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Who Are We? With an "A" health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 billion and branches located in San Francisco and San Mateo County. Continuing along it highly successful growth trajectory, SFFedCU is seeking a Lead Loan Specialist for our Golden Gate Branch in San Francisco. The Position The Lead Loan Specialist plays a key role in advancing consumer lending operations and enhancing member engagement through expert oversight of the full loan lifecycle-from application review to funding, reconciliation, and compliance. This position leverages lending platforms and internal systems to monitor digital workflows, ensure data integrity, and maintain financial accuracy across all loan channels. In addition to supporting the rollout of new home-lending solution products, the Lead Loan Specialist manages member and merchant relationships, ensuring seamless integration and service delivery. The role also provides technical guidance to staff, resolves complex processing issues, and identifies opportunities for workflow optimization. By mentoring team members, contributing to cross-selling strategies, and supporting sales and marketing initiatives, the Lead Loan Specialist helps drive loan and deposit growth while upholding a high standard of operational excellence. Essential Functions and Responsibilities * Manage the end-to-end processing of direct and indirect consumer loan applications, ensuring timely review, verification, funding, and reconciliation. * Oversee digital channel workflows for membership and lending applications, monitoring volumes, distribution, and team workload to ensure timely completion. * Ensure all loan documentation is complete, accurate, and compliant prior to funding; reverify documents and coordinate disbursements to members, merchants, and partners. * Maintain service levels and meet established SLAs, including turnaround times for lending and member support. * Support the rollout and integration of the new home lending solution products, ensuring operational readiness and seamless member experience. * Maintain strong relationships with Home Lending Solutions merchants and support the GoGreen Lending program. * Serve as a liaison between members and affiliated merchants to enhance service delivery and satisfaction. * Provide escalated support on complex loan applications and identify root causes of workflow Issues; offer technical guidance across teams. * Partner with members to evaluate financial needs and offer tailored lending solutions; onboard new members and identify financial goals. * Deliver responsive, professional support across multiple channels, including phone, email, and digital platforms. * Actively participate in cross-selling financial products and services to support loan and deposit growth. * Mentor and train loan funding specialists; support team development and collaborate with management to improve performance. * Act as workflow coordinator for daily production tasks and escalate challenges proactively. * Take the initiative in identifying and implementing process improvements to enhance efficiency and service quality. * Ensure compliance with internal policies, privacy procedures, and member confidentiality standards. * Serve as a backup to Loan Specialists in the team, as needed. * Engage in business development through participation in CommunityShare events. * Participate in regular performance dialogues and commit to continuous self-improvement, * Perform other duties and special projects as assigned. Who Are You? Skills, Education and Experience * Requires a high school diploma or equivalent. * Minimum of five (5) years' experience in a fast-paced lending environment boarding and servicing various Consumer Loans. * Knowledge of MerdianLink, LoanStar, and Corelation platforms preferred, but not required. * Strong verbal and written communication skills with demonstrated ability to communicate professionally at all levels. * Strong technical aptitude for learning systems and processes. * Excellent interpersonal skills; ability to engage authentically and professionally at all levels. * Self-motivated; able to work efficiently without sustained direct supervision. * Proven ability to manage time effectively and prioritize competing workload elements. * Proficiency in MS Office: Word, Excel, OneNote and Outlook. * Ability to provide prompt and professional service. * Must have strong organizational skills and ability to process and follow specific instructions and directives. * Must possess excellent decision-making skills, be proactive, and have the ability to work in an environment of flexible and changing work policies/procedures Why You'll Love It Here You'll work alongside a passionate team in a mission-driven organization, get exposure to executive decision-making, and grow your skills across a broad range of functions. No two days will be the same-and that's exactly how you like it. The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi-annual bonuses, as well as tuition reimbursement. SFFedCU is an Equal Employment Opportunity Employer. In accordance with federal and state laws, SFFedCU does not discriminate in employment because of race, color, religion, sex, national origin, age, physical and mental disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition (associated with cancer, a history cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender expression, HIV/AIDS status, genetic information or any other characteristic protected by law. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.