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MI
Servicing Specialist
Mirastar Federal Credit UnionSan Jose, United Statesfull_timeVerifiedPosted 15 Oct 2024
About the role
SUMMARYThe Servicing Specialist is a Generalist within the Servicing Department. The position is an administrative support function that will be tasked with loan servicing and deposit operations back-office support. QUALIFICATIONSTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities toperform essential functions. · Education and/or Experience: High school diploma or equivalent; 3 to 5 years working in a back-office position within a financial services institution.· Certificates, Licenses, and Registrations: None required.· Geographical Location: This position may be eligible for a flexible work arrangement. Individuals working in this position must be located within the state of California.
ESSENTIAL FUNCTIONS· Provide direct day-to-day administrative support to the Assistant Servicing Manager.· Maintain levies, subpoenas, deceased accounts, and IRAs.· Coordinate GAP and Debt Protection claims.· Process Collateral Protection Insurance.· Process mail for organization.· Manage physical records.· Complete quality control review of newly funded loans and new membership accounts.· Serve as a point of contact for front office staff regarding servicing questions.· Participate in cross-functional and department projects as necessary.· Support lending communication efforts by updating intranet resources and content.· Compliance with the Bank Secrecy Act, OFAC, and USA PATRIOT Act including but not limited to completing · Member Identification Program requirements, customer due diligence, identifying high-risk accounts, and reporting suspicious activities to your supervisor and BSA Officer.· Other duties as assigned.
KNOWLEDGE, SKILLS, AND ABILITIES· Service professional with strong verbal and written communication skills with demonstrated ability to communicate professionally at all levels.· Effective interpersonal skills and ability to work with all levels of staff and members in a professional, approachable, and positive manner.· Ability to handle simultaneously, multiple tasks and changing priorities in an efficient and effective manner.· Broad knowledge of, and practical experience with lending operations functions, products and services, and the laws and regulations which affect the Credit Union.· Detail-oriented, self-starter who is able to work independently.· Maintain thorough and current knowledge of relevant federal, state, and local regulations as well as internal policies, procedures, products, and services.· Computer literate and proficient in software applications, financial analysis programs, Adobe Acrobat, online research tools, and MS Office: Word, Excel, PowerPoint, and Outlook.· Ability to demonstrate commitment to self-improvement by taking the initiative to learn new skills, systems, and procedures as well as taking advantage of the continuous education opportunities within and outside of the Credit Union.· Hungry: Always looking for more. More things to do. More to learn. More responsibility to take on. Self-motivated and diligent. Constantly thinking about the next step and the next opportunity.· Hungry: Always looking for more. More things to do. More to learn. More responsibility to take on. Self-motivated and diligent. Constantly thinking about the next step and the next opportunity.· Humble: Lack of excessive ego or concerns about status. Quick to point out the contributions of others and slow to seek attention for self. Shares credit, emphasizes team over self and defines success collectively rather than individually.· Works Intelligently: Have common sense about people. Tend to know what is happening in a group situation and how to deal with others in the most effective way. Demonstrates good judgment and intuition around the subtleties of group dynamics and the impact of their words and actions. PHYSICAL REQUIREMENTSThe physical demands described below are representative of those that must be met
ESSENTIAL FUNCTIONS· Provide direct day-to-day administrative support to the Assistant Servicing Manager.· Maintain levies, subpoenas, deceased accounts, and IRAs.· Coordinate GAP and Debt Protection claims.· Process Collateral Protection Insurance.· Process mail for organization.· Manage physical records.· Complete quality control review of newly funded loans and new membership accounts.· Serve as a point of contact for front office staff regarding servicing questions.· Participate in cross-functional and department projects as necessary.· Support lending communication efforts by updating intranet resources and content.· Compliance with the Bank Secrecy Act, OFAC, and USA PATRIOT Act including but not limited to completing · Member Identification Program requirements, customer due diligence, identifying high-risk accounts, and reporting suspicious activities to your supervisor and BSA Officer.· Other duties as assigned.
KNOWLEDGE, SKILLS, AND ABILITIES· Service professional with strong verbal and written communication skills with demonstrated ability to communicate professionally at all levels.· Effective interpersonal skills and ability to work with all levels of staff and members in a professional, approachable, and positive manner.· Ability to handle simultaneously, multiple tasks and changing priorities in an efficient and effective manner.· Broad knowledge of, and practical experience with lending operations functions, products and services, and the laws and regulations which affect the Credit Union.· Detail-oriented, self-starter who is able to work independently.· Maintain thorough and current knowledge of relevant federal, state, and local regulations as well as internal policies, procedures, products, and services.· Computer literate and proficient in software applications, financial analysis programs, Adobe Acrobat, online research tools, and MS Office: Word, Excel, PowerPoint, and Outlook.· Ability to demonstrate commitment to self-improvement by taking the initiative to learn new skills, systems, and procedures as well as taking advantage of the continuous education opportunities within and outside of the Credit Union.· Hungry: Always looking for more. More things to do. More to learn. More responsibility to take on. Self-motivated and diligent. Constantly thinking about the next step and the next opportunity.· Hungry: Always looking for more. More things to do. More to learn. More responsibility to take on. Self-motivated and diligent. Constantly thinking about the next step and the next opportunity.· Humble: Lack of excessive ego or concerns about status. Quick to point out the contributions of others and slow to seek attention for self. Shares credit, emphasizes team over self and defines success collectively rather than individually.· Works Intelligently: Have common sense about people. Tend to know what is happening in a group situation and how to deal with others in the most effective way. Demonstrates good judgment and intuition around the subtleties of group dynamics and the impact of their words and actions. PHYSICAL REQUIREMENTSThe physical demands described below are representative of those that must be met
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