What are the responsibilities and job description for the Consumer Loan Associate position at Scott Credit Union?
REQUIRED EDUCATION and EXPERIENCE:
High school graduate or GED;
Minimum one-year experience working in a financial institution or customer service industry;
Personal computer experience to include Microsoft Windows applications.
SUMMARY:
Responsible for clerical assistance to the Consumer Loan Department for entering dealer loan applications. System input of dealer contract information to assist in timely disbursement to our indirect dealers for loan proceeds. Ability to communicate effectively with dealers and current members to represent the credit union in a positive and professional manner.
DUTIES AND RESPONSIBILITIES include the following.
- Enter loan contracts received from dealers and Consumer Loan Department into the credit union’s lending system for funding, after verification of complete documents. This may include calling or e-mailing dealers and/or members for additional information.
- Verification of completed loan packets to ensure the credit union’s platform system information is complete and accurate, all documents are completed and accurate, and the checklist and manner of payment is verified.
- Enter notes into the credit union’s lending system on status of loans.
- Clerical work to include denial letters, envelopes, needed documents from members, accurate list of dealers, verification of dealer reserve, packets for new and existing dealers, maintenance of files for new and existing dealers, and other miscellaneous clerical needs.
- New accounts entered into the credit union’s platform system, membership cards completed with all information and signed properly, follow up with members and/or dealers if these things aren’t completed, sending out thank you/welcome letters with information on SCU and a membership ID.
- Verification and distribution of payoff checks from dealers. Ordering of titles from file room or title storage system.
- Follow up with dealers regarding unable to fund delays
- File and release liens as applicable.
Duties, responsibilities, and activities may change at any time with or without notice.
WORK SCHEDULE:
Full Time - Monday through Friday
Saturdays as needed
Varied hours and schedule depending on operational needs
LOCATION:
Edwardsville, IL; Consumer Lending Department
However, work location may change according to SCU staffing needs
