What are the responsibilities and job description for the P1 AR / AP Specialist, HR Liaison & Executive Assistant position at Truliant Federal Credit Union?
Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.
Our Promise to Our Teammates : Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.
Purpose of the Job
The Loan Activation and Accounts Receivables Support role assists in the loan activation process, assisting with documentation, verifications, and communications with clients. Additionally, the role provides support in managing accounts receivables, including invoice processing, reconciliations, and addressing customer inquiries.
Essential Functions and Responsibilities
- Assists in the loan activation process by reviewing loan applications, verifying information, and ensuring accuracy in loan documentation.
- Collaborates with underwriting and sales teams to gather necessary information and documentation for loan approvals.
- Monitors loan pipelines, track progress, and update relevant systems and databases accordingly.
- Processes payments, reconcile accounts, and manage accounts receivables activities.
- Generates and distributes reports related to loan activation, accounts receivables, and payment processing.
- Responds to customer inquiries and resolve issues related to loan activations and accounts receivables in a timely and professional manner.
- Assists with data entry, document filing, and other administrative tasks as needed.
- Follows company policies, procedures, and regulatory requirements in all loan activation and accounts receivables activities.
- Participates in training programs and continuous learning opportunities to enhance knowledge and skills.
- Stays updated on industry trends, technology advancements, and regulatory changes related to loan processing and premium finance.
Other Duties and Responsibilities
Knowledge, Skills, and Abilities
Physical Requirements
Education and Background
If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant!
As a member of the Truliant family, you will enjoy the following full time benefits :
