LOAN SUPPORT SPECIALIST I

Role:
To assist members and staff with their loan and service-related requests by providing clerical, administrative and functional support.

Essential Functions & Responsibilities:

• Provides processing support for dealer services and loan department. Identifies cross sell opportunities.
• Responsible for finishing consumer loans for consumer loan officers, ie: filing and releasing liens and tracking, UCCs, creating files, obtain insurance policy, send payoffs to other creditors, E Recording, E Oscar/credit bureaus, ordering appraisals and title insurance, working in imaging system and insurance requirements, runs reports and provides basic information on, ie: Monthly Exception Report.
• Files loan documents with the appropriate agencies. Completes paid-out/closed loan report weekly and mails lien releases as required. Reviews pledge loans and ensures that pledge accounts have proper holds, auto transfer payments, pledged loan list, sub-action exception reports for accuracy, errors or discrepancies. Responsible in investigating and responding to eOscar reporting disputes. Responsible for force-placed insurance for Consumer Loans, following up with insurance agents after review of the loan officer exception report.
• Receives and screens telephone calls, answering member questions and complaints in a professional manner. Maintains and projects Credit Union's professional reputation. Answers routine questions or directs them to appropriate personnel. Records and relays messages.
• Files loan documents with the appropriate agencies. Identifies and takes action to improve the group's operating methods and procedures. Performs other job- related duties as assigned.
• Cross-sells Credit Union services to members. Analyzes potential loan opportunities to promote additional loans and financial services.

This Job Description is not a complete statement of all duties and responsibilities comprising the position.