Loan Processing Specialist

2 weeks ago

Middletown, New York, United States HERITAGE FINANCIAL CREDIT UNION Full time
Job Overview

Heritage Financial Credit Union is a member-focused financial institution dedicated to assisting our members in reaching their financial aspirations while fostering a robust community. We are committed to ensuring that everyone has access to affordable financial services, equipping our members with the necessary tools and resources to realize their financial ambitions.

Our aim is to become the premier financial institution within the communities we serve, fostering a culture of excellence where our employees can flourish. We prioritize creating a workplace that values and respects every individual, enabling us to collaboratively achieve our objectives. Our employees are our greatest asset, and we are devoted to providing them with the training, development, and opportunities essential for their success.

Core Values:

  • Integrity: We uphold honesty and trustworthiness in all interactions with our members, employees, and the community.
  • Excellence: We are committed to delivering the highest quality service to our members.
  • Teamwork: We believe in the power of collaboration to achieve greater outcomes.
  • Respect: We treat one another with dignity and consideration.
  • Community: We are dedicated to contributing positively to the communities we serve.

If you seek a fulfilling and challenging career in the financial services sector with an organization that embodies its mission, vision, and values, we invite you to consider a position at Heritage Financial Credit Union. Here, you will discover a supportive and collaborative work environment where you can significantly impact the lives of our members and the community.

Position Details

Position Title: Indirect Lending Processor

Department: Indirect Lending

Classification: Non-Exempt

Salary Range: $24.43 per hour

Role Summary

The Indirect Lending Processor is responsible for data entry into the loan system and ensuring documentation accuracy and compliance. This role encompasses various administrative tasks related to documentation, processing, and closing of indirect loans and leases, all performed in accordance with established service standards, federal and state regulations, and credit union policies and procedures. Daily responsibilities include fostering and maintaining positive relationships with employees, dealers, and members.

Key Responsibilities
  1. Build and sustain positive relationships with internal and external members, including dealers and co-workers.
  2. Provide timely and precise administrative support, such as updating loan data, assembling documentation for member loans, reviewing applications, and verifying information for indirect loans and leases.
  3. Proactively contact dealerships regarding missing documentation needed for loan disbursement.
  4. Record loans and leases in the core system.
  5. Ensure accuracy in indirect loan and lease packages received for funding, adhering to department service standards and approval stipulations.
  6. Communicate with management and the lending team to maintain consistency and compliance across all loan processes.
  7. Deliver exceptional service to members and dealers, addressing issues as they arise and escalating when necessary.
  8. Continuously assess and recommend improvements to enhance workflow, efficiency, and quality.
  9. Scan and upload finalized loan documentation to the appropriate system.
  10. Assist in reviewing and updating lending policies and procedures.
  11. Cross-sell credit union products and services when appropriate.
  12. Support members in setting up automatic, recurring electronic payments as needed.
  13. Assist in training new employees.
  14. Perform additional duties as assigned.
Performance Metrics

Performance will be evaluated based on core competencies outlined for the position and goals established by Indirect Lending Management.

Qualifications

Education/Certification: A two-year college degree is preferred, along with two years of loan processing experience or a comparable combination of education and experience.

Required Knowledge: Familiarity with accounting principles, lending industry guidelines, and strong communication skills. This position requires a working knowledge of Bank Secrecy Act (BSA) requirements and compliance.

Experience Required: Proficiency in PC-based software, including Microsoft Word and Excel.

Skills/Abilities: Ability to maintain a professional appearance and positive attitude consistently.

Physical and Mental Requirements

This position primarily involves sedentary work, requiring the ability to perform tasks such as typing and handling small objects. Strong communication skills are essential for conveying detailed instructions and ideas. The role also demands the ability to solve practical problems and interpret various forms of instructions.

Employment at Heritage Financial Credit Union is based on merit, ability, and qualifications. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected status.

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