Loan Servicing Team Member I

First Tech Federal Credit Union; Hillsboro (OR); On-site; USD 28,000 - 33,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Generous 401(k) match

Paid Time Off (up to 15 days in first

Paid federal holidays

Employee pricing on lending products

Job summary

First Tech Federal Credit Union seeks a Loan Servicing Team Member to assist members and staff with loan service questions and processing. You will learn XP, iQQ, LoansPQ, Pega, and Avaya, provide phone support, and ensure tasks meet service level targets.

Role focuses on accuracy, timely processing, and professional interactions while maintaining compliance with policies. Eligible for annual bonus opportunities and benefits through First Tech.

Qualifications

• 6+ months of experience in a financial institution (credit union, bank, mortgage company, auto lender, etc.)
• Customer service experience, preferably handling member/client inquiries
• Strong data entry and PC skills
• Ability to work in a high-volume processing environment with service level expectations

Responsibilities

• Learn and understand the following programs: XP, iQQ, LoansPQ, Pega, Avaya Phone System
• Provide phone coverage for the Loan Services Department to assist the Information Center, Branches, various departments, and members
• Have a comprehensive and working knowledge of the Balance Transfer Program
• Process loan servicing tasks within service level: emails, mail, service requests, and letters
• Complete training courses within established guidelines
• Contribute to DCU's Success Sharing initiatives and follow People Come First; Do the Right Thing; Make a Difference
• Maintain professionalism and respect in interactions with members and colleagues
• Adhere to DCU policies, procedures, and applicable regulations
• Perform tasks with attention to detail and within established timeframes
• Meet or exceed performance goals and service levels
• Perform other job-related duties as assigned

Skills

Customer service

Data entry

High-volume processing

Financial institution experience

Tools

XP

iQQ

LoansPQ

Pega

Avaya Phone System

Job description

The Loan Servicing Team Member processes work pertaining to the Loan Services Department and assists members and front‑line staff with questions pertaining to those processes. Assists the Loan Services Department with achieving key performance goals and service level standards. Cross train on a variety of the Loan Services Department processes to further support the overall goals of the department and DCU.

Here's what you can expect from the job and what you need to be successful:

What You'll Do:

• Learn and understand the following programs: XP, iQQ, LoansPQ, Pega, Avaya Phone System
• Provide phone coverage for the Loan Services Department to assist the Information Center, Branches, various departments, and members
• Have a comprehensive and working knowledge of the Balance Transfer Program
• Process the following work within service level:
• Pega Emails
• Loan Servicing Mail
• Service Requests: Loan Payment Correction, Amend a Note (Rate and Date), Electronic Services and Operations Department Corrections, Late Fee/Finance Charge Refunds, Amortization Schedule, Paid Loan Letter, Payoff Letter, Interest Calculations, Letter of Guarantee. (all Loan Services Letters)
• Fax Forms: Skip a Payment, Closing Loans, Adding and Removing Overdraft Protection.
• Reports: Auto Loan Investor, Loans Past Maturity, Life Insurance Over Age 66, Debt Protection Over Age 66, Loans Held by Shares/Certificated.
• Third party auto loan payoff checks
• Third Party Lien Releases.
• Complete training courses within established guidelines
• Actively contributes to DCU's Success Sharing initiatives and practices DCU's principles ofPeople 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.

Essential Skills:

• 6+ months of experience in a financial institution (credit union, bank, mortgage company, auto lender, etc.)
• Customer service experience, preferably handling member/client inquiries
• Strong data entry and PC skills
• Ability to work in a high-volume processing environment with service level expectations

Location:

Hillsboro Corporate Office | Hillsboro OR 97124 OR Marlborough Corporate Office | Marlborough, MA

Target Compensation:

$20.00 to $24.28 / hr + annual bonus

#INDHI

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Who We Are:

What makes First Tech different?

Every great journey begins with a bold idea-and ours is no different. First Tech and DCU were founded on the belief that financial solutions should put people first. That belief has fueled decades of innovation and service, rooted in the tech sector and expanding to support members from all walks of life.

Employees are eligible for:

• Traditional medical, dental, and vision coverage
• Generous 401(k) match
• Paid Time Off: You'll accrue up to 15 days in your first year. In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually
• Paid federal holidays
• Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility subject to standard account requirements and underwriting criteria)

Employment Statements:

First Tech is an equal opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.

First Tech is not currently offering Visa transfer/sponsorship for this position.