Collateral & Title Services Associate I

First Tech Federal Credit Union; Marlborough (MA); On-site; USD 24,000 - 34,000; Full time

Benefits offered by this job

Traditional medical

Job summary

First Tech Federal Credit Union in Marlborough, MA seeks a detail-oriented Loan Services Support Associate to handle title tracking and collateral protection tasks, assist members and front-line staff with process questions, and help the department hit performance goals.

You will learn cross-training across Loan Services processes, provide phone coverage for the Information Center and branches, and ensure service levels are met.

Qualifications

• Six months to one year of related experience in 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: 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: 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

Skills

Customer service

Financial services

Phone support

Tools

Pega

Job description

First Tech Federal Credit Union in Marlborough, MA seeks a detail-oriented Loan Services Support Associate to handle title tracking and collateral protection tasks, assist members and front-line staff with process questions, and help the department hit performance goals.

You will learn cross-training across Loan Services processes, provide phone coverage for the Information Center and branches, and ensure service levels are met.