Lending Services Specialist II

About the Role

We’re passionate about transforming financial services. Our members, families, and the communities we call home motivate everything we do. As part of the credit union movement, we believe in providing our members with education, support, and guidance to build strong financial futures.

Responsibilities

• Contact members within agreed service level agreements to obtain needed documentation.
• Process consumer loan applications within established guidelines, policies, procedures and timelines.
• Provide an exceptional experience to our members and Canvas team members in alignment with Canvas’ core values.
• Review each loan application to ensure that all required information has been recorded.
• Consistently maintain Service Level Agreements for contacting members and scheduling loan closings.
• Request and review residential appraisals to ensure documentation meets underwriting stipulations.

Requirements

• Excellent verbal, written and interpersonal communication skills with the ability to explain programs, loan terms, features, policies and benefits to members and business partners.
• Strong relationship building and teamwork skills.
• Excellent attention to detail.
• Excellent organizational and time management skills with ability to work independently and manage multiple priorities.
• Excellent analytical and problem-solving skills.
• Solid knowledge and understanding of Canvas’ financial products and services.

Benefits

• Medical/Dental/Vision Insurance
• Paid Vacation
• Paid Sick Time
• Paid Holidays
• Paid Wellness Day
• Paid Volunteer Time
• Flexible Spending Account
• Health Savings Account