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Role: Fund all dealer contracts accurately and expediently. Communicate regularly and respectfully with the loan officers and dealers regarding fund delays and compliance. Look for ways to improve funding processes and be open to learning new processes. Understand and be able to communicate all aspects of the claims, insurance and credit reporting as it pertains to consumer loans to benefit our members and the credit union.
- Fund all dealer contracts expediently and accurately. Maintain good communication with the dealers regarding fund delays. Respond quickly and respectfully to any quality control or audit issues. Look for ways to improve funding processes and be open to learning new processes.
- Process and track TruStage claims, cancellations, and correspondence. Be knowledgeable and able to handle State National reports, postings, and loan corrections. Act as the mediator for CUA employees and members for both CPI and TruStage related inquiries.
- Process credit disputes and updates in the e-OSCAR site. Know how to make corrections in the core and be able to relay the information to employees or members.
Willingness to learn and take ownership of other processes that pertain to consumer loans to benefit our members and the credit union. This includes, but is not limited to Route 66, Skip pays, Eltropy/Glia, and loan funding. Stay current on any changes with the Kansas title laws. Be knowledgeable on the process of getting CUA’s lien secured on all collateral in or out of state. Always look for ways to improve and be open to learning new processes.
Perform other duties as assigned by supervisor. Employees shall be trained annually, demonstrate an understanding of and follow the requirements of the BSA/AML Compliance Program as it specifically relates to their job.
- Experience: One year to three years of similar or related experience.
- Education: A high school education or GED.
- Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving or obtaining information which may require some discussion.
- Other Skills: Must have good communication skills and more importantly, excellent clerical and keyboard skills. Advanced organizational skills to ensure file maintenance is accurate and compliant. Must have strong Microsoft office knowledge with an emphasis on Excel.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands and fingers, handle or feel; reach with hands and arms, climb or balance, stoop kneel, crouch, crawl; talk or hear. The employee must occasionally lift and/or move up to 10 pounds regularly and up to 50 pounds occasionally. Vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
Work Environment: Office position; works indoors year-round; may be exposed to indoor temperature adjustments; heating and cooling vents distribute regulated air.
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