Loan Support Specialist I

A+ Federal Credit Union is focused on helping its members make informed financial decisions. The Loan Support Specialist I will provide outstanding service to internal members and perform various support functions in accordance with established policies and procedures.

Responsibilities

• Fax daily ACH reports to dealers
• Respond to secure messages from members sent through online banking
• Completion of assigned Synapsys Events to include but not limited to – Collections Requests, document requests, release of liens and the removal of GAP, MBP &/or Payment Protection
• Process all TDR’s(Troubled Debt Restructures), Loan Extensions & Alternate Payment Structures
• Respond to emails sent ([email protected]) in regards to member loan questions and refer to appropriate departments when necessary
• Complete all Skip-a-payment (SAP) & Change of Due Date (CDD) requests submitted by phone, DocuSign, Synapsys & fax
• Prepare outgoing and distribute incoming mail for One La Costa departments
• Work the lending inbox daily, which includes but not limited to- processing checks & return mail
• Processing and Paying of Dealer Drafts
• Run daily batch of checks for One La Costa using check processing software
• Send daily balancing reports to accounting
• Perform indirect quality check on indirect loans after funding
• Move electronic contracts and membership cards from file directory to imaging loan records or member records
• Move downloaded electronically signed documents via Docusign from file directory to imaging
• Complete daily Closed Loan report by updating paid loans in imaging as CLOSED
• Verify that all loan documents are in imaging from paper contracts received
• Provide administrative support to the lending department
• Assist with indexing documents for imaging
• Order supplies for the One La Costa office
• Perform other credit union functions and responsibilities as required or assigned

Skills

• High school diploma or G.E.D. equivalent
• One year of general office experience preferred
• Able to work independently and as part of a team, with the flexibility to adapt to change
• Excellent organization skills
• Skilled in MS Office including Word, PowerPoint, and Outlook
• Excellent skill in Excel required
• Basic math/accounting skills, 10-key calculator by sight along with skilled use of phone system, computer and all related software
• Detail-oriented in order to provide accurate, relevant, and timely information to internal and external members
• Excellent written and verbal communication skills
• Excellent research and problem solving skills
• Must have the ability/stamina to work at least 40 hours a week
• Will frequently reach, feel, bend, stoop, carry, finely manipulate and key in data
• Must be able to engage in problem-solving skills to help identify and solve potential issues in the field
• Must be able to communicate heavily through telephone, e-mail and in-person communications
• One year of general office experience preferred
• Pleasant and professional appearance
• Verbal skills
• Good listening skills
• Flexible working hours
• Dependable
• Organizer and planner
• Possess decision-making abilities
• Versatile in all aspects of the CU

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