Apply on Employer Site

FourLeaf Federal Credit Union · 2 months ago

Consumer Servicing Administrative Support Specialist

Baltimore, MD

Full-time

Onsite

Entry Level

$23/hr - $27.48/hr

2+ years exp

FourLeaf Federal Credit Union is dedicated to providing exceptional member and employee experiences. The Consumer Servicing Administrative Support Specialist plays a vital role in handling loan servicing requests, ensuring compliance with policies, and maintaining effective communication with members and partners.

BankingCommunitiesFinanceFinancial ServicesInsuranceLendingMortgage

Responsibilities

Process Incoming Payments: Receive and process incoming checks and wire transfers to apply loan payoffs or regular payments, ensuring accuracy and timely application

Execute Account Maintenance: Complete a variety of consumer servicing maintenance requests in accordance with credit union policies, procedures, and guidelines, including account updates, transaction processing, and vendor coordination

Ensure Policy Compliance: Maintain a strong working knowledge of all credit union operational policies and procedures to ensure servicing activities are executed in full compliance

Member and Partner Communication: Respond promptly, professionally, and accurately to phone and email inquiries from members, internal teams, and third-party partners

Issue Resolution: Investigate and resolve consumer servicing issues, including escalations, member complaints, and compliance-related concerns, ensuring proper documentation and communication

Document Management: Prepare, copy, sort, and scan documentation into the online storage system, ensuring accuracy and organization of all files, while assisting team members as needed

Payoff Processing: Review payoff documentation for completeness and accuracy. Verify that incoming funds match payoff amounts in the core system and contact members or third parties regarding discrepancies or shortages. Provide updated payoff quotes as needed and document all activity appropriately

Daily Balancing: Perform daily balancing of processed checks and electronic transactions to ensure financial accuracy and integrity

Mail Management: Receive and process incoming mail, log receipt, and distribute to appropriate team members. Maintain accurate mail logs and ensure all mail-related tasks are documented properly

Financial Calculations: Perform basic financial calculations to determine interest, loan payoffs, payment reversals, and proper payment applications

Task Management: Complete and manage assigned tasks within established service level agreements (SLAs), including ticket requests, internal communications, and other servicing-related channels

Cross-Department Support: Support other departments, including providing backup to the Loan Servicing team, and contribute to special projects or duties as assigned by management

Qualification

Loan servicing experienceCheck handling experienceMicrosoft Office proficiencyLending lawsAnalytical skillsProblem-solving skillsTime management skillsCommunication skills

Required

High School Diploma or GED

2 years check handling experience, preferably in loan servicing with a credit union or financial industry

Ability to understand and execute tasks within the Service Level Agreements (SLAs), required

Ability to work independently while promoting a positive team environment

Strong problem-solving ability and analytical skills with a high degree of accuracy

Excellent time management with the ability to prioritize workload based on department requirements and member needs while working in a fast-paced, deadline driven environment

Ability to function in changing environment and multi-task in other areas of the unit as needed

Strong communication skills, both verbal and written