Consumer Lending Systems & Process Specialist

FORUM Credit Union:

Helping Members Live Their Financial Dreams

FORUM Credit Union is a member focused, results driven financial institution who strives to provide the best customer service and financial advice to all of our members. Our mission is to help our members live their financial dreams. We offer a full suite of financial products and serve more than 155,000 members in the greater Indianapolis area.

As a Consumer Lending Systems & Process Specialist you will be responsible for maintaining the Credit Union’s loan origination system. This will include testing, maintaining, updating, and leading the ongoing development of the loan origination system with a strong focus on process development. This individual will utilize technology and data to improve accuracy and efficiency in order to support loan origination volume. 

Daily responsibilities consist of:

• Maintaining, testing, updating, and leading the ongoing development of the loan origination system with a strong focus on process development
• Utilizing technology and data to improve accuracy and efficiency in order to support loan origination volume
• Maintaining accurate documentation of processes, auditing, testing, and training
• Acting as a Consumer Lending Admin for the consumer loan origination system
• Developing and maintaining reports from the Credit Union’s core, lending, credit card servicing, and other systems
• Utilizing Microsoft Excel to merge and analyze reports for analytic and sales purposes
• Functioning as the liaison between Consumer Lending and the Marketing Business Analyst for report creation and analysis
• Assisting the lending team with audits, file reviews, vendor management, and business continuity plan updates
• Reviewing operational procedures and methods and recommending changes for improvement with an emphasis on automation and efficiency
• Identifying, researching, and analyzing production problems, developing solutions, and resolving problems
• Utilizing resources to attain an understanding of current Credit Union policies and procedures
• Performing all loan requests in an accurate and efficient manner to develop a lending relationship between the member and the Credit Union
• Ensuring all member disclosures are completed in compliance with applicable federal and state regulations

This job might be for you if:

• You accept responsibility with a high level of ownership and commitment
• You focus on the thoroughness and accuracy of work
• You understand and anticipate the internal and external customer business needs
• You have the ability to build relationships with internal and external business partners, owners, members, and colleagues
• You consistently produce accurate, thorough and complete work within defined timelines
• You drive for success; showing persistence and perseverance to achieve concrete and tangible results

What we are looking for:

• A High School Education or GED
• One to Three Years of project based experience
• Intermediate knowledge and experience with SQL
• Proficient in Microsoft Office Software

Employee Perks:

• Competitive Pay
• Student Loan Reimbursement
• Tuition Assistance
• Wellness Programs
• Community Involvement and Paid Volunteer Time
• Professional Development/Award Winning Training Program
• 401K with Match
• Comprehensive Benefits Package
• Generous Paid Time Off

Please note: A criminal background screen will be conducted upon hire.

FORUM Credit Union values and celebrates diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.