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Direct Loan Processor

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Wollborg Michelson

Sacramento, CA (In Person)

Full-Time

Posted 4 weeks ago (Updated 3 days ago) • Actively hiring

Expires 6/5/2026

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Job Description

Direct Loan Processor Job Summary The Direct Loan Processor provides prompt, efficient, and accurate service from the application stage through funding for consumer loans. This role manages a high volume of loan-related calls, supports staff with complex loans, prepares loan documentation, and ensures compliance with applicable laws and regulations while delivering excellent customer service. Responsibilities Ensure compliance with applicable state and federal laws, including bank secrecy and anti-money laundering regulations. Handle a high volume of inbound and outbound loan-related calls and applications. Analyze data, research information, collect documentation, and prepare accurate loan documents. Obtain and verify DMV documentation to record liens on loan collateral. Collaborate with internal departments throughout the loan application and funding process. Audit operational documents for compliance, accuracy, and authenticity. Maintain current knowledge of lending policies, procedures, and regulations. Conduct email correspondence, respond to chat inquiries, and assist with escalated calls and messages. Identify and mitigate potential fraud and suspicious activity. Conduct member interviews, perform financial calculations, and gather information to satisfy loan conditions. Prepare loan documents for signing and disbursement. Monitor emails and chats, collaborate in real time, and respond promptly. Participate in video conferencing and online meetings as needed. Communicate effectively with employees and follow up on member inquiries. Provide exceptional customer service to members, dealerships, and finance companies. Perform other related tasks as assigned. Requirements High school diploma or equivalent;some college coursework preferred. Approximately 3 years of experience in a fast-paced call center or similar environment with high call and loan processing volume. Experience in a busy call center environment preferred. Strong multitasking skills with high attention to detail and accuracy. Exceptional verbal and written communication skills. Ability to handle pressure and remain calm in challenging situations. Efficient work style to manage high call volumes while maintaining quality support. Empathetic and friendly approach to build positive rapport with customers. Excellent organizational skills for multitasking and managing multiple duties. Knowledge of DMV titling and lien filing preferred. Familiarity with Microsoft Office programs. Ability to identify and mitigate potential fraud and suspicious activity. Prolonged sitting with occasional mobility required. Corrected vision and hearing within normal range. Ability to lift up to 15 lbs as required. Occasional movement throughout the department to interact with staff. Skills High-volume call handling and customer service. Consumer and direct loan processing. Data analysis, documentation, and loan file preparation. Problem-solving and critical thinking. Fraud detection and risk mitigation. Verbal and written communication. Multitasking, organization, and time management. Proficiency with Microsoft Office and online communication tools. Knowledge of DMV titling and lien processes. Summary Qualifications High school diploma or equivalent;additional education preferred. Several years of experience in a high-volume call center or loan processing environment. Proven ability to manage multiple tasks accurately under pressure. Demonstrated customer service excellence and clear communication skills. Working knowledge of lending policies, procedures, and compliance standards. Experience with auto and personal loans preferred. Wollborg Michelson Recruiting is an Equal Opportunity Employer and prohibits discrimination of any kind. We ensure job offers are made based of one s employment experience, skills, and qualifications, regardless of race, gender, ethnic origin, or any other classification protected by law. All applicants must furnish proper identification to prove their legal right to work in the US upon a job offer. We participate in E-Verify to confirm one s right to work in the US. Wollborg Michelson Recruiting does not provide sponsorship for an employment-based visa status.

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