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Loan Services Associate
2 months ago
Position Title: Loan Services Associate
Job Category: Loan Services
Job Overview:
This role is essential in supporting the Loan Services Department by managing various responsibilities and providing assistance to members and front-line staff regarding loan processes.
Work Schedule: Monday - Friday: 8:00 AM - 5:00 PM, Alternate Saturdays 9:00 AM - 3:00 PM (40 Hours)
Key Responsibilities:
- Process tasks related to loan servicing and assist members with inquiries.
- Support the department in meeting performance metrics and service standards.
- Engage in cross-training on multiple loan servicing processes to enhance departmental efficiency.
Essential Duties:
- Acquire knowledge of various systems including Cathedral, e-OSCAR, Innovis, and others.
- Provide phone support for the Loan Services Department, assisting various internal teams and members.
- Maintain a thorough understanding of the Balance Transfer Program.
- Handle service requests such as loan payment corrections, late fee refunds, and payoff letters.
- Process loan-related communications and reports in a timely manner.
- Complete training courses as per established guidelines.
- Contribute to the organization’s success initiatives and uphold core values.
- Exhibit professionalism and respect in all interactions.
- Adhere to company policies and relevant regulations.
- Ensure accuracy and timeliness in task completion.
- Meet or exceed established performance targets.
- Perform additional duties as assigned.
Competencies Required:
- Strong communication skills, both written and verbal.
- Dependability and ability to manage multiple priorities.
- Interpersonal skills with a focus on member service.
- Technical proficiency and organizational skills.
- Team-oriented mindset and ethical conduct.
Qualifications:
- Six months to one year of relevant experience, preferably in financial services.
- Prior experience in customer service.
- Basic computer skills are essential.
Work Environment:
This position operates in a professional office setting, utilizing standard office equipment.
Physical Requirements:
The role is primarily sedentary, requiring the ability to stand, talk, hear, and use hands for various tasks.
Travel Requirements:
Occasional travel to other locations may be necessary for team collaboration.
Commitment to Excellence:
All employees are expected to embody the principles of service excellence, ensuring quality interactions with both internal and external members.
Equal Opportunity Employer:
Digital FCU is proud to be an equal opportunity employer, committed to diversity and inclusion.
