Zeal Credit Union - Livonia, MI

posted 4 months ago

Full-time
Livonia, MI
Credit Intermediation and Related Activities

About the position

At Zeal Credit Union, we are passionate about our members, and we work hard every day to help them achieve their financial goals. Working at Zeal isn't just a job or a career; working at Zeal is a calling. The primary purpose of the Consumer Loan Underwriter position is to assist the credit union in achieving its service mission of building trusted relationships by providing our members with superior financial solutions and outstanding service. The Consumer Loan Underwriter examines, evaluates, authorizes, or recommends approval of borrower's applications for credit or extension of lines of credit, consumer credit loans, credit card, and real estate within the authorized authority of an Underwriter in accordance with sound underwriting practices as set out in our policy and procedure. The role involves analyzing credit applications received from all sources, including indirect applications. This analysis includes reviewing the applicant's financial status, credit history, and property evaluation; assessing income, calculating debt ratios, and reviewing/researching any other factors needed to evaluate creditworthiness to determine the feasibility of granting loan requests. The Underwriter approves loans within designated loan approval authority levels or submits application recommendations to the appropriate person for decision-making. Additionally, the Underwriter analyzes potential lending opportunities involved in each lending situation to further assist the borrower as well as increase the credit union's lending portfolio. The position also requires cross-selling borrowers and potential borrowers on the benefits of utilizing other credit union services, maintaining a working knowledge of the policies, laws, rules, regulations, and procedures regarding credit union products offered to members, and reviewing difficult and special circumstance loan transactions and workouts. The Underwriter interviews and counsels credit-challenged members to restructure their debt load and provides support, training, and guidance to staff. Proficiency in understanding basic tax returns for the purpose of assessing income is essential, as is the ability to ask the right questions to understand a member's story to say yes to more loans. The Underwriter performs all other tasks and duties as assigned.

Responsibilities

  • Analyze credit applications received from all sources including indirect applications.
  • Review applicant financial status, credit history, and property evaluation.
  • Assess income, calculate debt ratios, and review/research factors needed to evaluate creditworthiness.
  • Approve loans within designated loan approval authority level or submit application recommendations to appropriate person for decision making.
  • Analyze potential lending opportunities to assist borrowers and increase the credit union's lending portfolio.
  • Cross-sell borrowers on the benefits of utilizing other credit union services.
  • Maintain working knowledge of policies, laws, rules, regulations, and procedures regarding credit union products.
  • Review difficult and special circumstance loan transactions and make recommendations to management.
  • Interview and counsel credit challenged members to restructure debt load.
  • Provide support, training, and guidance to staff.

Requirements

  • 2+ years of applicable lending experience
  • Strong interpersonal skills
  • Ability to work independently without direct supervision
  • Ability to produce a high volume of work in a fast-paced environment
  • Intermediate knowledge of Microsoft Suite (including Word, Excel, and Windows)
  • Strong verbal and written communication skills
  • Strong research and problem resolution skills
  • Intermediate mathematics skills, including the ability to calculate interest, percentages, compute rates and ratios
  • Ability to work on multiple projects and tasks at one time
  • Excellent customer service skills

Nice-to-haves

  • Consumer Underwriting Experience
  • Previous loan origination or sales experience
  • Experience with loan processing software and data processing systems
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