Financial Operations Coordinator

7 days ago


Kalispell, Montana, United States WHITEFISH CREDIT UNION ASSOCIATION Full time
About the Role

The Loan Servicing Representative plays a vital role in ensuring the smooth operation of our loan servicing department. This individual will be responsible for providing exceptional customer service, handling loan inquiries, and performing various administrative tasks related to loan servicing.

Responsibilities:
  • Provide timely and effective responses to member calls and emails, addressing their concerns and answering questions regarding loan information.
  • Process loan payments and payoff checks received via mail, maintaining accuracy and timeliness.
  • Prepare loan modifications based on member requests, adhering to WCU procedures and policies.
  • Assist loan officers in assigning new real estate and consumer loan applications, resolving any issues that may arise.
  • Fund loans by processing journal tickets for all loan types, maintaining accurate records.
  • Balance various GLs and submit reconciliation reports to the Accounting Department monthly.
  • Verify reconveyance fees are collected, as required, for paid-off loans.
What We Offer:
  • A competitive salary range of $45,000 - $60,000 per year, depending on experience.
  • A comprehensive benefits package, including health, dental, and vision insurance.
  • A retirement savings plan, including a 401(k) match.
  • Opportunities for professional growth and development.


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