Collateral Management Team Member I (Hybrid)

First Tech Federal Credit Union; Marlborough (MA); On-site; USD 28,000 - 29,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) match

Paid time off

Job summary

First Tech Federal Credit Union in Marlborough, MA is seeking a Loan Services Associate to help process Loan Services tasks and assist members and front-line staff with questions. You will contribute to achieving service levels and cross-train on a variety of loan-related processes.

You will support title tracking, CPI, collateral programs, and related duties while maintaining professionalism and compliance. The role runs Monday–Friday, 8a–5p, 40 hours per week with full benefits.

Qualifications

• Six months to one year of related experience in a financial institutions preferred
• Prior customer service experience
• Basic PC skills

Responsibilities

• Learn and understand all aspects of the Title Tracking Program and the Collateral Protection Program
• Provide phone coverage for the Loan Services Department to assist the Information Center, Branches, various departments, and members
• Process the following work within service level: Pega Emails, Collateral Management Mail, Service Requests like State Change, Name Change, Duplicate Title, Title Copy, Miscellaneous Title, CPI Total Loss
• Run Reports: 18% Default, Missing Title Alert, Import Errors, Unrecognized, Need Contract, Discrepant, Specific Loan Types, DMW Warning
• Prepare Berkheimer Title Package and Lease Buyout Title Seller Documents
• Audit Lien Placement Fee Transactions and Collateral Protection Reports
• Prepare State National Insurance Policy Package
• Complete training courses within guidelines and contribute to DCU's success sharing initiatives
• Maintain professionalism and adhere to DCU policies and applicable regulations
• Perform duties with attention to detail and meet performance goals
• Perform other job-related duties as assigned.

Skills

Customer service

Basic PC skills

Job description

Description

Process work pertaining to the Loan Services Department job responsibilities and assist members and front- line staff with questions pertaining to those processes. Assist the Loan Services Department with achieving key performance goals and service level standards. Cross train on a variety of the Loan Services Department processes to further support the overall goals of the department and DCU.

What You\'ll Do:

• Learn and understand all aspects of the Title Tracking Program and the Collateral Protection Program
• Provide phone coverage for the Loan Services Department to assist the Information Center, Branches, various departments, and members
• Process the following work within service level:
• Pega Emails
• Collateral Management Mail
• Service Requests: State Change, Name Change, Duplicate Title, Title Copy, Miscellaneous Title, CPI Total Loss
• Reports: 18% Default, Missing Title Alert, Import Errors, Unrecognized, Need Contract, Discrepant, Specific Loan Types, DMW Warning
• Prepare Berkheimer Title Package
• Lease Buyout Title Seller Documents
• Lien Placement Fee Transactional Audit
• Collateral Protection Reports: Collateral Protection Insurance (CPI) Refunds, CPI Billing, CPI Premiums, CPI Class 16 report, CPI Payment Changes
• Prepare State National Insurance Policy Package
• Complete training courses within established guidelines
• Actively contributes to DCU\'s Success Sharing initiatives and practices DCU\'s principles of People Come First; Do the Right Thing; Make a Difference
• Maintains a high level of professionalism and respect during interactions with both members and colleagues alike
• Maintains a working knowledge of and adheres to DCU policies and procedures related to the position as well as all applicable regulations
• Performs work functions with attention to detail, within established timeframes and follows through as needed to complete tasks
• Meets or exceeds performance goals, including but not limited to, service level achievement, timeliness of tasks, quality of work, service quality and others as assigned
• Perform other job-related duties as assigned.

Education and Experience Requirements:

• Six months to one year of related experience in a financial institutions preferred
• Prior customer service experience
• Basic PC skills

Location:

Marlborough, MA

Target Compensation:

$20.50 - $21.00 per hour

Schedule:

Monday through Friday 8a-5p (40 hrs)

Who We Are:

Every great journey begins with a bold idea-and ours is no different. First Tech and DCU were founded on the belief that financial solutions should put people first. That belief has fueled decades of innovation and service, rooted in the tech sector and expanding to support members from all walks of life.

Employees are eligible for:

• Traditional medical, dental, and vision coverage
• Generous 401(k) match
• Paid Time Off: You\'ll accrue up to 15 days in your first year. In addition, you\'ll receive 40 hours of sick time and 3 personal days, which refresh annually
• Paid federal holidays
• Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility subject to standard account requirements and underwriting criteria)

Employment Statements:

First Tech is an equal opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.

If you\'re applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to [e-mail] and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.

First Tech is not currently offering Visa transfer/sponsorship for this position.