Overview:
The Primary function of this position is to deliver high quality service to our lending base.

Duties and Responsibilities:

• The following duties are normal for this position.  These are not to be construed as exclusive or all-inclusive.  Other duties may be required and assigned as such.
• Adhere to all lending compliance guidelines.
• Cross sell all applicable Meritrust services to new members, where possible.
• Maintain confidentiality in all Credit Union matters.
• Present a positive, successful image of the credit union through a professional appearance and courteous attitude. 
• Supports the Sales Team by pre-closing, scheduling, and processing loans and deposit products.
• Displays excellent member service and strong interpersonal skills by building and maintaining a positive relationship with internal and external members.
• Communicate and follow up with members and dealeres, gathering items necessary to close loans, perfect the lien, and/or open accounts.
• Schedule closing appointments with member and branch, if applicable. 
• Process and maintenance ACH with dealerships.
• Maintain communication with indirect dealers in order to provide necessary documents and assist them with any funding concerns or questions.
• Service dealers in all funding related aspects.
• Demonstrate a willingness to discuss with dealers MCU program specifics.
• Send funding notices to loan officers.
• Verify supporting documents and process direct loans within the allotted timeframe.
• Deliver quality loan documents, error free, to branch staff for in-person closings or directly to members via DocuSign.
• Disburse loan proceeds according to the approval.
• Assist Credit Union staff with loan processing questions.
• Efficiently research, correct, and perform all necessary transactions on member and dealer accounts. 
• Perform other duties as assigned by supervisor.
   

Qualifications and Education:

• Strong oral/written communication skills.
• Strong problem solving skills.
• Ability to operate an adding machine, computer, and perform minor math calculations.
• Fundamental knowledge of lending practices.
• Fundamental knowledge of account-opening procedures.
• Experience levels desired should include Teller I & II in addition to Member Service Associate I & II. 
• Completion of high school, with diploma.
• 1-3 years of loan processing experience preferred.