Loan Support Specialist I
Loan Support Specialist I Job Type Full Time Hybrid Exemption Type Non Exempt Wage Amount 1908 hourly minimum The primary purpose of this position is to assist the Credit Union in achieving its mission of becoming our members first choice as their partner to make informed financial decisions Your role to achieve this mission will be to provide outstanding service to internal members and under general supervision and in accordance with established policies and procedures to perform a variety of support functions for the membership Support a sales and service culture Maintain a working knowledge of all services and operations of the credit union Essential Functions Fax daily ACH reports to dealersRespond to secure messages from members sent through online bankingCompletion 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 ProtectionProcess all TDRsTroubled Debt Restructures Loan Extensions & Alternate Payment StructuresRespond to emails sent loansaplusfcuorg in regards to member loan questions and refer to appropriate departments when necessaryComplete all Skip a payment SAP & Change of Due Date CDD requests submitted by phone DocuSign Synapsys & faxPrepare outgoing and distribute incoming mail for One La Costa departmentsWork the lending inbox daily which includes but is not limited to processing checks & return mailProcessing and Paying of Dealer DraftsRun daily batch of checks for One La Costa using check processing software Send daily balancing reports to accountingPerform indirect quality check on indirect loans after fundingMove electronic contracts and membership cards from file directory to imaging loan records or member recordsMove downloaded electronically signed documents via Docusign from file directory to imagingComplete daily Closed Loan report by updating paid loans in imaging as CLOSEDVerify that all loan documents are in imaging from paper contracts receivedProvide administrative support to the lending departmentAssist with indexing documents for imagingOrder supplies for the One La Costa officePerform other credit union functions and responsibilities as required or assignedEducation and Experience High school diploma or GED equivalentOne year of general office experience preferredKnowledge Skills & Abilities Able to work independently and as part of a team with the flexibility to adapt to changeExcellent organization skillsSkilled in MS Office including Word PowerPoint and Outlook Excellent skill in Excel requiredBasic mathaccounting skills 10 key calculator by sight along with skilled use of phone system computer and all related softwareDetail oriented in order to provide accurate relevant and timely information to internal and external membersExcellent written and verbal communication skillsExcellent research and problem solving skillsDesirable Traits Pleasant and professional appearanceVerbal skillsGood listening skillsFlexible working hoursDependableOrganizer and plannerPossess decision making abilitiesVersatile in all aspects of the CUPhysical Functions Must have the abilitystamina to work at least 40 hours a weekWill frequently reach feel bend stoop carry finely manipulate and key in dataMust be able to engage in problem solving skills to help identify and solve potential issues in the fieldMust be able to communicate heavily through telephone e mail and in person communicationsTypes of Decisions made independently Correct filing order of documents and problem solving using AFCU policies and procedures Types of Decisions requiring supervisory approval Situations outside AFCU policies and procedures