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Form of workTruliant’s mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.
Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.
Purpose of the Job
P1 Finance is a leading national premium finance company. We are looking to expand our Loan Activation Team with the addition of an experienced Loan Activation and Processing Specialist. You will be responsible for reviewing loan documents for accuracy, activating the approved loans, confirming funding amount totals and disbursing funds.
Essential Functions and Responsibilities
- Verify premiums, terms and conditions on each Premium Finance Agreement (PFA) for accuracy.
- Review and confirm the loan documents match the system information.
- Provide documentation to the bank for approval of funding.
- Prepare daily reports to reconcile disbursed funds.
- Respond to email inquiries, as necessary.
- Participate in and contribute to developing and improving our loan processing procedures and protocols.
- All other compliance-related assignments as may be required by the financial institution to comply with agency, internal and/or regulatory protocols.
Knowledge, Skills and Abilities
- High level of attention to detail, accuracy and be conscious of deadlines.
- Ability to provide excellent customer service in a timely, efficient and professional manner.
- Effective decision-making and critical thinking skills.
- Openly accept direction and work well with team members.
- Exercise good judgement and courteous interpersonal skills.
- Dependable, punctual and consistent full-time attendance.
- Ability to manage multiple tasks simultaneously, prioritizing by importance, and efficiently and accurately executing those tasks.
Education and Background
- High school diploma.
- 2+ years experience with an emphasis in loan processing preferred, but not required, as additional training will be provided.
- General knowledge of Microsoft Office Suite and Adobe Acrobat.
- Demonstrates aptitude for learning and a clear ability to provide prompt, high-level, responsive service.
- Displays a positive attitude, good communication skills, strong planning and execution and disciplined work ethic.
If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant!
As a member of the Truliant family, you will enjoy the following full time benefits:
- No-cost employee Medical, dental, vision coverage
- Prescription benefits (including mail order)
- Paid holidays and Paid Time Off (PTO)
- 401(k) plan with contribution matching
- Retirement/pension plan
- Paid community involvement volunteers hours
- Paid group life Insurance
- Teammate loan discounts
- Tuition reimbursement
- Short and long-term disability
- Health & Wellness program
- Teledoc (physician video conferencing)
- Onsite fitness facilities or health club reimbursement
- Employee Assistance Program (EAP)
- Medical flexible spending account
- Dependent care flexible spending account
