Consumer Servicing Administrative Support Specialist

Consumer Servicing Administrative Support Specialist

Join to apply for the Consumer Servicing Administrative Support Specialist role at Four Leaf Federal Credit Union

As a key member of the Consumer Servicing team, the Consumer Servicing Administrative Support Specialist handles a wide range of loan or lease servicing requests with precision and efficiency. This role performs functions including but not limited to check processing, loan maintenance, loan research/corrections, transaction analysis, and any other job duties as assigned (i.e. mail processing or organizing). In addition, the role cross‑collaborates with related consumer lending units in all aspects of loan servicing, including Branch Offices and our Contact Center.

• 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.

• 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.
• Knowledge of State and Federal laws pertaining to the consumer lending industry (i.e., ECOA, etc.) preferred.
• Proficiency in Microsoft Office (Word, Excel, Outlook) preferred. Core systems like DNA, ArcOS, Velocity, preferred.
• 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.

Along with a comprehensive benefit package, we offer:

• Competitive 401k
• Tuition reimbursement
• Flexible work options
• Volunteer opportunities
• Water Cooler…