USALLIANCE Financial is committed to innovation and teamwork, seeking a Loan Servicing Specialist I. This role is primarily responsible for servicing various loan portfolios, ensuring timely processing of loan servicing requests, and providing high-quality member service.
Responsibilities
- Assist members via phone, email, and mail by researching, resolving, and following up as necessary in a timely fashion while providing a high level of member service
- Provide member support by responding to internal phone calls, emails, customer relationship management (CRM) inquiries by researching, resolving, and following up as necessary in a timely fashion while providing a high level of quality member service
- Communicate effectively with other members of the loan servicing team to resolve member questions while supporting the team
- Perform loan account maintenance and financial transactions including payments, payment reversals and corrections, and payoffs in the core servicing system
- Maintain a working knowledge of all internal systems. Our core, FISERV DNA, our Loan Origination System, Encompass as well as other software, vendor sites, and other electronic systems to enable completion of job responsibilities
- Recommend procedural changes when appropriate to assist in improving work efficiencies
- Adhere to all local, state, and federal laws/regulatory requirements as related to functional areas including the Patriot Act, Truth in Lending, Reg B, Reg Z, and Bank Secrecy Act
- Complete various other tasks as assigned that may include but are not limited to booking new loans, loan quality control reviews, collateral perfections, insurance tracking, preparing payoff quotes, release/satisfaction of collateral, document research, general ledger reviews, loan sale support, monitoring reports, and department project work
Skills
- Must have customer service experience and a minimum of 1 year loan servicing experience
- Adept at utilizing technology and various software platforms to process information
- The candidate must demonstrate interpersonal, organizational, and communication skills (verbal & written)
- The candidate should be detail oriented with the ability to work in a fast-paced environment
- Experience in Microsoft Office application
- Transactional processing experience with strong commitment to providing excellent member service
Benefits
- Competitive salary and benefits package
- Opportunities for professional development and career growth
- Hybrid Schedule (min 3 days in office to maximize collaboration)
- A collaborative and inclusive work environment
- Paid Time Off, Wellness Time & Paid Federal holidays
- 401K with 6% match
- High Performance Culture
Company Overview
Usalliance Financial is a full-service credit union that offers a wide range of banking services. It was founded in 1966, and is headquartered in Rye, New York, USA, with a workforce of 201-500 employees. Its website is https://www.usalliance.org/.
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