Loan Processor

• Maintain current knowledge of applicable state and federal laws/regulations, internal requirements, BSA/AML, CIP/OFAC, and related compliance obligations
• Manage high-volume loan-related calls, emails, internal messages, and multiple applications in parallel
• Triage time-sensitive funding items and meet service-level, turnaround-time, quality, productivity, and timeliness requirements
• Identify root causes, recommend solutions, and contribute to continuous improvement through job aids, knowledge sharing, and workflow enhancements
• Provide high-quality service to dealers, members, and internal partners; support escalations and document outcomes
• Review and analyze application data and supporting documentation; perform research, validations, and system updates
• Obtain, validate, and track DMV documentation for lien perfection and collateral recording
• Partner with branches, Member Service, Vehicle Services, and back-office teams to resolve exceptions and clear conditions
• Audit executed loan documents and operational reports for signatures, dates, disclosures, indexing, filing, and procedural compliance
• Prepare and quality-check loan documents, monitor executed documents, and coordinate approved loans for disbursement
• Respond to dealership and Dealer Relationship Manager inquiries and complete assigned audits
• Conduct member interviews, perform financial calculations and proof-of-income analysis, and confirm funding readiness
• Manage shared Outlook email and Teams chat queues, prioritize requests, and coordinate handoffs
• Participate in video conferences, trainings, and team meetings; communicate status, risks, and handoffs
• Perform other related duties as assigned

Loan Processor jobs in California

Indirect Loan Processor I