Loan Servicing Representative II

2 weeks ago


Tustin, California, United States SchoolsFirst Federal Credit Union Full time
Job Summary

We are seeking a highly skilled and detail-oriented Loan Servicing Representative II to join our team at SchoolsFirst Federal Credit Union. As a key member of our loan servicing team, you will be responsible for providing exceptional service to our members, ensuring timely completion of loan requests, and maintaining accurate loan files.

Key Responsibilities
  • Provide direct assistance to members, team members, and third parties regarding complex loan inquiries, research, and solutions.
  • Maintain a working knowledge and understanding of loan servicing guidelines, policies, and procedures.
  • Respond to member, third-party, and team-member inquiries concerning loan servicing, payoffs, and other loan information details.
  • Ensure refunds and loan payments are properly credited or applied to member loans.
  • Process payoff requests, demands, corrections, reamortizations, payment skips, and file maintenance on team-member consumer loans.
  • Coordinate title release and evaluate insurance settlements, process insurance proceeds, and complete Letters of Guarantee.
  • Assist with testing, validation, and training of process changes and department projects as assigned.
Requirements
  • High School Diploma or GED required.
  • 1-3 years of previous related experience required.
  • Previous Symitar and/or loan servicing system experience preferred.
  • Strong verbal and written communication skills, along with active listening.
  • Ability to multi-task, prioritize, and manage time effectively.
What We Offer

SchoolsFirst Federal Credit Union is committed to fostering a diverse, inclusive, and authentic work environment. We offer a competitive pay range, a comprehensive benefits package, and opportunities for growth and development.



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