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Under the direction of the Funding Services Supervisor or Funding Services Assistant Manager, this position is accountable for processing and funding loan packages through the Consumer Lending channel by performing audits and verification of employment or income, satisfying stipulations, new account and loan creation, disbursing funds, and preparing documents for imaging while providing excellent service to meet credit union standards. This position supports the credit union by complying with established policies and procedures to achieve organizational goals.
DIMENSIONS (the depth and breadth of the job in numeric or statistical terms)
Incoming/Outgoing Phone Calls or Emails: 50 to 150 daily
Initial Contact on Assigned Applications: 10-15 Borrowers daily
Funding Package Processing and Auditing: 5 to 15 daily
DMV Package Processing: 15-30 weekly
New Accounts and Loan Fulfillment: Per CCCU Operating Plan or Market Volumes
Loan Protection Product Sales: Per Operating Plan
Loan Audit Quality Requirements: Minimal errors; consistently within internal audit tolerance
Report Generation and Review: 1-3 reports weekly (FSS II and above)
Supervisory responsibilities (reporting structure):
The incumbent reports directly to the Funding Services Supervisor or Funding Services Assistant Manager. There are no direct reports to this position.
NATURE & SCOPE: (daily, weekly, monthly, and yearly tasks, duties and responsibilities)
Funding Services Specialist I
Funding Services Specialist II (all of the items above, plus)
Full Time
$54k-69k (estimate)
06/26/2024
07/11/2024