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Loan Center Representative
PrimeWay Federal Credit UnionVirtual Loan Center Representative underwriting and processing consumer loans for a Houston credit union. Reviewing applications, collateral, documentation, compliance, and member service interactions.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in credit analysis, lending regulations, and risk-based lending practices while effectively managing loan applications and member interactions. Proficient in promoting financial products and ensuring compliance with federal and state lending laws.
Highest-signal resume keywords
Credit AnalysisLending Regulations KnowledgeSales ExperienceAttention to DetailDecision-Making Abilities
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Loan Application ReviewCollateral ValuationIncome VerificationQuality Control ChecksRisk-Based Lending PracticesConsumer Lending KnowledgeResidential Lending KnowledgeBSA ComplianceLoan Information EntryTitle Document Review
Soft Skills
Communication SkillsOrganizational SkillsInterpersonal SkillsJudgment AbilitiesConfidentiality Maintenance
Tools & Technologies
Core System Lending PlatformWindows-Based Software Applications
Industry Keywords
Bank Secrecy ActTruth in LendingTruth in SavingsAnti-Discrimination LegislationCall Center Policies
About the role
Key responsibilities & impact- Review loan applications for creditworthiness and make lending decisions under established policies, procedures, and guidelines
- Perform credit analysis and prepare documentation supporting credit decisions
- Handle incoming calls and requests through text messages, emails, and outbound calls
- Review collateral values for secured loans
- Interview members to complete loan applications and identify cross-sell opportunities
- Gather and attach supporting documents, including income verification, for loan closing
- Enter and verify loan information in the Core System lending platform and transmit applications to the Lending Department
- Promote and cross-sell credit union products and services
- Perform quality control checks on loan applications and lending documents
- Review lending packets for completeness, accuracy, legal compliance, rate programs, procedures, and credit stipulations
- Prepare auto-refinancing title work and supporting documents
- Review and confirm title documents on the Texdot site
- Comply with BSA regulations and complete assigned BSA/OFAC/CIP training
- Maintain the online loan application site and online membership opening and funding site
- Perform other duties as assigned
Requirements
What you’ll need- Two to three years of experience in a related field
- Sales experience is required
- Lending/underwriting experience is a plus
- Call center experience is a plus
- High school diploma or equivalent
- Detailed knowledge of federal and state lending regulations
- Thorough knowledge of risk-based lending practices
- General knowledge of lending policies and call center policies and etiquette
- Knowledge of financial-institution legislation, including Truth in Savings, Truth in Lending, Bank Secrecy Act, and anti-discrimination legislation
- Knowledge of consumer and residential lending practices
- Excellent interviewing, communication, and public relations skills
- Professional appearance and attitude
- Strong organizational skills
- Personal computer skills with Windows-based software applications
- Attention to detail and accuracy
- Ability to interpret information and arrive at solutions
- Ability to work independently, accomplish goals, and meet deadlines
- Sound decision-making and judgment abilities
- Ability to maintain confidentiality of member information
Benefits
Comp & perks- 🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account PrimeWay Federal Credit Union Website LinkedIn All Job Openings 51 - 200 employees Founded 1937 🏦 Banking 💸 Finance Banking
- Finance PrimeWay Federal Credit Union is a member-owned credit union serving individuals, healthcare professionals, and businesses—particularly in the Houston community—providing retail and business banking and financial services. The institution offers deposit products (checking, savings, money market, share certificates/CDs), a range of loans (home, auto, personal, secured, credit cards, student), business banking and treasury management, mobile and online banking tools, investment and wealth management, and insurance services. The site references NCUA insurance and emphasizes financial education and resources for members. Loan Center Representative 🔥 0 minutes ago 🏢 Houston – Onsite ⏰ Full Time 🟢 Junior 🟡 Mid-level ✨ Representative 🚫👨🎓 No degree required Apply Now Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
- Review loan applications for creditworthiness and make lending decisions under established policies, procedures, and guidelines
- Perform credit analysis and prepare documentation supporting credit decisions
- Handle incoming calls and requests through text messages, emails, and outbound calls
- Review collateral values for secured loans
- Interview members to complete loan applications and identify cross-sell opportunities
- Gather and attach supporting documents, including income verification, for loan closing
- Enter and verify loan information in the Core System lending platform and transmit applications to the Lending Department
- Promote and cross-sell credit union products and services
- Perform quality control checks on loan applications and lending documents
- Review lending packets for completeness, accuracy, legal compliance, rate programs, procedures, and credit stipulations
- Prepare auto-refinancing title work and supporting documents
- Review and confirm title documents on the Texdot site
- Comply with BSA regulations and complete assigned BSA/OFAC/CIP training
- Maintain the online loan application site and online membership opening and funding site
- Perform other duties as assigned 🎯 Requirements
- Two to three years of experience in a related field
- Sales experience is required
- Lending/underwriting experience is a plus
- Call center experience is a plus
- High school diploma or equivalent
- Detailed knowledge of federal and state lending regulations
- Thorough knowledge of risk-based lending practices
- General knowledge of lending policies and call center policies and etiquette
- Knowledge of financial-institution legislation, including Truth in Savings, Truth in Lending, Bank Secrecy Act, and anti-discrimination legislation
- Knowledge of consumer and residential lending practices
- Excellent interviewing, communication, and public relations skills
- Professional appearance and attitude
- Strong organizational skills
- Personal computer skills with Windows-based software applications
- Attention to detail and accuracy
- Ability to interpret information and arrive at solutions
- Ability to work independently, accomplish goals, and meet deadlines
- Sound decision-making and judgment abilities
- Ability to maintain confidentiality of member information Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Field Service Representative 🕒 5 days ago CAT 11 - 50 📱 Media 📣 Marketing Website LinkedIn All Job Openings Field Service Representative maintaining Solar Turbines’ industrial gas turbine equipment. Installing, troubleshooting, and servicing turbomachinery for oil, gas, and power-generation customers. 🏢 Houston – Onsite 💵 $65k - $85k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior ✨ Representative Field Service Representative 🕒 5 days ago CAT 11 - 50 📱 Media 📣 Marketing Website LinkedIn All Job Openings Field Service Representative maintaining Solar Turbines’ industrial gas turbine systems near Houston. Diagnosing, repairing, commissioning, and servicing turbomachinery for energy customers. 🏢 Houston – Onsite 💵 $65k - $85k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior ✨ Representative On-Site Service Representative 🕒 August 4 Grainger 10,000+ employees 🏥 Healthcare 📦 Logistics 🏭 Manufacturing Website LinkedIn All Job Openings On-site service representative managing customer MRO inventory for Grainger, a broad-line MRO products distributor. Supporting customer service, replenishment, order creation, and account growth across assigned locations. 🏢 Houston – Onsite 💵 $23 - $29 / hour ⏰ Full Time 🟡 Mid-level 🟠 Senior ✨ Representative 🦅 H1B Visa Sponsor Environmental Services Representative – Multiple Openings, Full-Time, Part-Time, Varied Shifts 🕒 June 28 Houston Methodist 10,000+ employees 🏥 Healthcare 📚 Education Website LinkedIn All Job Openings Environmental Services Representative maintaining cleanliness and infection control at Houston Methodist. Requires high school diploma and one year of experience preferred, flexible shifts available. 🏢 Houston – Onsite ⏰ Full Time 🟢 Junior ✨ Representative 🚫👨🎓 No degree required 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates About us Is Remote Rocketship legit? Privacy policy Terms of service Job board SEO course Remote Job Search MasterClass AI Apply Copilot OpenClaw job finder Find jobs using your resume Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs