Consumer Loan Processor

Robert Half • Poughkeepsie, NY • 1h ago

Description

Consumer Loan Processor - Job Description

Position Overview

The Consumer Loan Processor is responsible for reviewing, processing, and funding direct and indirect consumer loan applications while maintaining high service standards. This role ensures accuracy, compliance, and efficiency throughout the loan lifecycle and contributes to process improvements that enhance the overall member and customer experience.

Primary Responsibilities

Review loan applications and documentation for completeness and accuracy; prepare final loan packages for funding.

Enter and verify loan funding data in the loan origination system to ensure compliance with lending policies and procedures.

Disburse loan proceeds and perform required system updates and maintenance.

Issue required disclosures in accordance with Truth in Lending, RESPA, and other applicable regulations.

Use multiple systems to respond to inquiries from dealers, staff, and members regarding pending or existing loan applications.

Follow up on outstanding documentation for both direct and indirect loan applications to ensure timely processing and customer satisfaction.

Recommend process improvements to enhance efficiency and reduce operational waste.

Adhere to all organizational policies, procedures, and regulatory requirements.

Participate in required training, including compliance-related programs.

Support organizational initiatives by demonstrating professionalism, teamwork, and a commitment to service excellence.

Maintain regular and reliable attendance.

Requirements

Education Requirements

High school diploma, GED, or state-recognized equivalent required.

Experience Requirements

Minimum 1 year of customer service experience in a financial institution preferred.

Experience in consumer lending or loan processing preferred.

Knowledge, Skills & Abilities

Strong interpersonal skills and ability to interact positively with customers and internal partners.

Ability to read, interpret, and apply policies, procedures, and loan documentation requirements.

Comfortable working in a fast-paced environment with varied customer and vendor interactions.

Problem-solving mindset with the ability to identify improvements using structured methodologies.

Effective verbal and written communication skills.

Ability to apply basic mathematical concepts accurately.

Strong attention to detail and commitment to accuracy.

Physical & Work Environment Requirements

Frequent sitting and use of standard office equipment, including computers and telephones.

Frequent verbal communication and normal vision/hearing required.

Occasional lifting of up to 10 lbs.

Occasional travel for meetings or training.

May require flexibility to work rotating shifts, evenings, weekends, or holidays as needed.

Work environment may include moderate to high noise levels and periods of high activity.

Competencies

Accuracy & Attention to Detail - Processes detailed information with high accuracy and uses cross-checking methods to ensure quality.

Service Excellence - Anticipates customer needs, delivers high-quality service, and incorporates organizational values into daily work.

Flexibility & Adaptability - Adjusts to changing priorities, processes, and assignments with an open and collaborative mindset.

Work Standards - Holds self accountable for meeting deadlines, performance goals, and compliance requirements.

Decision Making & Critical Thinking - Gathers and organizes relevant information to support sound decision-making.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

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