What are the responsibilities and job description for the Loan Document Specialist position at Clean Energy Credit Union?
Clean Energy Credit Union is passionate about promoting clean energy to protect our environment and improve our economy. Our focus is on providing clean energy loans that reduce the cost of living for members while also decreasing their environmental footprint. We envision a world where everyone can participate in the clean energy movement.
Primary Purpose of Position:
Primary Purpose of Position:
- The Loan Documentation Specialist is a key member of Clean Energy Credit Union’s loan team; ensuring that our member’s loan applications are processed quickly and efficiently. This role’s primary responsibility is assisting our loan officers with the coordination, preparation, and review of all loan documentation. This includes reviewing documents to ensure they are accurate and complete, and executing appropriate member follow up as needed. The Loan Documentation Specialist also helps to review and onboard loans to the credit union’s core operating system. This role frequently engages with members directly via email and phone to address loan documentation questions. This position may be eligible for remote work.
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Working Environment/Physical Activities |
This job operates in a professional office environment and may be eligible for remote work. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job.
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