- Receive phone calls and assist members with miscellaneous member service issues including but not limited to credit card issues, general loan questions, payment application/calculation questions, and insurance questions.- Receive and properly apply loan payments and payoff checks received via mail.- Prepare loan modifications based on member request for consumer and mortgage loans following credit union procedures and policy and coordinate member signing.- Assign new real estate and consumer loan applications to loan officers. Troubleshoot and resolve real estate application issues for members.- Fund loans by processing journal tickets for all loan types.- Balance various GLs and submit reconciliation reports to the Accounting Department monthly.- Receive paid off loan documentation and verify reconveyance fees are collected, as required.- Serve as back up for the mail filing clerk.- Work effectively with third-party insurance tracking company, insurance agents, and members to verify and obtain member insurance policies.- Complete weekly insurance reports.- Check in and process all mailed and emailed insurance policies daily.- Follow up on and process all insurance total loss claims, lay up or exception requests and any member inquiries.- Accurately calculate and apply force placed insurance premium charges and refunds.- Make action recommendations to supervisor or senior management as appropriate and assist with special projects as needed.- Communicate effectively with all lending staff to identify needs and evaluate alternative solutions and strategies
1-4 years
-Ability to communicate effectively verbally, in writing, and over the phone, with Members, Manager, President / CEO, Members, Volunteers, Co-workers, and Senior Management Team.-Strong analytical and organizational skills.-Ability to follow oral and written instructions.-Ability to manage time and resources.-Ability and willingness to work with a variety of office equipment and software systems.-NMLS number or ability to obtain one required.
-Associates or Bachelor's degree in accounting, finance or banking preferred but not required.-1-2 years professional experience in loan operations or lending environment preferred but not required.
High School
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