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Loan Processor
- Advancial (Dallas, TX)
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We’re proud to be named one of _USA TODAY’s Top Workplaces_ , and we’ve earned the _Best and Brightest Companies to Work For_ award for 8 years straight. Founded in 1937, Advancial is one of the oldest and largest credit unions in the country. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions.
At Advancial, we don’t just work hard – we play hard, too. We’re a team that thrives on passion and collaboration, where every day feels like a chance to make a difference. Our culture is built on positivity, creativity, and the belief that work should be fulfilling, not just a “day job.”
Duties include but are not limited to:
+ Ensure loan documents are complete and accurate according to policy. This includes data entry of member information into Credit Union systems as required. Monitor e-mail boxes, scan folders and fax server.
+ Perform responsibilities in accordance with Lending procedures and Credit Union guidelines.
+ Resolve loan related problems.
+ Review and submit loans for auto drafts.
+ Interact with Branch Staff, Dealers, and Dealer Representatives with a team player mindset to assist in resolving any issues with missing or incorrect documents or data entry on open loan applications, assist in system or loan application errors, and general loan/velocity/product questions.
+ Run extended security checks as needed on Indirect member account exceptions.
+ Assist in testing software changes on Lending system and host system.
+ Maintain current knowledge of the features and benefits of all Credit Union products and services to enable effective cross-selling.
+ Cultivate a positive, respectful, and collaborative culture across the organization—fostering strong relationships among staff, departments, branches, and external partners. Champion a caring and inclusive environment for both employees and members, aligned with the Credit Union’s mission and values.
This position requires to be service-oriented, self-motivated and to be able to work a variety of tasks in a fast paced environment.
The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
High School degree or equivalent; and one-year relevant experience or equivalent combination of education and experience.
OTHER KNOWLEDGE SKILLS AND ABILITIES
Working knowledge of computer equipment and software required including Microsoft Office Suite. An understanding of state and federal laws.
LANGUAGE SKILLS
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.
MATHEMATICAL SKILLS
Ability to compute rates, ratios, and percentages and to draw and interpret bar graphs. Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages. Ability to apply concepts of basic algebra and geometry.
REASONING ABILITY
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
This position is hybrid and pay range is $18-$23.
Ready to Join a Winning Team?
Advancial isn’t just about business – it’s about building careers, communities, and futures. If you want to work somewhere that supports your growth, values your time, and recognizes your impact, you’ve found the right place.
Of course we offer healthcare, life insurance, and 401K benefits, but here is what else we offer:
+ **Take Time for Life:** In addition to 11 company holidays, you start with 3 weeks of vacation, and can recharge at our beautiful vacation homes in Destin, FL, and Breckenridge, CO – free for you and your loved ones (you just pay taxes).
+ **Retire with Confidence:** We contribute 8% to your 401k, no strings attached. It’s our way of helping you build the future you deserve.
+ **Pets Are Family Too:** With affordable pet insurance (we even chip in), your furry friends are covered for everything from checkups to surgeries.
+ **Invest in Your Future:** We’ll cover 80% of your tuition costs after one year, so you can continue to grow, learn, and achieve your goals.
+ **Life Happens:** Our Advancial Life Rewards program reimburses you up to $1,000 each year for unexpected expenses – because we know life doesn’t always go according to plan.
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