Loan Document Specialist I. (FT Temporary - 6 Months)

ABOUT THE ROLE:

The Loan Document Specialist is responsible for processing contract fundings in accordance with all state and federal regulations as well as Credit Union policies and procedures while maintaining the highest level of service to internal and external customers.

1. Matches incoming contract documents to approved applications and enters data into the Velocity & DNA systems

2. Reviews approved applications and contracts to ensure stipulations and conditions have been met and are in adherence to Credit Union policy

3. Ensures appropriate signatures have been obtained and correct data input errors and omissions

4. Analyzes various pay stubs and tax returns to determine satisfaction of income verification stipulations

5. Interacts professionally with dealers, customers, and other vendors to obtain missing or invalid information and documentation; obtains and reviews documentation for accuracy and authenticity; carefully reviews all documents including booksheets, applications, and stipulations for potential fraud; communicates suspected fraud and or discrepancies to Management; and obtains employment and insurance verifications

6. Provides assistance to internal and external customers regarding loan documentation and processing; generates customer correspondence relating to the initiation of the loan in accordance with Credit Union guidelines; responds to dealer problems and inquiries and answers department telephone calls and routes them accordingly.

7. Completes assigned monthly reports in a timely and accurate manner.

8. Provides assistance to other departments in the Credit Union when necessary.

9. May include other duties as assigned by Management.

QUALIFICATIONS:

Education

High school diploma or equivalent (GED) education required.

Experience/Skills/Knowledge:

1. →A minimum of six months previous experience in administration, members/customers/people interaction, or a combination of both preferably in a credit union or financial institution.
2. →Excellent organizational, analytical and problem-solving skills.
3. →Ability to handle multiple projects/priorities simultaneously with an effective outcome.
4. →Ability to deal with highly confidential information. Must possess strong service orientation skills.
5. →Excellent verbal, written, telephone and interpersonal communication skills.
6. →PC proficient, including Microsoft Office (Word, Excel, PowerPoint, Outlook) and the Internet.
7. →Ability to function in a commercial office environment and utilize standard office equipment including but not limited to: fax, copier, telephone, etc. Ability to lift occasionally a minimum of 25lbs. e.g. file boxes

Navigant Credit Union puts people first. Since 1915, we've helped Rhode Islanders build stronger financial futures-and today with $4 billion in assets, we're the state's largest credit union and one of New England's most trusted.

Our award‑winning culture-recognized as Rhode Island's Best Place to Work-is rooted in our Core Values: Leadership, Unity, Caring, Integrity. They guide how we serve members and how we support each other.

We invest in our team with standout growth opportunities and a best‑in‑class benefits package, including comprehensive health coverage, a generous 401(k) match, tuition reimbursement, competitive pay, and paid volunteer days.

If you're looking for meaningful work and a mission‑driven team, explore our open roles and grow with us.