Summary
To complete DocuSign and Real Estate loan closings for Branches and Loans by Phone; complete loan audits and request corrections; process and make loan disbursements; assist members with their loan applications and loan closings; respond to loan issues, and direct members to the appropriate departments.
Essectial Functions and Responsibilities
- Complete Docusign and Real Estate loan closings including completing the loan audit to ensure all necessary corrections are made prior to the loan closing.
- Disburse loan closing packages through DocuSign ensuring the member has been verified, ID Check is completed, and all documents are signed before disbursing the loan.
- Support the Loans by Phone Center as a back up LBP Specialist as needed. This includes taking member phone calls, processing applications and answering lending questions. Assists the Loans by Phone center with escrow and HMDA documents.
- Files loan documents with the appropriate agencies after loan closing.
- Facilitates professional relationships with all vendors specific to loan processing.
- Performs other job-related duties as
Performance Measurements
- To produce loan documents in a timely fashion with zero errors.
- To close, organize and complete member loan according to the credit union's lending procedures.
- To process loan request and have in the system so that we may have an answer within 24 hours of receipt.
- To maintain working knowledge of the credit union's loan standards and governmental regulations.
- To cross sell credit union products and services.
- To maintain a professional, courteous, and friendly atmosphere for members and co-workers.
- To provide prompt, accurate, courteous, friendly, timely and professional service to all members.
- To develop and improve knowledge and skills in Loans by Phone Areas.
- Ability to work proactively and independently with minimal supervision.
- Ability to operate loan processing system and other software needed to complete job functions.
- Knowledge of consumer lending policies, products and services.
Knowledge and Skills
Experience | Three years to five years of similar or related experience.
Education | A high school degree or GED required.
Interpersonal Skills | A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. Work may involve motivating or influencing others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary.
Other Skills | Must have good communication skills. Proficient in Microsoft Word, Excel and Outlook.
Work Environment | As a hybrid position, this position may include a combination or working at Lakes Parkway, another branch office and/or home office.
Benefits
Peach State FCU offers competitive compensation along with a benefit package including Paid Time Off (PTO), medical, dental, vision, long-term disability, basic life insurance, traditional and Roth 401(k) plans and company matching. We also offer optional life insurance, flexible spending account and tuition assistance.
To apply, email your resume and cover letter to resumes@peachstatefcu.org.
Peach State FCU is an Equal Opportunity Employer supporting diversity in the workplace.
Summary
To assist members with their loan applications; process and make loan disbursements: sets up new accounts, respond to problems, and direct members to the appropriate people.
Essectial Functions and Responsibilities
- Takes member loan applications and prepares them for review by a Loan Officer. Follows up with the Loan Officer to determine status. Processes approved loans and sets up date and time to close the loan and make disbursements.
- Assists members with opening and closing accounts, answers questions about products and services and resolves problems that are within their authority to resolve. Refers problems that are beyond their authority to their supervisor, along with their recommendations.
- Cross-sells Credit Union products and services to members.
- Answer members phone calls.
- Scan loan documents with the appropriate agencies.
- Performs other related duties as assigned.
Performance Measurements
- To produce loan documents, reports, and new accounts in a timely fashion, with zero errors.
- To close, organize and complete member loan according to the credit union's lending procedures.
- To process loan requests in the system so that we may have an answer within 24 hours of receipt.
- To maintain working knowledge of the credit union's loan standards and governmental regulations.
- To cross sell credit union products and services.
- To maintain a professional, courteous, and friendly atmosphere for members and co-workers.
- To provide prompt, accurate, courteous, friendly, timely and professional service to all members. (To assist members waiting in the lobby within five minutes; To answer telephone within 4 rings; To respond to all correspondence within the same day).
- To develop and improve knowledge and skills in Member Service Areas.
Knowledge and Skills
Experience | One year to three years of similar or related experience.
Education | A high school degree or GED required.
Interpersonal Skills | Work involves much personal contact with others inside and/or outside the organization for purposes of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
Other Skills | Must have good communication skills. 10-key calculator, typewriter, and keyboard skills.
Physical Requirements | Must be able to lift up to 25 lbs at times. May need to stand for long periods of time.
Benefits
Peach State FCU offers competitive compensation along with a benefit package including Paid Time Off (PTO), medical, dental, vision, long-term disability, basic life insurance, traditional and Roth 401(k) plans and company matching. We also offer optional life insurance, flexible spending account and tuition assistance.
To apply, email your resume and cover letter to resumes@peachstatefcu.org.
Peach State FCU is an Equal Opportunity Employer supporting diversity in the workplace.
Summary
Assist members with their financial transactions while providing friendly, accurate, and timely service.
Essectial Functions and Responsibilities
- Receive and process member financial transactions including deposits, withdrawals, transfers, and loan payments as directed by the member.
- Post transactions to member accounts.
- Welcome members to the branch and provide information about credit union services; direct members to the appropriate person/department to obtain specific information and services.
- Cross sell credit union products and services.
- Perform miscellaneous tasks such as data entry, filing, and answering the phone.
- Balance cash drawer and daily transactions.
- Perform other duties as assigned.
Performance Measurements
- Provide friendly, professional, personalized service to members.
- Ability to handle at least 100 transactions per day.
- Process transactions accurately.
- Balance cash drawer daily with minimal or no outages.
- Comply with all regulatory requirements and credit union policies and procedures.
Knowledge and Skills
Experience | One year to three years of similar or related experience.
Education | A high school degree or GED required.
Interpersonal Skills | Courtesy, tact, and diplomacy are essential elements of the job. Work involves significant interaction with others inside and outside of the organization to provide or obtain information, facilitate conversations, solicit cooperation, and build relationships.
Other Skills | Operate a 10-key calculator and computer keyboard by touch. Attention to detail and high degree of accuracy with numbers and names.
Physical Requirements | Must be able to lift up to 25 lbs at times.
Benefits
Peach State FCU offers competitive compensation along with a benefit package including Paid Time Off (PTO), medical, dental, vision, long-term disability, basic life insurance, traditional and Roth 401(k) plans and company matching. We also offer optional life insurance, flexible spending account and tuition assistance.
To apply, email your resume and cover letter to resumes@peachstatefcu.org.
Peach State FCU is an Equal Opportunity Employer supporting diversity in the workplace.
Summary
Assist members with their financial transactions while providing friendly, accurate, and timely service.
Essectial Functions and Responsibilities
- Receive and process member financial transactions including deposits, withdrawals, transfers, and loan payments as directed by the member.
- Post transactions to member accounts.
- Welcome members to the branch and provide information about credit union services; direct members to the appropriate person/department to obtain specific information and services.
- Cross sell credit union products and services.
- Perform miscellaneous tasks such as data entry, filing, and answering the phone.
- Balance cash drawer and daily transactions.
- Perform other duties as assigned.
Performance Measurements
- Provide friendly, professional, personalized service to members.
- Ability to handle at least 100 transactions per day.
- Process transactions accurately.
- Balance cash drawer daily with minimal or no outages.
- Comply with all regulatory requirements and credit union policies and procedures.
Knowledge and Skills
Experience | One year to three years of similar or related experience.
Education | A high school degree or GED required.
Interpersonal Skills | Courtesy, tact, and diplomacy are essential elements of the job. Work involves significant interaction with others inside and outside of the organization to provide or obtain information, facilitate conversations, solicit cooperation, and build relationships.
Other Skills | Operate a 10-key calculator and computer keyboard by touch. Attention to detail and high degree of accuracy with numbers and names.
Physical Requirements | Must be able to lift up to 25 lbs at times.
Benefits
Peach State FCU offers competitive compensation along with a benefit package including Paid Time Off (PTO), medical, dental, vision, long-term disability, basic life insurance, traditional and Roth 401(k) plans and company matching. We also offer optional life insurance, flexible spending account and tuition assistance.
To apply, email your resume and cover letter to resumes@peachstatefcu.org.
Peach State FCU is an Equal Opportunity Employer supporting diversity in the workplace.
