Processing Management Representative III

SUMMARY

Serves as a Subject Matter Expert (SME) for multiple functions within the Processing Management department to include; all functions related to Mortgage Loans and serve as SME for subpoenas and other court requests. Performs loan payoffs, post Chapter 13 items as well as GAP and Warranty items.  Also follows detailed and standardized procedures in performing transactions for members mailed in check deposits and loan payments.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Function as a Subject Matter Expert (SME) on Mortgage Loans providing service and support to Advancial Mortgage and Midwest.  Provide support to upper management to provide mortgage documents for loan participations and sales within the deadlines provided. 

Serve as a Subject Matter Expert (SME) providing support and service by processing all subpoenas and court requests for Advancial documents for civil and criminal cases.  Complete all requests within deadlines provided.  This would include reviewing the subpoena to ensure it is valid and within legal code requirements.

Responsible for processing and sorting all incoming mail for the credit union; which includes preparing a daily courier run to the Remote Operations Center for all departments housed there.

Responsible for the processing of the weekly Home Equity Status report, including the processing of Home Equity release of liens within timeline established to comply with compliance regulations.

Assist with the management of our record inventory stored off site with outside vendor.  Serve as a back-up point of contact to pull or return record inventory from off-site storage.

Communicates with Account Services after insurance payments are applied and a balance still remains to ensure cancellation of elective products such as GAP and Warranty.

Processes dealers, insurances and member mail-in payoffs.

Applies all insurance cancellations, TT&L refunds and other refunds from dealers or insurance companies to member loans accordingly.

Responsible for mailed payment/deposit processing and balancing. All member mail-in/express delivery deposits, loan payments and other account posting functions daily.

Responsible for processing and balancing Remit Plus on a daily basis and working with the Accounting department to clear any outages.

Provide backup assistance to Retail Operations with Skip-a-payments

Process Verification of Deposits (VOD) in a timely manner

Responsible for processing member requests via PRISM, SRMS, call or email.  Requests include, but are not limited to: payoff quotes, paid in full letters, verification of deposits and statements of fact.

Responsible for scanning indirect lending packets and home equity packets for processing; including database maintenance and tracking of original documents to be housed in the off-site file room.

Assist with all other Processing Management duties to provide backup when needed.

Responsible for maintaining a working knowledge of computer equipment and software required including Microsoft Word, Excel, Outlook, etc.

Fosters a positive culture throughout the organization.

Maintain a positive and caring atmosphere for members and employees consistent with the Credit Union's mission and philosophy.

Requirements

High school diploma or general education degree (GED); and two years related experience and/or training; or equivalent combination of education and experience.