Loan Research Team Member I

Posted yesterday

first tech federal credit unionNorthborough (MA)

Loan Interviewers and Clerks Consumer Lending

SENIORITY

Junior

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About the role

Loan Services Department Assistant Process work pertaining to the Loan Services Department job responsibilities and assist members and front-line staff with questions pertaining to those processes. Assist the Loan Services Department with achieving key performance goals and service level standards. Cross train on a variety of the Loan Services Department processes to further support the overall goals of the department and DCU.

Essential Functions:

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Learn and understand the following programs: Cathedral, e-OSCAR, Innovis, ePort, Equifax Inquiry Removal, Securian, CenterPoint, iQQ, LoansPQ, Pega and XP.Provide phone coverage for the Loan Services Department to assist the Information Center, Branches, various departments, and members.
Have a comprehensive and working knowledge of the Balance Transfer Program.
Process the following work within service level:
Pega EmailsLoan Research Mail
Service Requests: Electronic Payment and Card Services Corrections, Loan Payment Corrections (Visa).Fax Forms: Adding and Removing Authorized User(s), Visa Switch
Reports: SRD Validation, SRD Limit Up, SCRA Late Fees, Open Visas with Revoked Limits, Authorized User Audit, Overdraft Protection.
Solar Loan Servicing
Gap ClaimsSCRA requests and audit reports
Disputes: Generic Credit Disputes, e-OSCAR, Request to Remove Credit Inquiries Report and Direct Disputes.
Complete training courses within established guidelines.
Actively contributes to DCUs Success Sharing initiatives and practices DCUs principles of People Come First; Do the Right Thing; Make a Difference.
Maintains a high level of professionalism and respect during interactions with both members and colleagues alike.
Maintains a working knowledge of and adheres to DCU policies and procedures related to the position as well as all applicable regulations.
Performs work functions with attention to detail, within established timeframes and follows through as needed to complete tasks.
Meets or exceeds performance goals, including but not limited to, service level achievement, timeliness of tasks, quality of work, service quality and others as assigned.
Perform other job-related duties as assigned.

Job Competencies:

Ensures Accountability
Plans and AlignsDrives Results
Manages Complexity
Member Focus
Decision Quality (Data Driven Decision Making)
Interpersonal SavvyValues Differences
CollaboratesInstills TrustSelf-Development
Situational Adaptability
Education and Experience Requirements:
Six months to one year related experience, financial institutions preferred
Prior customer service experience
Basic PC skills
Employees are eligible for:
Traditional medical, dental, and vision coverage
Generous 401(k) match

Paid Time Off: You'll accrue up to 15 days in your first year. In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually Paid federal holidays Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility subject to standard account requirements and underwriting criteria) First Tech is an equal opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.

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