Loan Support Specialist I

Loan Support Specialist I

Job Type: Full-Time- Hybrid

Exemption Type: Non-Exempt

Wage Amount: $19.08 hourly minimum

• Fax daily ACH reports to dealers
• Respond to secure messages from members sent through online banking.
• Completion of assigned Synapsys Events to include but not limited to – Collections Requests, document requests, release of liens and the removal of GAP, MBP &/or Payment Protection
• Process all TDR’s(Troubled Debt Restructures), Loan Extensions & Alternate Payment Structures
• Respond to emails sent (loans@aplusfcu.org) in regards to member loan questions and refer to appropriate departments when necessary.
• Complete all Skip-a-payment (SAP) & Change of Due Date (CDD) requests submitted by phone, DocuSign, Synapsys & fax.
• Prepare outgoing and distribute incoming mail for One La Costa departments.
• Work the lending inbox daily, which includes but is not limited to- processing checks & return mail.
• Processing and Paying of Dealer Drafts
• Run daily batch of checks for One La Costa using check processing software. Send daily balancing reports to accounting.
• Perform indirect quality check on indirect loans after funding.
• Move electronic contracts and membership cards from file directory to imaging loan records or member records
• Move downloaded electronically signed documents via Docusign from file directory to imaging.
• Complete daily Closed Loan report by updating paid loans in imaging as CLOSED.
• Verify that all loan documents are in imaging from paper contracts received.
• Provide administrative support to the lending department.
• Assist with indexing documents for imaging
• Order supplies for the One La Costa office
• Perform other credit union functions and responsibilities as required or assigned.

Education and Experience

• High school diploma or G.E.D. equivalent.
• One year of general office experience preferred

Knowledge Skills & Abilities

• Able to work independently and as part of a team, with the flexibility to adapt to change.
• Excellent organization skills.
• Skilled in MS Office including Word, PowerPoint, and Outlook. Excellent skill in Excel required.
• Basic math/accounting skills, 10-key calculator by sight along with skilled use of phone system, computer and all related software.
• Detail-oriented in order to provide accurate, relevant, and timely information to internal and external members.
• Excellent written and verbal communication skills
• Excellent research and problem solving skills

Desirable Traits:

• Pleasant and professional appearance
• Verbal skills
• Good listening skills
• Flexible working hours
• Dependable
• Organizer and planner
• Possess decision-making abilities
• Versatile in all aspects of the CU

• Must have the ability/stamina to work at least 40 hours a week
• Will frequently reach, feel, bend, stoop, carry, finely manipulate and key in data
• Must be able to engage in problem-solving skills to help identify and solve potential issues in the field
• Must be able to communicate heavily through telephone, e-mail and in-person communications

Types of Decisions made independently: Correct filing order of documents and problem solving using A+FCU policies and procedures.

Types of Decisions requiring supervisory approval: Situations outside A+FCU policies and procedures.