Consumer Lending Document Support Technician

SECU; Wake Forest (NC); On-site; USD 32,000 - 42,000; Full time

Job summary

SECU is seeking a detail-oriented professional in North Carolina to manage the reception and review of electronic loan documents and to book and distribute consumer loan funds originated by the Lending Contact Center.

The role also supports LCC lenders with check distribution, disbursement issues, and document handling using Margo Teller and OnBase, requiring accuracy and timely communication.

Qualifications

• HS Diploma or GED is required.
• Ability to enter data accurately and efficiently.
• Knowledge of credit union lending policies preferred.
• Familiarity with Margo Teller and OnBase platforms.

Responsibilities

• Book consumer loans completed by the Lending Contact Center and disburse funds to member accounts.
• 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

Communication skills

Education

High School Diploma or GED

Tools

Margo Teller

OnBase

MS Outlook

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.