Loan Servicing Internship

Heritage Financial Credit Union • Middletown, NY

1d

About The Position

Loan Servicing Internship Opportunity with Heritage Financial Credit Union Ever wondered what happens after a loan is approved? This 8-week internship will give you a front-row seat to the behind-the-scenes work that keeps loans accurate, compliant, and running smoothly while building real, hands-on experience along the way. Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our Core Values are at the heart of everything we do: Experience: Go Above Expectations; Create Positive Moments; Personally Acknowledge Service: Deliver As One Team; Stay A Step Ahead; Guide With Product Expertise Integrity: Do What's Right; Speak the Truth; Own Our Actions People: Grow Together; Respect Every Voice; Build Trusting Relationships; Strengthen Culture & Community

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
• This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. We will provide on-line training to support this. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance

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

Benefits

• Real-world experience in banking operations and quality control
• Hands-on experience with real loan servicing processes from post-closing through payoff
• Exposure to compliance requirements, documentation standards, and risk controls
• Practical skills in financial transactions, recordkeeping, and operational workflows
• Experience working with cross-functional teams and supporting member needs
• Insight into both consumer and real estate lending operations
• Opportunity to build organization, accuracy, and problem-solving skills in a professional setting

What This Job Offers

• Job Type: Full-time
• Career Level: Intern
• Education Level: No Education Listed
• Number of Employees: 11-50 employees