Credit Union MSR II/Loan Processor

Seeking detail-oriented, self-starter who wishes to grow with a single-SEG credit union. Must be able to accurately multi-task, quickly respond and provide resolution from multiple channels. Must be detail oriented, organized, and capable of communicating on a professional/business level and possess basic business acumen. Must be able to work independently as well as work in a team environment.

Responsibilities

• Answer phones. Respond to member inquiries regarding account balances, transaction details and methods of obtaining credit union services.
• Perform over-the-counter transactions for walk-in members such as account opening, payroll deduction changes, loan applications and account maintenance.
• Compile, analyze and prepare general reports utilizing Excel and Portico.
• Compile supporting loan documentation, image, maintain and explain loan processes to members.
• Organize and input required loan documents for loan officers.
• Audit and fund pending loans and loan support documentation.
• Organize and maintain file documentation for payroll deductions and ACH transactions.
• Maintain online account access and respond to member inquiries through the online account review systems.
• Open new accounts. Input data and account setup for all requested services.
• Process loan payments, order payment coupons, make bank deposits.
• Provide general administrative support to loan officers and management.
• Research debit card and checking account transaction history to re-create balance availability.
• Solve and resolve member complaints and communicate resolution to proper channels.

Experience Requirements:

• Must have 2+ years working in financial institution.  Preferably in the ACH department, Member Services, Lending or other front line teller role. Experience in Portico or FiServ products is a plus.
• Must have over-the-top, friendly, outgoing attitude while working in a high-volume environment.
• Must have general/working knowledge of financial institution terminology, structure and organization.
• Must be highly organized and demonstrate strong attention to detail.
• Must be able to effectively communicate information, both verbal and written to a wide range of audience.
• Must have general knowledge of consumer lending processes and loan documentation including auto title processing. Previous title work experience is a plus.
• Bi-lingual (Spanish) is preferred.