Lending Operations Representative

Posted 3 Days Ago
Be an Early Applicant
Beaumont, TX, USA
In-Office
Junior
Financial Services
The Role
Supports members with existing loans by processing payments, answering payment inquiries, performing loan account maintenance, and providing guidance on loan management. The role requires strong communication, organization, attention to detail, knowledge of loan documentation and financial industry fundamentals, and professionalism when handling sensitive member interactions.
Summary Generated by Built In

Role:

Assists members with their existing loans by performing requested maintenance. Handle tasks such as processing loan payments, address payment inquiries and provide loan related guidance to provide smooth loan management for members.

Knowledge and Skills:

Experience: One year to three years of similar or related experience.

Education: A high school education or GED.

Interpersonal Skills: Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.

Other Skills:

1. Must have strong written and verbal communication skills.

2. Exceptional organizational skills with strong attention to detail..

3. Knowledge of loan documentation requirements and fundamentals of the financial industry, including the basic processes of other credit union departments and branches.

5. Ability to operate general office equipment such as copier, computer, and other credit union provided equipment as well as related computer software as provided by the credit union.

6. Professionalism in appearance, dress and attitude is a must.

Skills Required

  • One to three years of similar or related experience
  • High school education or GED
  • Strong written and verbal communication skills
  • Exceptional organizational skills and attention to detail
  • Knowledge of loan documentation requirements and financial industry fundamentals
  • Knowledge of basic processes of other credit union departments and branches
  • Ability to operate general office equipment, computers, and credit union-provided software
  • Professional appearance, dress, and attitude
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The Company
180 Employees
Year Founded: 1935

What We Do

Rave Financial is a community-chartered credit union serving members across Southeast Texas. It provides everyday banking and financial services through personal accounts, loan products, mobile banking, financial-health resources, and business banking and lending services. Its offerings include checking and savings accounts, mortgages, auto and personal loans, and credit cards. Founded as Magnolia Employees Beaumont Texas Federal Credit Union, Rave Financial now serves more than 85,000 members.

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