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Loan Servicing Specialist I  

EOE StatementWe are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

Job Description

Job Title: Loan Servicing Specialist I

Department: Loan Servicing and Assistance

Reports to: Manager of Loan Servicing and Assistance

FLSA Status: Non-Exempt

Summary: Individuals in the job are responsible for assisting Tropical Financial Credit Union in the achievement of its purpose of guiding members successfully through the financial marketplace. Additionally, this position is responsible for processing all related servicing data entry functions and maintaining secured paper documents in a control secure vault room for all loan types.

Essential Duties and Responsibilities include the following.

  • Provide service that meets the Service Standards defined by Tropical Financial Credit Union and achieve annual goals that are established through the Performance Management Process.
  • Process daily loan servicing work duties that includes, boarding new first mortgage loans, scan loan files, retrieve loan files that are paid off and send to outside storage.
  • Scan daily work for lending units.
  • Pickup, record and distribute mail.
  • Keep all loan files in the vault custody area in order and on a timely basis. Track the files that are retrieved from the vault room.
  • Work on reports provided by the Loan Servicing Manager.
  • Complete post-closing loan functions for home equity and first mortgage loans, and consumer loans.
  • Compliance:
    • BSA Compliance - every employee is required to uphold the credit union's compliance with the Bank Secrecy Act and anti-money laundering policies and procedures. Specific functions within TFCU will take into consideration the awareness of unusual or suspicious activity that is relevant to the department.
    • In addition to any other assigned training courses, online BSA and OFAC courses must be completed at least annually, as made available by the Training and/or Compliance Departments.
    • Maintains comprehensive knowledge of the Bank Secrecy Act, Customer Identification Program, USA Patriot Act, OFAC, Fair Lending and Credit Card Act.
    • Comply with all TFCU policies and procedures to ensure compliance with such regulations.
  • Performs other duties as required with or without accommodation.
Position Requirements

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Flexible in schedule, occasionally may work weekends.
  • Must have the ability to prioritize and handle multiple tasks.
  • Must have good verbal and written communication skills.
  • Exemplary interpersonal skills and be an active participant in teamwork activities.
  • Motivated, Self-starter, Customer service oriented, Goal Driven, Is a proven performer.
  • Ability to read and interpret documents such as procedure manuals.
  • Ability to speak effectively with members or employees of the organization.
  • Ability to apply concepts of basic arithmetic.
  • Ability to apply good judgment and understanding to carry out instructions in written, verbal, or diagram form.
  • Ability to deal with problems involving several existing variables in standardized situations.
  • Display a willingness to adhere to organizational policies and objectives and the willingness and ability to learn new tasks and duties within a changing environment.
  • Ability to contribute recommendations to improve the work process.
  • Ability to meet deadlines in an organized and timely fashion, and work independently, with minimal supervision at times.

Education and/or Experience

  • High School plus additional course work in areas such as clerical work, financial services and customer service.
  • Two years of banking and customer service experience required and one year working in a lending environment preferred.
  • Good working knowledge in Microsoft Office: Word, Excel and Outlook
  • Communication with internal departments is moderate with minimal external communication.
  • Team player with supportive and motivational orientation
  • Commitment to continuous improvement evident in attitude and work performed

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand, walk, sit and use hands to handle or touch. The employee is occasionally required to reach with hands and arms. The employee must occasionally lift and/or move up to 20 pounds, ability to access loan files using ladder. Specific vision abilities required by this job include close vision, and ability to focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Full-Time/Part-Time Full-Time  
Exempt/Non-Exempt Non-Exempt  
Location Miramar, FL  
About the Organization Tropical is a not-for-profit, member-owned and member operated financial cooperative, serving South Florida since 1935. We operate a fun, and family-oriented work environment where every employee has the opportunity to learn and grow in their career and move up within the organization. It's an organization that values your contributions and rewards you for your performance. TFCU has proven to be an organization that is dedicated not only to TFCU's success, but the success of its employees and the financial success of our members.  

This position is currently accepting applications.

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