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Loan Administration Specialist., Plano, TX

InTouch CU
Plano, TX Full Time
POSTED ON 3/2/2025
AVAILABLE BEFORE 5/26/2025

Welcome to InTouch Credit Union!

We're looking for a Full-Time Loan Administration Specialist who has experience in a customer-focused / deadline-driven / high-energy environment, and who can provide courteous, friendly and professional assistance to their team, and our membership. Our ideal candidate will make anywhere between $20.25 - $21.38 an hour for this position and will follow a Monday-Friday 8 : 30 a.m. to 5 : 30 p.m.

What about the Duties & Responsibilities? The Loan Administration Specialist will work in our Lending department and provide the following as part of their responsibilities :

  • Receive funded loan reports and exception reports from indirect vendor, and complete maintenance in the Credit Union core system.
  • Perform quality control audits of 25% of all funded loans and work with third-party funder to correct any exceptions.
  • Maintain current Credit Union loans by completing any post funding corrections to the loan including interest rate, payment, term and adding distributions for automatic payments.
  • Maintain current Home Equity loans and Home Equity Line of Credit (HELOC) loans by processing payoffs, payment corrections, lien releases, subordination requests, etc.
  • Audit scanned loan files in the Credit Union optical system.
  • Audit and review loans for accuracy that are funded by other members in the department and verify they have been scanned into the optical system.
  • Retrieve service contracts to prepare and file for cancellation refunds.
  • Answer general loan questions received through the department group telephone / email.

Designated safety-sensitive position. Must successfully pass pre-employment drug screen (which will include marijuana testing) and adhere to the Drug and Alcohol Policy for duration of employment with the Credit Union.

The Credit Union is committed to a policy of equal employment opportunity and does not discriminate in the terms, conditions or privileges of employment based on actual or perceived race, religion, color, creed, sex or gender (including pregnancy, childbirth, lactation and related medical conditions), age, genetic information, national origin, ancestry, citizenship status, physical or mental disability, military service and veteran status, sexual orientation, gender identity or gender expression (including transgender status), marital status, or in any other protected classification or status as defined under applicable federal, state or local laws and ordinances.

Requirements

SKILLS AND ABILITIES REQUIRED

Education / Certification :

  • Equivalent to a high school education.
  • Mortgage Loan Originator (MLO) registration with Nationwide Mortgage Licensing System and Registry (NMLS) required.
  • Experience :

  • At least one to three years of similar or related experience or financial experience.
  • Working knowledge of Microsoft Office.
  • Compliance with Federal Bank Secrecy and Money laundering rules required.
  • Other Skills :

  • Proficient in 10 Key, typewriter, computer keyboard
  • Excellent listening, communication and telephone skills.
  • Ability to make decisions with minimum supervision.
  • Ability to work as a team on projects with other departments.
  • Salary Description

    20.25 - $21.38

    Salary : $20 - $21

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