Consumer Lending Clerk

PRIMARY OBJECTIVE OF POSITION

Complete clerical tasks for credit union staff to ensure timely delivery of services to membership and contacts.

ESSENTIAL JOB FUNCTIONS

* Issue cashier's checks according to loan funding instructions.

* Maintain department spreadsheets and follow up with Consumer Lending staff on pending items.

* Assist with assigning pending loan applications to Consumer Lending staff.

* Monitor Glia queue and transfer pending engagements to Consumer Lending staff.

* Monitor department voicemail and assign to Consumer Lending staff.

* Monitor department shared mailbox and assign to Consumer Lending staff.

* Perform general file maintenance and research transactions.

* Receive and distribute all incoming faxes and mail to Consumer Lending staff.

* Assist with submitting Akcelerant workflows for loan and account maintenance.

* Review title work and funded loans for accuracy and route to the title department.

* Place department supply orders.

* Foster a teamwork attitude to ensure all credit union goals and objectives are achieved.

* All other duties as assigned.

* Maintain accurate data entry in regard to member records, maintenance, and transactions; have the ability to find and correct errors.

* Ensure the protection of the credit union's interest in matters of adequate documentation; includes but not limited to loan, title work, and account packets.

* Adherence to security, internal control procedures, policies and applicable laws and regulations.

* Adhere to mandatory compliance, product, and credit union training.

* Demonstrates an understanding of and follow the requirements of all regulation compliance including but not limited to those Bank Secrecy Act (BSA), Anti Money Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP) and Member Due Diligence (MDD) as it specifically relates to their job functions.

* Responsible for completing BSA/AML compliance training annually.

RELATIONSHIPS AND CONTACTS

Supervise Approximately:
None

Reports To:

Consumer Lending Assistant Manager

Contacts:
Contact with representatives and officers from department and other departments.