Consumer Lending Document Support Technician

State Employees' Credit Union; Raleigh (NC); On-site; USD 32,000 - 42,000; Full time

Job summary

State Employees' Credit Union is seeking a detail‑oriented Loan Operations Support role to assist the Lending Contact Center with loan document handling, funding, and check distribution.

The position requires a high school diploma or GED, proficiency in MS Outlook, and accuracy in data entry. Familiarity with Margo Teller and OnBase is preferred; attention to lending policies is essential.

Qualifications

• HS Diploma or GED.
• Proficiency in MS Outlook.
• Able to key data accurately and efficiently.
• Demonstrable knowledge of the Credit Union's lending policies.
• Familiarity with Margo Teller and Platform.

Responsibilities

• Book consumer loans completed by the Lending Contact Center and disburse funds to member accounts via Margo Teller as needed.
• Cut and mail physical checks for loan proceeds as directed by the originating lender.
• Upload eSigned member documents to OnBase.
• Scan and upload ink-signed documents to OnBase.
• Print and mail physical loan documents as requested by LCC Lenders.
• Answer phone calls and assist lenders via the Lending Contact Center Support queue.

Skills

Data entry accuracy

Attention to detail

Customer service

Education

HS Diploma or GED

Tools

Margo Teller

OnBase Platform

Job description

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! Position Overview: This position entails the reception and review of all electronic documents related to the Credit Union’s consumer loan origination and funding process, as well as the booking and distribution of consumer loan funds for loans originated by the Lending Contact Center. Additionally, this role offers support to the LCC lenders with regards to check distribution and disbursement issues.

Responsibilities:

• 30% Book consumer loans completed by the Lending Contact Center and disburse funds to member accounts via Margo Teller as needed.


• 25% Cut and mail physical checks for loan proceeds as directed by the originating lender.


• 15% Upload eSigned member documents to OnBase.


• 10% Scan and upload ink-signed documents to OnBase.


• 10% Print and mail physical loan documents as requested by LCC Lenders.


• 10% Answer phone calls and assist lenders via the Lending Contact Center Support queue.

Required Education & Experience:

• HS Diploma or GED


• Proficiency in MS Outlook.


• Able to key data accurately and efficiently.


• Demonstrable knowledge of the Credit Union's lending policies.


• Familiarity with Margo Teller and Platform.

Job Environment & Physical Requirements:

Sitting for prolonged periods. Computer for prolonged periods. SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.

Disclaimer State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need. State Employees' Credit Union is a not-for-profit, member-owned financial cooperative with a "Do the Right Thing" mission and a goal of helping people in our community. SECU values the differences in our staff and in our North Carolina communities. We believe that embracing the uniqueness of individuals makes our cooperative stronger, more innovative and better able to serve SECU members.