Loan Documentation & Funding Specialist

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

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.