LOAN SUPPORT SPECIALIST I

## Description
**Role:**
To assist members and staff with their loan and service-related requests by providing clerical, administrative and functional support.
**Essential Functions & Responsibilities:**

• Provides processing support for dealer services and loan department. Identifies cross sell opportunities.
• Responsible for finishing consumer loans for consumer loan officers, ie: filing and releasing liens and tracking, UCCs, creating files, obtain insurance policy, send payoffs to other creditors, E Recording, E Oscar/credit bureaus, ordering appraisals and title insurance, working in imaging system and insurance requirements, runs reports and provides basic information on, ie: Monthly Exception Report.
• Files loan documents with the appropriate agencies. Completes paid-out/closed loan report weekly and mails lien releases as required. Reviews pledge loans and ensures that pledge accounts have proper holds, auto transfer payments, pledged loan list, sub-action exception reports for accuracy, errors or discrepancies. Responsible in investigating and responding to eOscar reporting disputes. Responsible for force-placed insurance for Consumer Loans, following up with insurance agents after review of the loan officer exception report.
• Receives and screens telephone calls, answering member questions and complaints in a professional manner. Maintains and projects Credit Union's professional reputation. Answers routine questions or directs them to appropriate personnel. Records and relays messages.
• Files loan documents with the appropriate agencies. Identifies and takes action to improve the group's operating methods and procedures. Performs other job- related duties as assigned.
• Cross-sells Credit Union services to members. Analyzes potential loan opportunities to promote additional loans and financial services.

This Job Description is not a complete statement of all duties and responsibilities comprising the position.
## Qualifications
**Knowledge and Skills:**

• **Experience:** One to twelve months of similar or related experience.
• **Education:** A high school education or GED.
• **Interpersonal Skills:** Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication.
• **Other Skills:** Must have good communication, time management, and organizational skills. Good verbal public relations skills. Ten key calculator, typewriter and keyboard skills. Well organized.
• **Physical Requirements:** Finger Dexterity: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. Talking: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Average Hearing: Able to hear average or normal conversations and receive ordinary information. Repetitive Motion: Movements frequently and regularly required using the wrists, hands, and/or fingers. Average Visual Abilities: Average, ordinary visual acuity necessary to prepare or inspect documents or products, or operate machinery. Physical Strength: Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. (Almost all office jobs.) Mental Activities and Requirements of This Position: Reasoning Ability: Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. Mathematics Ability: Ability to perform basic math skills and use decimals to compute ratios and percents, and draw and interpret graphs. **Language Ability:** Ability to use passive vocabulary of 5-6,000 words; read at a slow rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation.
• **Work Environment** No hazardous or significantly unpleasant conditions (such as in a typical office). Position is not eligible to work remotely.