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Description
Position Title:
Roving Loan Processor/MSR
Reports To:
Branch Manager and/or Regional Director
Basic Function:
Perform clerical work for loans and open new Credit Union memberships.
Responsibilities:
- Travel to various branch locations, as assigned, to assist when short-staffed.
- Greets members as they enter the lobby in an outgoing, courteous manner.
- Prepare loans for Loan Officer; input applicant information, run credit reports, print queues, and pull-up NADA value.
- Book loans and ensure the proper disbursement of proceeds. Sets-up direct deposit allocations for loan payments.
- Process loans on computer and update loan data. Answer phone inquiries regarding loans, NADA values, and calls to Loan Officer and/or Branch Manager.
- Forward approved loans to Quality Control and denied loans to the Loan Committee.
- Cross-sells every product and service as needed to meet the financial needs of the individual member.
- Reviews membership applications for approval; opens and provides information on all credit union account types.
- Assists members with direct deposits, IRAs, CDs, check orders, address changes, automatic transfer, wire transfers and other financial needs.
- Instructs members on the proper use of the Audio Response System, Home Banking, Bill Payer, plastic services (ATM, Check Card, and Gift Cards) and Moneyline transfers.
- Prints and reviews member statements or account histories, counsels’ members regarding the activity of their accounts.
- Makes correction to accounts as needed. Alert to warnings of fraud and able to detect and avoid possible fraudulent activity.
- Assist with various branch duties as needed.
- Adheres to all Red River Employees Federal Credit Union policies and procedures.
- Performs other related duties as assigned.
Qualifications:
- Experience in the loan and/or member service department of a credit union or equivalent experience with similar financial institutions.
- High school diploma or the equivalent, with some college preferred.
- Competent computer skills and use of standard office equipment.
- Ability to meet, speak and deal effectively with people, being professional always.
- Must maintain a neat and professional appearance.
- While the following list is not exhaustive and may be supplemented, identified physical requirements include the ability to operate normal office equipment and some lifting not to exceed 25 pounds.
- Ability to follow the core values of Team-Focused, Excellence, Authenticity, and Leading in Innovation.
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