Retail Operations Clerk
About The Position
Join the CTCU Team! Are you looking for a rewarding job with daytime hours and paid holidays? We are hiring for a Retail Operations Clerk . The Retail Operations Clerk is responsible for supporting the consumer lending process after a loan application has been submitted by the member service team. This includes reviewing and verifying loan documentation, preparing the file for closing, coordinating disbursement, and managing all post-closing activities to ensure compliance, accuracy, and timely completion. Additional duties to include audit of membership and account opening documentation to ensure accuracy. We are looking for this individual to be available to work on-site, Monday through Saturday. We also require this individual to be available to work at our Gurnee, Grayslake, or Lake Villa locations.
Requirements
- Must be available and willing to work at all offices, as needed.
- Available to work Monday through Saturday.
- Six months or more of similar or related experience.
- A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. Work may involve motivating or influencing others.
- Excellent verbal and written communication skills.
- Ability to navigate/operate a PC in a Windows-based system with ease.
- A high school education or GED.
Responsibilities
- Prepares loan closing packages ensuring completeness and accuracy in documentation.
- Coordinates disbursement of loan funds to ensure timely and accurate funding.
- Enters and maintains accurate loan information on computer operating system, handles post-closing loan activities and assembles files.
- Reviews and/or prepares various member facing documents for accuracy prior to signing.
- Audits membership and deposit account documents for errors.
- Refers members to branch partners for possible cross-sell opportunities when appropriate.
- Performs other job related duties as assigned.
Benefits
- Health/Medical - Eligible first of the month following one full month of employment
- Medical insurance with HMO and PPO plans to choose from
- Dental insurance
- Vision insurance
- Paid Time Off
- Health Time
- Personal/Birthday Day each year - eligible after first year of employment
- Bereavement Time
- Flexible Spending Account
- Short and long-term disability insurance, life and AD&D insurance
- Tuition Reimbursement - eligible after one full year of employment
- 401(k) Retirement Savings Plan - eligible to participate in after one full month of employment
- Matching Contributions after 1000 hours of service, 21 years of age and six months of employment. You may begin your contribution on the first pay period of the calendar quarter after one full month of employment.
- Entry is quarterly.
- Safe Harbor contributions. CTCU provides every eligible employee a contribution of 3% of compensation. In order to participate in the employer contributions under Safe Harbor, you must be 21 years of age, have 12 months of service and work at least 1,000 hours during that 12 months. Safe Harbor funds are 100% vested and employees who have met eligibility requirements are eligible to receive the Safe Harbor contribution by completing one hour of service. Safe Harbor entry is semi-annually.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
