Consumer Lending Specialist Job at Robert Half (Albany)

Consumer Lending Specialist

This contract‑to‑hire role is perfect for someone who loves helping people, thri...

Location

United States , Albany

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Strong customer service or call center experience
Clear, warm, and professional communication
Enjoy helping members make confident financial decisions
Detail-oriented, organized, and comfortable multitasking
Essential Excel/Word skills and an analytical mindset
Eager to learn — lending experience is prefered, but not required
Proven experience in loan administration and consumer lending
Familiarity with mortgage processing, closing, and loan underwriting procedures
Strong customer service skills, including call center experience and direct client support
Proficiency in high-volume data entry and data analysis

Job Responsibility

Assisting members via phone, email, text, and in person through the lending process
Processing loan applications and gathering required documentation
Completing initial underwriting steps (training provided)
Maintaining accurate and organized loan files
Preparing files for underwriting review and coordinating closings
Explaining loan terms and next steps in a friendly, supportive way
Contributing to a team focused on service, accuracy, and community impact

What we offer

Steady Monday–Friday schedule
Warm, community‑focused culture
Supportive onboarding and hands‑on learning
Clear long‑term growth potential in lending and underwriting
Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance
Eligible to enroll in our company 401(k) plan

Fulltime

Consumer Lender - Support Specialist

We are looking for a detail-focused Consumer Lender - Support specialist to join...

Location

United States , Midland

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

High school diploma or equivalent required
At least 2-3 years of experience in financial services or a related lending support environment
Working knowledge of Microsoft Word and Excel, including the ability to create and edit basic business documents and spreadsheets
Familiarity with loan administration, mortgage processing, mortgage closing, mortgage lending, or loan origination activities
Strong analytical and problem-solving skills with close attention to detail
Effective written and verbal communication skills and the ability to work with internal partners professionally
Ability to manage multiple priorities in a fast-paced environment while meeting quality and service standards
Reliable attendance and flexibility to work overtime when needed

Job Responsibility

Review collateral records and related loan documents to confirm they match approved credit information before processing partial or full releases
Update loan and collateral data in servicing systems to reflect releases, changes to lien status, and ongoing collateral requirements
Coordinate with internal business partners to obtain missing paperwork, clarify documentation issues, and provide updates on loan status
Prepare and process filings or recorded documents needed to release security interests, including items such as mortgages, titles, and other collateral-related records
Track hazard insurance information tied to pledged collateral and investigate report results to identify and resolve data inconsistencies
Manage incoming documentation queues to keep work moving efficiently and meet established turnaround expectations
Perform quality checks on completed work to help maintain accuracy and consistency across the team
Handle distribution or mailing of original documents when required as part of the release and documentation process

What we offer

Medical, vision, dental, and life and disability insurance
401(k) plan

Consumer Lender - Support Specialist

We are looking for a dependable Consumer Lender - Support specialist to join our...

Location

United States , Fresno

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 1 year of experience in consumer lending support, teller operations, or a similar financial services role
Working knowledge of loan administration and routine cash handling practices
Experience balancing cash drawers and maintaining accurate daily transaction records
Ability to process cash deposits, payments, and related account transactions with strong attention to detail
Strong customer service skills with the ability to communicate clearly and professionally
Demonstrated ability to maintain confidentiality when handling member and account information
Comfortable identifying member needs and suggesting appropriate financial products or service options.

Job Responsibility

Welcome members courteously and create a helpful, service-focused experience during each interaction
Process day-to-day account activity, including deposits, withdrawals, loan payments, check cashing, and internal transfers, while maintaining a high level of accuracy
Reconcile and balance the cash drawer at the end of each business day and ensure transaction documentation is complete and accurate
Listen carefully to member questions and identify opportunities to recommend relevant products and services such as savings options, direct deposit, and digital banking tools
Protect sensitive financial and personal information by following established privacy and security standards
Address routine member concerns promptly and escalate more complex issues to the appropriate team for resolution
Remain informed on current policies, procedures, and regulatory requirements to support compliant and consistent service delivery.

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Consumer Lender - Support Specialist

We are looking for a detail-oriented Consumer Lender - Support specialist to joi...

Location

United States , Newark

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Experience supporting loan administration, mortgage processing, mortgage closing, or related lending operations
Strong organizational skills with close attention to detail when handling paper and electronic loan documentation
Ability to manage multiple priorities, follow established procedures, and adapt to changing workflow demands
Effective written and verbal communication skills, including clear email correspondence and cross-functional coordination
Basic computer proficiency and the technical ability to update tracking systems accurately
Customer service mindset with strong interpersonal skills and a collaborative approach to team support
Familiarity with filing practices, audit support, and records management within a financial services or banking environment

Job Responsibility

Oversee loan documentation throughout its lifecycle, ensuring records are maintained, archived, and disposed of in accordance with established retention guidelines
Track the movement of files between departments and storage locations, updating internal records promptly to preserve accurate file visibility
Coordinate the transfer of loan files from active storage to on-site and off-site retention areas, including preparation for boxing and shipment
Review incoming paperwork and place documents into the correct loan files with a high degree of accuracy and consistency
Support monthly file status reporting by confirming the whereabouts and checkout status of records currently outside the file center
Respond to audit-related requests by locating, organizing, and delivering loan files within required timeframes
Keep current with regulatory, investor, and company requirements that influence document retention and file handling practices
Provide day-to-day assistance to internal teams and affiliated banking partners regarding file center procedures and documentation processes
Apply compliance expectations and quality service standards to all tasks while assisting with additional operational duties as needed

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Consumer Lender - Support specialist

We are looking for a detail-oriented Consumer Lender - Support specialist to joi...

Location

United States , Newark

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Experience in loan administration, mortgage operations, consumer lending support, or a similar back-office financial services environment
Working knowledge of document handling practices related to loan origination, mortgage processing, closing support, or records management
Strong organizational skills with close attention to detail and the ability to manage large volumes of paper and electronic files
Ability to balance multiple priorities, follow established procedures, and adapt effectively as business needs change
Clear written and verbal communication skills, including effective email correspondence and effective coordination with internal teams
Basic computer proficiency and comfort updating tracking information in internal systems with accuracy and timeliness
Customer-focused approach with strong interpersonal skills and a collaborative mindset
Ability to support audit activities, analyze file discrepancies, and follow compliance and retention requirements consistently

Job Responsibility

Manage consumer loan files through each stage of their lifecycle, from initial intake through final retention and authorized destruction, in accordance with corporate recordkeeping standards
Record and track the movement of files that are checked out of the file center, update location details in internal systems, and help ensure records can be retrieved quickly and accurately
Coordinate the transfer of documentation between active storage, on-site storage areas, and off-site facilities, including preparing files for boxing and shipment
Review incoming loan-related documents, organize materials appropriately, and file them into the correct customer records with a high degree of accuracy
Support monthly file status reporting by confirming the whereabouts and return status of documents currently out of the file center
Respond to internal and external audit requests by locating, organizing, and delivering required loan files within established timelines
Keep current with bank, investor, and regulatory record retention requirements and apply those standards to daily file management activities
Provide operational guidance to departments and affiliated banking partners regarding file center procedures, documentation handling, and related process questions
Deliver dependable service to internal stakeholders while maintaining compliance awareness and assisting with other administrative support tasks as needed

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Dispute Resolution Specialist - Case Manager

As a Dispute Resolution Officer, you will act as an impartial investigator, reso...

Location

Australia , Melbourne

Salary:

38.00 - 38.99 AUD / Hour

Randstad

Expiration Date

July 12, 2026

Requirements

Banking or Finance Background: Experience within Retail Banking, Lending/Credit Risk, Hardship, Fraud/Scams, or Financial Call Centers
Exceptional Written Communication: A proven track record of drafting precise, professional email correspondence and structured, formal letters. You can translate complex bank-speak into clear, empathetic, and definitive English
Advanced Customer Service/Call Center Expertise: Comfort managing phone queues, handling complex inbound/outbound calls, and maintaining a calm, authoritative, and professional demeanor during difficult conversations
Investigative Mindset: Strong critical thinking skills with the ability to weigh conflicting evidence objectively and find the truth
Experience in a similar role required

Job Responsibility

Investigate & Analyse: Conduct deep-dive reviews into disputed lending, mortgages, credit products, and sophisticated scam cases
Articulate Complex Decisions: Author high-quality, legally robust, yet accessible final decision letters and formal email correspondence that clearly outline findings to both consumers and bank executives
De-escalate & Mediate: Utilize your advanced phone manner to navigate challenging, emotionally charged conversations with customers, bank representatives, and legal counsel
Uphold Industry Standards: Act as a fair arbiter, ensuring all parties adhere strictly to the Banking Code of Practice and relevant regulatory frameworks

What we offer

Flexibility: Fully office based for 6-8 weeks then 3 days in the office 2 days from home after training

Fulltime

!

Loan Operations Support Specialist

We are looking for a detail-oriented Loan Operations Support Specialist to join ...

Location

United States , Midland

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 1 year of experience in loan operations, loan processing, or a related banking support function
Working knowledge of loan administration and consumer lending documentation
Familiarity with loan origination processes and loan file preparation
Strong attention to detail with the ability to identify missing signatures, dates, and required documentation
Ability to manage shifting priorities in a fast-paced banking environment
Proficiency using banking or lending systems for data entry and record updates
Strong organizational and administrative support skills with effective internal communication abilities

Job Responsibility

Support consumer loan processing activities by entering and maintaining loan information in bank lending systems with a high level of accuracy
Prepare, organize, and review loan documentation to help ensure files are complete and ready for processing
Verify that required signatures, dates, and supporting details are present in loan files before submission or final review
Provide day-to-day administrative assistance to lending and loan processing teams to keep workflows moving efficiently
Monitor multiple assignments at once and adjust to changing priorities while meeting operational deadlines
Apply knowledge of lending practices and loan operations procedures to complete assigned tasks effectively
Assist with document tracking, file maintenance, and related operational updates needed to support loan processing
Communicate with internal team members to resolve missing information and help maintain accurate loan records

What we offer

Medical, vision, dental, and life and disability insurance
Company 401(k) plan for contract/temporary professionals
Free online training

Indirect Funding Specialist

Our client, a leading credit union located in North Austin, TX, is seeking an In...

Location

United States , Austin

Salary:

22.00 - 25.00 USD / Hour

Beacon Hill

Expiration Date

Until further notice

Requirements

High School Diploma or equivalent required
Minimum of 1 year of experience in indirect lending, dealer relationship management, or loan funding
Proficiency with Microsoft Word and Excel
Knowledge of legal requirements for consumer loan documentation, including power of attorney forms for collateralized loans
Ability to handle confidential material in a highly ethical manner
Professional, personable, and friendly communication style with strong member and dealer service orientation
Proficiency with CUDL and Lend Pro origination systems

Job Responsibility

Facilitate loan closings with dealer partners and vendors across multiple indirect lending products while ensuring documents are accurate and compliant
Perform quality control reviews of loan documentation and verify that all required disclosures have been executed
Balance and reconcile general ledgers for indirect lending on a monthly basis
Identify red flags in loan documentation and escalate or resolve potential fraud concerns
Serve as a primary contact for dealerships regarding loan processing, funding, and issue resolution in a high-volume environment
Maintain strong dealer, vendor, and member relationships to positively represent the credit union

Fulltime

Select Country

Consumer Lending Specialist

Job Description

Job Responsibility

Requirements

Nice to have

What we offer

Looking for more opportunities?

Consumer Lending Specialist

Consumer Lending Specialist

Consumer Lender - Support Specialist

Consumer Lender - Support Specialist

Consumer Lender - Support Specialist

Consumer Lender - Support specialist

Dispute Resolution Specialist - Case Manager

Loan Operations Support Specialist

Indirect Funding Specialist

Our AI answers in your language