Loan Document Specialist

Sunward; Albuquerque (NM); On-site; USD 24,000 - 30,000; Full time

Job summary

Sunward is seeking an organized Loan Documents Specialist to ensure accuracy and completeness of loan documents and maintain an organized processing system. You will support members with accurate title letters, mail sorting, and batch processing for payoff funds.

Responsibilities include processing vehicle titles, verifying payoffs, delivering documents in the lobby, and ensuring timely mailings. Proficiency in Microsoft Office and strong attention to detail are essential for success.

Qualifications

• Six months or more experience in financial institutions, lending, processing, or related work.
• High school diploma or GED or equivalent experience in lieu of education.

Responsibilities

• Prepare title release letters and other member letters with accuracy and detail.
• Process and sort mail to the appropriate Loan Services teams.
• Run daily batch jobs for funds received on loan payoff checks and insurance checks.
• Process incoming vehicle titles and verify accuracy before filing.
• Verify and deliver titles or checks to dealers/members in lobby and confirm loan payoff.
• Process vehicle titles when loans are paid off and mail titles if needed.

Skills

Organizational skills

MS Office

Analytical thinking

Attention to detail

Independent worker

Time management

Education

High school diploma or GED

Tools

Microsoft Office

Job description

Job Summary:

This role ensures the accuracy and completeness of loan documents, maintaining an organized system for document processing, and supporting our commitment to providing exceptional service to our members.

Job Type

Full-time

Essential Job Duties

• Prepare appropriate title release letters and other letters for members as needed with accuracy and detail.
• Process and sort mail to appropriate Loan Services teams
• Accurately process daily batch jobs for all funds received on loan payoff checks, and insurance checks.
• Process incoming vehicle titles. Verify title for accuracy and file in title cabinets.
• Verify and deliver titles or checks to the dealer/member in the lobby when requested and verify loan has paid off.
• Process vehicle titles when loan paid off.
• Mail title if needed after verifying proper address.

Processing Duties:

• Prepare appropriate title release letters and other letters for members as needed with accuracy and detail.
• Process and sort mail to appropriate Loan Services teams
• Accurately process daily batch jobs for all funds received on loan payoff checks, and insurance checks.
• Process incoming vehicle titles. Verify title for accuracy and file in title cabinets.
• Verify and deliver titles or checks to the dealer/member in the lobby when requested and verify loan has paid off.
• Process vehicle titles when loan paid off.
• Mail title if needed after verifying proper address.

Administrative Duties

• Perform loan support in accordance with policies, established procedures, and interpreting regulations while meeting all deadlines and performance expectations.
• Provide exceptional service to internal and external members in alignment with the Credit Union's core values.
• Support the member and Credit Union staff by responding to document related support requests with accuracy and professionalism.
• Scan various loan documentation to in-house imaging system.
• Scan insurance policies to Allied Insurance Solutions.
• Verify all required paperwork for all new loans, GAP contracts, MRC contracts are in the in-house imaging system.
• Prepare certified mail and Federal Express packages.
• Verify and deliver titles or checks to the dealer/member in the lobby when requested and verify loan has paid off.
• Support document management policy compliance
• Process returned mail by flagging accounts and noting those requiring address updates.
• Update member addresses in the system as needed.
• Process checks before end of day (Loan payments, deposits)
• Performs other duties as assigned.

Required Skills/Abilities

• Excellent organizational skills
• Strong proficiency with Microsoft Office applications. Familiar and comfortable with information technology, particularly digital means of communication.
• Strong organizational skills in managing multiple initiatives.
• Strong analytical and problem-solving skills.
• Strong attention to detail and accuracy in handling and reviewing loan documents
• Ability to accurately balance work before leaving for the day.
• Able to work independently

Knowledge

• Familiarity with loan documents

Education And Experience

• Minimum six months experience financial institutions, lending, processing or other related experience
• Minimum of high school degree or GED or more than six months of related experience in lieu of education

Physical Requirements

Prolonged periods of sitting at a desk and working on a computer.

Must be able to lift 20 pounds at times.

Salary Description

$17.36 - $21.70 / Hour (DOE)