CL Servicing Specialist I

Fortera Credit Union; Clarksville (TN); On-site; USD 41,000 - 46,000; Full time

Job summary

Fortera Credit Union in Clarksville, TN seeks an Admin Support Worker to provide high-quality service for consumer loan servicing. You will handle loan inquiries, processing requests, and routine correspondence with attention to accuracy.

Responsibilities include re-amortization calculations, payment adjustments, and reports review while upholding Fortera’s values and compliance standards.

Qualifications

• High school diploma or equivalent; some college preferred.
• Basic knowledge of loan products and loan processes.
• Proficiency in MS Office Suite and standard office software.

Responsibilities

• Administers loan servicing for existing consumer loans.
• Provides phone support and clarifications on policies.
• Processes loan service requests and adjustments.
• Handles payoff and LOC closure requests with accuracy.
• Maintains routine member correspondence and reports.
• Maintains confidentiality and professional conduct.

Skills

MS Office Suite

Interpersonal skills

Communication skills

Time management

Attention to detail

Teamwork

Education

High school diploma or equivalent

Some college or admin training

Tools

Loan systems knowledge

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time Admin Support Worker Clarksville, TN, US

Salary Range: $19.61 To $22.06 Annually

Starting pay for successful applicants is generally within the minimum to midpoint of the pay range. Our consideration for pay is designed to support career growth and development over time. Offers extended depend on a variety of job-related factors, including but not limited to individual experience, knowledge, training, education, geographic location, market demands and internal equity.

POSITION PURPOSE

Delivers high-quality service while assisting both internal and external stakeholders with a variety of general tasks in Consumer Loan Servicing. Accountable for maintaining and adhering to Fortera’s core values and service standards.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

• Administers and manages loan servicing for existing Consumer Loans, including but not limited to the following tasks.
• Provides phone support to internal team members by addressing basic loan inquiries and offering clarifications on loan policies and procedures.
• Receives and processes requests related to consumer loan servicing.
• Handles basic loan adjustments, re-amortization calculations, payment modifications/adjustments, and loan extension requests.
• Handles various requests, including mail inquiries, line of credit (LOC) closure requests, and payoff requests.
• Manages and resolves Synapsis tickets, ensuring that issues are reported, tracked, and addressed appropriately whenever possible.
• Executes payment reversals and processes basic adjustments.
• Reviews weekly and monthly reports to ensure accounts are accurate and current.
• Manages routine and confidential member correspondence, along with other administrative tasks for the department.
• Communicates effectively and proactively with team members, team leaders, external vendors, and members via phone, in person, or through written correspondence.
• Interacts professionally with all levels of management while upholding strict confidentiality.
• Attends and actively participates in all required training sessions, meetings, and committees.
• Engages in community and civic events to raise awareness of the Credit Union’s presence in the community.
• Completes all mandatory compliance training and adheres to applicable regulations, including Bank Secrecy Act compliance.
• Performs tasks with minimal supervision.
• Maintains regular and predictable attendance.
• Carries out additional duties as assigned or required by management.
• Ensures the work area is clean, secure, and well-maintained.

PERFORMANCE MEASUREMENTS

• Maintains a lien ratio of less than 1% for missing liens.
• Establishes and maintains positive working relationships and effective coordination with all credit union personnel.
• Ensures required reports and records are accurate, complete, and submitted on time, meeting all deadlines.
• Meets individual and team goals as assigned.
• Consistently demonstrates Fortera’s core values.

Special Note: Fortera Federal Credit Union is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to age, sex, race, color, national origin, disability, pregnancy, genetic information, religious preference, protected veteran status, sexual orientation, gender identity or any other trait protected by state or federal law.

Please be advised, visa sponsorship is not available for this position.

QUALIFICATIONS
EDUCATION/CERTIFICATION:

• High school diploma or equivalent; some college or administrative training preferred.

REQUIRED KNOWLEDGE:

• Basic knowledge of loan products.
• Understanding of the registration/lien placement process preferred.
• Understanding of document formats, spreadsheets, and Loan communications.
• Proficiency in MS Office Suite.

EXPERIENCE REQUIRED:

• One to three years of financial institution experience.

SKILLS/ABILITIES:

• Accurately assesses the cultural environment, exhibiting emotional intelligence and appropriate sensitivity while maintaining individuality.
• Strong interpersonal, member service, and oral and written communication skills.
• Able to work in a cooperative manner with others. Maintains a positive, upbeat attitude.
• Strong organization, attention-to-detail, and time management skills.
• Able to work independently, as a team and manage and move multiple streams of work forward simultaneously in a fast-paced environment.
• Able to meet deadlines and maintain an effective and efficient workflow.
• Ability to write clear emails and member correspondence. High attention-to-detail in all written material.
• Able to work well under pressure while always promoting a professional image of the credit union.
• Able to use PC, related software applications and standard office equipment.
• Professional dress, appearance, and attitude.