Loan Servicing Internship

Heritage Financial Credit UnionCity of Middletown, NY
Onsite

About The Position

Loan Servicing Internship Opportunity with Heritage Financial Credit Union. This 8-week internship will provide hands-on experience in the behind-the-scenes work of loan servicing, ensuring loans are accurate, compliant, and running smoothly. Heritage Financial Credit Union is a member-owned financial institution dedicated to helping members achieve their financial goals and building stronger communities. They offer affordable financial services and aim to be a leading financial institution with a culture of excellence where employees thrive. They value a workplace where everyone feels valued and respected, and where employees are provided with the training, development, and opportunities to succeed. Their Core Values are Experience, Service, Integrity, and People.

Requirements

  • Currently enrolled in an accredited college or university
  • Strong attention to detail and organization
  • Ability to follow structured procedures
  • Comfortable with Microsoft Office (Excel, Word, Outlook)
  • Ability to manage repetitive tasks with accuracy and consistency
  • Clear, professional communication skills
  • Gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work.

Nice To Haves

  • Customer service or office experience is a plus.

Responsibilities

  • Organize and manage loan documents and files
  • Assist with payments (taxes, insurance) and payoff processing
  • Support lien filings, releases, and related tracking
  • Help with insurance follow-ups, claims, and research
  • Process mail, member requests, and basic communications
  • Assist with audits, reporting, and cleanup projects
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