-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
-Competent with Microsoft Office; ability and willingness to work with a variety of office equipment and software systems.-Complete mandatory annual BSA training that includes Red Flag, Identity Theft, OFAC, CTR and SAR reporting and thresholds, as well as the safe keeping of member information, and passesany applicable tests.
-Associate or bachelor's degree in accounting, finance or banking preferred.-1-2 years professional experience required, preferably in loan operations or lending environment preferred but not required-NMLS number or ability to obtain one required.
Associate
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