Process mortgage and home equity loan files from application through closing, verify documentation, order third-party services, prepare disclosures, respond to member inquiries, support branch staff, ensure regulatory compliance, close out files, and refer members to other credit union products while working collaboratively to meet departmental goals.

Process consumer loan applications across channels, review decisions, prepare and close loan documents, manage disbursements, support indirect lending (CUDL), handle member calls, provide lending support/training to branches, and participate in sales promotions and campaigns.