Loan Support Specialist I

A+ Federal Credit Union•Austin, TX

5d•Hybrid

About The Position

The Loan Support Specialist I supports the Credit Union’s mission of helping members make informed financial decisions by providing outstanding service to internal members. Under general supervision and in accordance with established policies and procedures, this role performs a variety of membership and lending support functions and supports a sales and service culture. The specialist maintains working knowledge of Credit Union services and operations and provides administrative support to the lending department.

Requirements

High school diploma or GED equivalent.
Able to work independently and as part of a team, with flexibility to adapt to change.
Excellent organizational skills.
Proficiency in Microsoft Office, including Word, PowerPoint, and Outlook; excellent Excel skills required.
Basic math and accounting skills.
Able to use a 10-key calculator by sight and skilled in using a phone system, computer, and related software.
Detail-oriented, with the ability to provide accurate, relevant, and timely information to internal and external members.
Excellent written and verbal communication skills.
Excellent research and problem-solving skills.
Ability and stamina to work at least 40 hours per week.
Ability to frequently reach, feel, bend, stoop, carry, finely manipulate, and key in data.
Ability to communicate extensively by telephone, email, and in person.

Nice To Haves

One year of general office experience preferred.
Pleasant and professional appearance.
Good verbal and listening skills.
Flexible working hours.
Dependable, organized, and able to plan.
Decision-making abilities.
Versatility in all aspects of Credit Union operations.

Responsibilities

Fax daily ACH reports to dealers.
Respond to members’ secure messages sent through online banking.
Complete assigned Synapsys events, including collections requests, document requests, lien releases, and removal of GAP, MBP, and/or Payment Protection.
Process troubled debt restructures (TDRs), loan extensions, and alternate payment structures.
Respond to loan-related emails sent to [email protected] and refer inquiries to the appropriate departments when necessary.
Complete Skip-a-Payment (SAP) and Change of Due Date (CDD) requests received by phone, DocuSign, Synapsys, and fax.
Prepare outgoing mail and distribute incoming mail for One La Costa departments.
Work the lending inbox daily, including processing checks and return mail.
Process and pay dealer drafts.
Run the daily batch of checks for One La Costa using check-processing software and send daily balancing reports to accounting.
Perform indirect quality checks on indirect loans after funding.
Move electronic contracts and membership cards from file directories to imaging loan or member records.
Move downloaded electronically signed documents from DocuSign file directories to imaging.
Complete the daily Closed Loan report by updating paid loans in imaging as CLOSED.
Verify that all loan documents are in imaging when paper contracts are received.
Provide administrative support to the lending department.
Assist with indexing documents for imaging.
Order supplies for the One La Costa office.
Perform other Credit Union functions and responsibilities as required or assigned.
Use A+FCU policies and procedures to determine correct document filing order and solve problems; obtain supervisory approval for situations outside those policies and procedures.