Description
Serve members and internal customers by answering questions and resolving issues related to Mountain America loans to ensure quality service across multiple channels. Timely and accurately service the needs of the members and enhance their financial relationships with the credit union. Additionally, act like a liaison for the members and branches within the department and assume additional responsibilities that assist in managing the department’s operations such as: remittance, scanning, research, adjustments, payment reversals, correspondence, loan maintenance and conversion, etc.
LOCATION
Consumer Loan Servicing Team
9800 S. Monroe Street
Sandy, UT 84070
SCHEDULE
Full Time: Monday - Friday hours will vary between 8:00am - 7:00pm; Rotating Saturdays 9:00am - 3:00pm
To be effective, an individual must be able to perform each job duty successfully.
- Provides quality service to credit union members to resolve loan problems and enhance their financial relationship with Mountain America.
- Adheres to quality review procedures.
- Builds and maintains a cooperative working relationship with personnel from all of the branches and assists them with any servicing questions or concerns members bring to them.
- Performs loan, share, payment and error adjustments in Symitar timely, accurately and in accordance with accounting and servicing regulations and guidelines.
- Ability to use 3rd party systems related to remittance, research and correspondence.
- Handles loan pay-off requests in a timely and accurate manner.
- Processes requests that pertain to Servicemember Civil Relief Act (SCRA), flood tracking, Home Equity Lines of Credit (HELOC) conversion, Education Line of Credit (ELOC) conversion, etc.
- Assists in researching member inquires and handles correspondence.
- Assists in training other Loan Servicing employees, as needed.
- Performs other duties as assigned.
KNOWLEDGE, SKILLS, and ABILITIES
The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.
Experience
One to two years of similar or related experience
Education
High school diploma or equivalent
College course work in accounting is preferred.
Licenses, Certificates, Registrations
Must meet/exceed all performance expectations
Computer/Office Equipment Skills
- Basic computer operating skills.
- Intermediate skills in Microsoft Office (Outlook, Word, Excel)
- Must be proficient in all relevant internal systems
- Type a minimum of 35 words per minute preferred. Symitar and 10-Key experience preferred.
Managerial Responsibility
Have no supervisory/managerial responsibilities
Interpersonal Skills
- Courtesy, tact, and diplomacy are essential elements of the job.
- Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
Other Skills and Abilities
- Thorough knowledge and understanding of credit union policies and procedures
- Knowledge of MACU departments, which Loan Servicing supports
- Strong motivational skills
- Must have the ability to speak and write in English
- Exceeds performance goals and expectations
PHYSICAL ABILITIES / WORKING CONDITIONS
Physical Demands
Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently
Ability to stand, walk, kneel and crouch occasionally
Vision Requirements
Close vision (clear vision at 20 inches or less)
Distance Vision (clear vision at 20 feet or more)
Weight Lifted or Force Exerted
Ability to lift up to 10 pounds consistently and up to 25 pounds occasionally
Environmental
There are no unusually environmental factors
Noise Environment
Moderate noise (business office with computers and printers, light traffic)
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