Josh Schultz
Fitchburg,WI
Summary
Dynamic Loan Processor and Operations/Lending Specialist with a proven track record at Heartland Credit Union and St. Marys and Affiliates Credit Union. Excelled in documentation review and fostering teamwork, significantly enhancing client satisfaction and retention. Skilled in portfolio management, adept at streamlining loan processing and underwriting procedures.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Loan Processor
Heartland Credit Union
12.2023 - Current
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Ensured accuracy of client information, verifying data collected during the application process and updating records as needed.
- Assisted clients in understanding complex financial documents required for completing their loan applications successfully.
- Reviewed approximately 10-15 loan files per day for completeness, identified missing documentation, and generated condition lists for applicants.
- Set up and completed loan submission packages.
- Assisted loan officers with origination and closing processes to fastrack procedures and promote teamwork.
Operations/Lending Specialist
St. Marys and Affiliates Credit Union
07.2021 - 12.2023
- Educated clients on various lending products available, helping them make informed decisions that best suited their financial goals.
- Collaborated with underwriting team to ensure adherence to lending guidelines while maintaining client confidentiality throughout the process.
- Resolved customer complaints promptly and professionally, resulting in increased satisfaction rates among borrowers.
- Developed strong relationships with clients, fostering trust and loyalty to maintain a high retention rate of satisfied customers.
Education
BBA - Finance
University of Wisconsin Oshkosh
Oshkosh, WI05-2021
Skills
- Data entry
- Documentation review
- Teamwork and collaboration
- Portfolio management
- Document review
- Loan underwriting
- Loan servicing
- Attention to detail
Accomplishments
Certified Notary Public 2022
Certification
Certified Credit Union Financial Counselor
Timeline
Loan Processor
Heartland Credit Union
12.2023 - Current
Operations/Lending Specialist
St. Marys and Affiliates Credit Union
07.2021 - 12.2023
BBA - Finance
University of Wisconsin Oshkosh
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