Consumer Loan Opener/Post Closer

Univest Financial Corporation (UVSP), has approximately $7.9 billion in assets and $5.4 billion in assets under management and supervision (as of June, 2025). Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region. For nearly 150 years, Univest has stayed true to our philanthropic spirit and the strength of our Committed to Local giving program is one of the things that differentiates us. In 2024, Univest donated $2.1 million to our local nonprofits and our employees volunteered more than 16,000 hours.

We're hiring a Consumer Loan Opener/Post Closer to join our Consumer Lending Support Team. Please note, this is a FULLY ONSITE position in Souderton, PA.

This position is responsible for the review of new Consumer Applications and the review and delivery of closed Consumer/Home Equity loan packets to loan servicing. This requires coordination between multiple parties, attention to detail and the ability to work under deadlines.

Review Consumer Loan applications received for completeness

Ensure timely input of application information into loan software

Assemble loan folders

Review Consumer and Home Equity closing packages for completeness and compliance for delivery to Loan Servicing to ensure the new loan is opened accurately in a timely manner

Uploading all Home Equity documents and ensuring information is accurately completed in Encompass prior to delivery of documents to Loan Servicing

Maintain a log of trailing and missing documents and follow-up on a timely basis with the respective party to ensure all documents are received and the loan files are complete

Ensure HMDA data is entered correctly accurately in Encompass on each loan

Track loan closings each month to ensure all documents for each loan are received

Monitor Team email boxes to ensure all information is received and update in a timely manner

Prepare and mail Adverse Action Letters for Consumer Loans

Perform additional duties as assigned including learning duties within the Consumer Department team in order to assist as a back up

Responsible for compliance with laws and regulations that apply to this position, including the Univest Code of Conduct

High school diploma or equivalent

Ability to work in a fast-paced environment while interacting with branch staff, sales staff, vendors, and customers

Must be highly organized, detail oriented and able to work within multiple deadlines

Demonstrated ability to work through and resolve problems

Ability to learn quickly and work with multiple systems

Must possess a positive attitude, strong communication and customer service skills

Knowledge of consumer loan guidelines, regulations and requirements preferred

Knowledge of Microsoft Office preferred

Wage Range:

The salary for this position ranges from $15.00 to $22.00

Benefits Overview:

Univest offer's a comprehensive benefits package that includes:

• Health Insurance: Medical, dental and vision coverage (single or family; begins the first of the month following start date)
• Retirement Plan: Participation in 401(k) plan with up to a 3% employer match after 6 months of employment
• Paid Time Off (PTO): 15 days annually (prorated your first year)
• Short Term Disability: 10 days annually of sick time with a doctors note (prorated your first year)
• Holiday Time Off: 11 paid holidays
• We offer company paid life insurance: as well as other supplemental insurances
• Tuition reimbursement
• Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement
• Discounts: on loan products
• Professional development trainings

Click here for Benefit Information

#Univest

#LI-Onsite

An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

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