[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-259286-105":53,"doc-detail-259286-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","loan-processor-job-description-2023-application-requirements-responsibilities-and-benefits","Loan Processor Job Description - 2023 - Application Requirements, Responsibilities, and Benefits","","Loan Processor position at Accessity, a San Diego-based certified Community Development Financial Institution focused on expanding financial opportunity for underserved entrepreneurs. The role supports intake and lending operations by managing application pipelines, contacting applicants, validating documents before underwriting, updating systems such as Salesforce and TEA, answering inquiries, and assisting with referrals and Rapid Loan processing. Qualifications emphasize customer service, communication, detail orientation, financial document familiarity, organizational skills, bilingual ability as a plus, and hybrid work environment. Benefits include comprehensive insurance, 403(b), paid time off and holidays.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":16,"@type":70,"position":76},"https://docshare.wps.com/template/resumes/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/loan-processor-job-description-2023-application-requirements-responsibilities-and-benefits/259286/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/loan-processor-job-description-2023-application-requirements-responsibilities-and-benefits/259286.png","ImageObject",442,249,{"name":88,"@type":89},"นรินทร์","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-21","2026-09-13",true,{"@type":98,"interactionType":99,"userInteractionCount":79},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"Who does the Loan Processor report to and what team is involved?","Question",{"text":108,"@type":109},"The Loan Processor reports to the Client Experience Manager and works as part of the intake team.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What systems and processes are involved in loan processing?",{"text":113,"@type":109},"The role uses Salesforce and the TEA software database to manage pipelines, input and import client information, update trackers, and set follow-up tasks.",{"name":115,"@type":106,"acceptedAnswer":116},"What qualifications are required for the position?",{"text":117,"@type":109},"A bachelor’s or associate degree or related experience is required, along with customer service experience, strong communication, attention to detail, financial/quantitative skills, organizational ability, and proficiency with computer tools.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},259286,1790383768,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":15,"category_name":16,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":79,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":76,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":9},2336475104957,"https://ap-avatar.wpscdn.com/avatar/22000c4c6bd8a5076e1?x-image-process=image/resize,m_fixed,w_180,h_180&k=1787554080175789136","San Diego, CA 92114  \n[http://accessity.org/](http://accessity.org/)  \n(619) 795-7250  \nAbout Accessity:  \nThe mission of Accessity is to open doors of financial opportunity to those with historically less access to capital and business support: entrepreneurs of color, women, immigrant, and low‐to moderate‐income entrepreneurs, enabling them to build a prosperous business and livelihood for their families, while also strengthening our communities with job retention/creation. With headquarters in San Diego, Accessity is a certified Community Development Financial Institution that offers small business loans up to $100,000 and access to a community of support to small business owners across Southern California (San Diego, Los Angeles, Orange, San Bernardino, Riverside, and Imperial Counties) . Please visit www.[accessity.org](accessity.org) for more information.  \nJob Overview:  \nThe Loan Processor reports to the Client Experience Manager and is a part of the intake team. The position supports the lending and business development departments while providing the highest level of customer service to loan applicants and prospects. The Loan Processor assists incoming applicants with any questions and ensures that the application and all required documents to complete a loan packet are for the lending team to process. The Loan Processor also assists potential applicants who may have questions about starting the loan application process with Accessity.  \nLoan Processor responsibilities:  \n1. Process a pipeline of incoming applications at different stages to include:  \na. Prompt calls to applicants with their eligibility status  \nb. Consistent and proactive follow up with applicants to gather necessary documentation to complete their loan file  \nc. Review of all required documents to ensure accuracy prior to sending to underwriting  \nd. Input of client information into Salesforce and TEA software database  \n2. Process new applications  \n3. Updates to loan processing tracker via Salesforce to maintain current snapshot of applications in intake  \n4. Use Salesforce for pipeline management, updating notes and setting tasks for follow-up on pending files  \n5. Import all leads and applications from Salesforce into TEA software database  \n6. Answer phone calls and assist walk‐ins from prospective borrowers inquiring about Accessity’s loan program  \n7. Assist clients with referrals to outside support sources when they do not meet initial screening criteria, or work with other lending support staff to respond to client needs  \n8. Work closely with the Business Development Officers in collecting documents and keeping them informed of the status of their originated applications  \n9. Support with processing Rapid Loan applications  \n10. Application importing  \n11. Lead Generating Dashboard back-up  \n12. Perform other duties as assigned  \nQualifications:  \n• Bachelor’s or associate degree or related experience required.  \n• Customer service experience.  \n• Excellent communication skills, written and oral.  \n• Strong attention to detail while managing multiple tasks.  \n• Financial and quantitative skills.  \n• Strong organizational and time management abilities.  \n• High level of initiative and motivation.  \n• Can work effectively in a cohesive team environment as well as independently.  \n• Experience working with financial documents, including profit & loss statements, balance sheets and tax returns and business entity documentation.  \n• Proficient computer skills.  \n• Bilingual a plus.  \n• Salesforce experience a plus.  \nWork Environment:  \nWork is generally performed in an office setting with a moderate noise level. Currently this position is hybrid in-office and remote. The Accessity team is a passionate and professional group that loves supporting local small businesses to make their dreams and economic stability grow!  \nBenefits/Pay:  \nWe offer a warm, inviting work environment with a culture that values diversity and inclusion, innovation, int","cbCailtdrqIHjR0H","https://ap.wps.com/l/cbCailtdrqIHjR0H","pdf",178195,"English","# Job Overview\n## Loan Processor Responsibilities\n## Qualifications\n## Work Environment\n## Benefits/Pay\n## Physical Demands\n## How to Apply","[{\"question\":\"Who does the Loan Processor report to and what team is involved?\",\"answer\":\"The Loan Processor reports to the Client Experience Manager and works as part of the intake team.\"},{\"question\":\"What systems and processes are involved in loan processing?\",\"answer\":\"The role uses Salesforce and the TEA software database to manage pipelines, input and import client information, update trackers, and set follow-up tasks.\"},{\"question\":\"What qualifications are required for the position?\",\"answer\":\"A bachelor’s or associate degree or related experience is required, along with customer service experience, strong communication, attention to detail, financial/quantitative skills, organizational ability, and proficiency with computer tools.\"}]","Loan Processor Job Description - 2023 - Application Requirements, Responsibilities, and Benefits | PDF",1789331451]