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Funding Services Specialist I/ii/iii
4 months ago
Under the direction of the Funding Services Supervisor or Funding Services Assistant Manager, this position is accountable for processing and funding loan packages through the Consumer Lending channel by performing audits and verification of employment or income, satisfying stipulations, new account and loan creation, disbursing funds, and preparing documents for imaging while providing excellent service to meet credit union standards. This position supports the credit union by complying with established policies and procedures to achieve organizational goals.
**DIMENSIONS** **_(the depth and breadth of the job in numeric or statistical terms)_**
Initial Contact on Assigned Applications: 10-15 Borrowers daily
Funding Package Processing and Auditing: 5 to 15 daily
DMV Package Processing: 15-30 weekly
New Accounts and Loan Fulfillment: Per CCCU Operating Plan or Market Volumes
Loan Protection Product Sales: Per Operating Plan
Loan Audit Quality Requirements: Minimal errors; consistently within internal audit tolerance
Report Generation and Review: 1-3 reports weekly (FSS II and above)
**Supervisory responsibilities** **_(reporting structure):_**
The incumbent reports directly to the Funding Services Supervisor or Funding Services Assistant Manager. There are no direct reports to this position.
**NATURE & SCOPE**:_(daily, weekly, monthly, and yearly tasks, duties and responsibilities)_**
**_ Funding Services Specialist I_**
- Performs thorough pre-funding reviews to mitigate risk. Gathers items from Borrower, Dealer, Leasing Company, or Lien Holder; reviews thoroughly to ensure all documentation is present and accurate. Satisfies Loan Officer stipulations prior to funding. In cases where items are missing or inconsistent, makes contact to obtain.
- Offers credit union protection products. Ensures applicable qualifications are met, that forms and disclosures are complete, and policies are issued through appropriate vendor sites.
- Per established credit union policies and procedures, processes and funds consumer loans submitted through various delivery channels to include autos, recreational vehicles, motorcycles, personal loans, and credit cards per established credit union policies and procedures. Opens new accounts for non-members per established guidelines, when necessary.
- Prepares new account and loan documents for in-branch or electronic signatures. Ensures all documents are accurate and complete.
- Generates barcodes and prepares membership and loan documents for imaging.
- For collateralized loan fundings, accurately processes DMV documentation, ensuring that CCCU is listed as Lien Holder. Completes internal checklists and forwards to the Loan Servicing department within expected timeframe.
- Issues DYD checks to qualifying members by verifying approval information, confirming that all stipulations have been satisfied, and printing proper disclosures for branch staff.
- Performs necessary steps to ensure Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) compliance to reduce risk to the credit union.
- Maintains accuracy within established expectations. Performs assigned work with mínimal errors, avoiding negative impact to Dealers, Borrowers, internal staff, or CCCU’s financials and reputation.
- Meets or exceeds established service levels and organizational goals per the credit union’s Operating Plan.
- Maintains a thorough knowledge of loan documents, products, credit union services, systems, delivery channels, policies, and procedures.
- Makes recommendations for workflow efficiencies or procedure enhancements.
- Performs other relevant administrative duties as required.
**_
Funding Services Specialist II (all of the items above, plus)_**
- Assists with the review and/or development of training materials and scheduled shadowing sessions for Branch or MSC staff. Participates with materials review and lending-related training courses facilitated by L&QS.
- With management’s approval, places department supply orders remaining within pre-established budget guidelines.
**_
Funding Services Specialist III (all of the items above, plus)_**
- Funds consumer loans included in the credit union’s pilot loan programs, to include Go Green, Tech, and SafetyLine. Works with dedicated program sponsor or Contractor to ensure loan requirements are met; images all documentation.
- Participate in inter-departmental cross-training activities. Observe, take notes, review provided procedures, and be able to assist in alternate job duties during high-volume or short-staffed time periods, as needed.
- Regularly sustains high volume monthly production with superior accuracy.
**Education, skills, & abilities** **_(qualifications and experience required for this position):_**
The Eight Superpowers
- Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things.
- Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effecti
