few fun perks like our gym, ping pong table, and a rest and relaxation room that are available at Corporate Headquarters.

To view a more detailed job description, learn more about TCU and apply, visit:

TCU is a drug-free workplace. Pre-employment screening is required.
Visit for a full list of our current openings
EOE/Individual with Disability/Veteran Status

Company Description

Why TCU? We're recognized by Forbes as a Top Credit Union in California for overall member satisfaction, trust, financial advice, branch services and digital services. We have everything you need to reach your financial goals and to help others in our community experience financial wellness.\r
\r
Why else? We are an EMPLOYER OF CHOICE We have AWESOME employees We believe in promoting from within whenever possible and developing our staff. We are passionate about helping people and believe in our mission, "We are dedicated to building lifelong relationships with our members to help them achieve their financial goals." It's quite simple. Travis Credit Union is a great place to work\r
\r
Headquartered in Vacaville, California, Travis Credit Union is a not-for-profit, cooperative financial institution serving those who live or work in Solano, Yolo, Sacramento, Placer, San Joaquin, Stanislaus, Napa, Contra Costa, Alameda, Sonoma, Colusa, and Merced Counties. Currently, Travis Credit Union is the 12th largest credit union in California, with over 225,000 members and over $4.2 billion in assets. TCU members can access their accounts at 24 convenient branch locations, at 35,000 free CO-OP Network ATMs, through secure, easy-to-use Online Banking, our mobile app for Apple iPhone or by telephone using our Call-24 Phone Banking. As one of the leading financial institutions in Solano, Contra Costa, Yolo, Napa, and Merced Counties, Travis Credit Union's strength lies in its faithful commitment to its members; its solid, secure history; and its long-standing track record of dedicated service.\r
\r
BENEFITS We offer medical, dental, vision, life insurance, FSA, vacation/sick/holiday pay, matching 401(k) with 100% vested immediately, educational assistance and annual bonus for all regular full-time employees. Plus a few fun perks like our gym, ping pong table, and a rest and relaxation room that are available at Corporate Headquarters. \r
\r
To view a more detailed job description, learn more about TCU and apply, visit: \r
\r
TCU is a drug-free workplace. Pre-employment screening is required. \r
Visit for a full list of our current openings\r
EOE/Individual with Disability/Veteran Status

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