Consumer Lending Clerk

RALLY CREDIT UNION•Corpus Christi, TX

1d•Onsite

About The Position

This position is responsible for completing clerical tasks for credit union staff to ensure the timely delivery of services to members and contacts. The role involves maintaining department spreadsheets, assisting with loan application assignments, monitoring queues and mailboxes, performing file maintenance, and processing workflows. Accuracy and attention to detail are crucial for this role, as is ensuring the protection of the credit union's interests through adequate documentation and adherence to policies and regulations.

Requirements

High school diploma or equivalent
6 months reception or data entry experience
Accuracy
Attention to detail
Ability to perform job functions independently or with limited supervision
Ability to work effectively either on own or as part of a team
Strong ability to read and carry out various written instructions
Ability to follow oral instructions
Strong ability to speak clearly and deliver information in a logical and understandable sequence
Ability to anticipate member needs, initiate assistance, make recommendations of appropriate products/services
Capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization
Demonstrate highest levels of customer service and discretion when dealing with the public
Able to perform responsibilities with composure under the stress of deadlines/requirements for extreme accuracy and quality and or fast pace
Able to effectively handle multiple, simultaneous, and changing priorities
Capable of exercising highest level of discretion on both internal and external confidential matters
Wrist/hand manipulation and restriction to workstation for extended periods of time
Close vision for frequent viewing of computer monitor and review of documents

Nice To Haves

Credit union or financial experience preferred

Responsibilities

Issue cashier’s checks according to loan funding instructions.
Maintain department spreadsheets and follow up with Consumer Lending staff on pending items.
Assist with assigning pending loan applications to Consumer Lending staff.
Monitor Glia queue and transfer pending engagements to Consumer Lending staff.
Monitor department voicemail and assign to Consumer Lending staff.
Monitor department shared mailbox and assign to Consumer Lending staff.
Perform general file maintenance and research transactions.
Receive and distribute all incoming faxes and mail to Consumer Lending staff.
Assist with submitting Akcelerant workflows for loan and account maintenance.
Review title work and funded loans for accuracy and route to the title department.
Place department supply orders.
Foster a teamwork attitude to ensure all credit union goals and objectives are achieved.
Maintain accurate data entry in regard to member records, maintenance, and transactions; have the ability to find and correct errors.
Ensure the protection of the credit union’s interest in matters of adequate documentation; includes but not limited to loan, title work, and account packets.
Adherence to security, internal control procedures, policies and applicable laws and regulations.
Adhere to mandatory compliance, product, and credit union training.
Demonstrates an understanding of and follow the requirements of all regulation compliance including but not limited to those Bank Secrecy Act (BSA), AntiMoney Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP) and Member Due Diligence (MDD) as it specifically relates to their job functions.
Responsible for completing BSA/AML compliance training annually.