Loan Documentation Specialist

Founded in 2017, Clean Energy Credit Union is a one-of-a-kind, non-profit, financial institution dedicated to the mission of making clean energy available to everyone. We help our members afford and invest in clean energy in order to help protect our environment and improve our economy. Join our team of passionate individuals working to make an impact on the world around us.


Position Overview:


The Loan Documentation Specialist is a key member of Clean Energy Credit Union’s loan team; ensuring that our member’s loan applications are processed quickly and efficiently. This role’s primary responsibility is assisting our loan officers with the coordination, preparation, and review of all loan documentation. This includes reviewing documents to ensure they are accurate and complete, and executing appropriate member follow up as needed. The Loan Documentation Specialist also helps to review and onboard loans to the credit union’s core operating system. This role frequently engages with members directly via email and phone to address loan documentation questions.

Major Responsibilities:

  • Maintains checklists for loan documentation.
  • Uploads and/or scans documents and verifies documents are stored and viewable through imaging system.
  • Prepares loan documents for closing of secured and unsecured consumer loans.
  • Research member requests and requests from auditors/examiners.
  • Verifies accuracy of loan information and completeness of documents needed for loan to proceed to disbursement.
  • Collaborates with contractors to obtain documentation for review when necessary.
  • Works with borrowers and contractors as needed to complete loan documentation.
  • Provides high level of member service when communicating with members as well as coworkers.
  • Assists team members with loan closing and the remittance of loan funds.
  • Provides accurate information about credit union policies, procedures, and services to members.
  • Initiates ACH loan payment.
  • Assists with projects, internal operations, and other duties as requested.

Working Environment/Physical Activities:

Primary duties of this role are completed with an indoor office space. There may be need for occasional travel or irregular hours. Must be able to lift 35 lbs.

Knowledge, Skills and Abilities:

  • Detailed knowledge of the credit union’s products, services, policies, and procedures.
  • Excellent organizational and analytical skills.
  • Ability to perform multiple tasks.
  • Proficient in Microsoft Office products.
  • Strong written and verbal communication skills.
  • Ability to act in a professional manner, with strong customer service and phone skills.
  • Consistently maintains a positive and supportive attitude
  • Detail oriented.
  • Ability to collaborate and work closely with a team.
  • Capable of working and thriving in a fast-paced environment.
  • Bi-lingual is a plus.


  • Minimum of a high schoool degree or equivalent required.
  • 1 to 2 years of experience working in an office environment, data entry or a financial institution
  • Associates or Bachelor's degree may be substituted for experience.

Apply Now