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Rally Credit Union · 2 days ago

Consumer Lending Clerk

Corpus Christi, TX

Full-time

Onsite

New Grad, Entry Level

0+ years exp

Rally Credit Union is seeking a Consumer Lending Clerk to complete clerical tasks for credit union staff, ensuring timely delivery of services to membership. The role involves issuing cashier's checks, maintaining department spreadsheets, and assisting with loan applications and member records.

CreditFinanceFinancial ServicesLending

Responsibilities

Issue cashier’s checks according to loan funding instructions

Maintain department spreadsheets and follow up with Consumer Lending staff on pending items

Assist with assigning pending loan applications to Consumer Lending staff

Monitor Glia queue and transfer pending engagements to Consumer Lending staff

Monitor department voicemail and assign to Consumer Lending staff

Monitor department shared mailbox and assign to Consumer Lending staff

Perform general file maintenance and research transactions

Receive and distribute all incoming faxes and mail to Consumer Lending staff

Assist with submitting Akcelerant workflows for loan and account maintenance

Review title work and funded loans for accuracy and route to the title department

Place department supply orders

Foster a teamwork attitude to ensure all credit union goals and objectives are achieved

All other duties as assigned

Maintain accurate data entry in regard to member records, maintenance, and transactions; have the ability to find and correct errors

Ensure the protection of the credit union’s interest in matters of adequate documentation; includes but not limited to loan, title work, and account packets

Adherence to security, internal control procedures, policies and applicable laws and regulations

Adhere to mandatory compliance, product, and credit union training

Demonstrates an understanding of and follow the requirements of all regulation compliance including but not limited to those Bank Secrecy Act (BSA), AntiMoney Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP) and Member Due Diligence (MDD) as it specifically relates to their job functions

Responsible for completing BSA/AML compliance training annually

Qualification

Data entryAttention to detailCompliance knowledgeCustomer serviceTeamwork

Required

High school diploma or equivalent

6 months reception or data entry experience

Most important to this position are accuracy, and attention to detail

Position involves wrist/hand manipulation and restriction to workstation for extended periods of time

Vision abilities required by this job include close vision for frequent viewing of computer monitor and review of documents

Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team

Must have a strong ability to read and carry out various written instructions and follow oral instructions

Must have a strong ability to speak clearly and deliver information in a logical and understandable sequence

The ability to anticipate member needs, initiate assistance, make recommendations of appropriate products/services

Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public

Must be able to perform responsibilities with composure under the stress of deadlines/requirements for extreme accuracy and quality and or fast pace

Must be able to effectively handle multiple, simultaneous, and changing priorities

Must be capable of exercising highest level of discretion on both internal and external confidential matters

Personal computer with Windows environment, calculator, copy machine, fax machine, and scanner