Serve as liaison between loan department, credit union employees and members. Provide information on loan types and credit union products to members and fellow employees.
Essential Functions & Responsibilities:
50% - Send and receive loan documents to/from members using the Signix tool and email.
20% - Fund all loans for assigned Sales Associates.
10% - Forward title packages to Title Clerks.
5% - Process indirect loans from Credit Human and reconcile GL monthly.
5% - Review personal and Loan Processor queues and follow up on all loans as needed to promote completed paperwork and loan funding.
5% - Complete home improvement and equity loan documents. File documents to perfect lien on home improvement/equity loans.
5% - Perform other job duties as assigned.
1. Ensure accurate and timely processing of all loan documents.
2. Ensure all necessary documents are present, signed, and imaged.
3. Maintain a high quality control score.
4. To ensure member service is top priority whether internally or externally; treat members and employees professionally with courtesy and respect.
Knowledge and Skills:
Experience: Minimum one year operations and/or lending experience, preferably in a credit union environment.
Education: A high school education or GED. Must be knowledgable of Bank Secrecy Act and Anti-Money Laundering regulations and requirements.
Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
Other Skills: Must possess excellent verbal communication skills. Must have a proactive attitude toward members, supervisors, co-workers and the credit union. Must be proficient in Microsoft Office products, including but not limited to Word, Excel, email and Outlook. Ability to handle multiple projects simultaneously and work with limited supervision, exercising own initiative and judgment.
Physical Requirements: While performing the duties of the job, the employee is regularly required to :
-position self to move about the work area
-reach, grab, sort
-communicate in person and via telephone with others
-identify and recognize small font communication
-ability to transport a minimum of 10 pounds