Consumer Lending Document Support Technician
Wake Forest, NC - USA
Job Summary
If you are motivated and believe in the credit union philosophy of People Helping People join our team!
Position Overview:
This position entails the reception and review of all electronic documents related to the Credit Unions consumer loan origination and funding process as well as the booking and distribution of consumer loan funds for loans originated by the Lending Contact Center. Additionally this role offers support to the LCC lenders with regards to check distribution and disbursement issues.
Responsibilities:
- 30% Book consumer loans completed by the Lending Contact Center and disburse funds to member accounts via Margo Teller as needed.
- 25% Cut and mail physical checks for loan proceeds as directed by the originating lender.
- 15% Upload eSigned member documents to OnBase.
- 10% Scan and upload ink-signed documents to OnBase.
- 10% Print and mail physical loan documents as requested by LCC Lenders.
- 10% Answer phone calls and assist lenders via the Lending Contact Center Support queue.
Required Education & Experience:
- HS Diploma or GED
- Proficiency in MS Outlook.
- Able to key data accurately and efficiently.
- Demonstrable knowledge of the Credit Unions lending policies.
- Familiarity with Margo Teller and Platform.
Job Environment & Physical Requirements:
- Sitting for prolonged periods.
- Computer for prolonged periods.
SECU provides equal employment opportunity to all qualified persons regardless of race color religion age sex sexual orientation gender identity national origin genetic information disability veteran status or other classification protected by law.
Disclaimer
State Employees Credit Union reserves the right to fill this role at a higher/lower level based on business need.
Required Experience:
IC
About Company
As the second largest credit union in the United States, we provide financial tools, services, and community support to more than 2.8 million members.