Funding Specialist

Polish & Slavic Federal Credit Union is committed to supporting our employees' overall wellbeing by providing valuable benefits. The credit union proudly offers a competitive benefits package, that includes: Medical, Vision and Dental Insurance, Retirement Plans, Life Insurance Plans, Tuition Reimbursement and Pet Insurance, among other benefits. We also have a generous Paid Time Off policy including Vacation, Personal and Sick Time, as well as, a Birthday Day off.


Responsibilities:

• Review assigned approved consumer loan and VISA application for completeness of documents.
• Obtain when necessary any additional signatures or documents needed for timely funding of the loan.
• Notify members of the final decisions made on credit applications and inform applicant about documents required for disbursement.
• Mail Adverse Action Notice, Approval Letters with attachments and Credit Score Notifications to applicant(s).
• Upload all additional documents provided by the member for funding purposes.
• Provide notice of any exceptions.
• Schedule funding and collect all documents required for disbursement.
• Perform booking and loan documents arrangement.
• Process consumer loan applications if needed.
• Provide assistance to co-workers with difficult files or inquiries.
• Ensure prompt and courteous response to member's inquiries.
• Process Branch requests.
• Keep abreast with all PSFCU lending Policies and Procedures.
• Improve work performance through self-education.
• Any other duties or responsibilities, as required or assigned.

• High school diploma or equivalent.
• Knowledge of consumer loan products 1+ years of experience in a financial institution.
• Familiarity with consumer lending documents
• Analytical, problem-solving and negotiating skills.
• Excellent written and verbal communication skills.
• Strong customer service and team orientation.
• Strong attention to details.
• Familiarity with personal computer and basic software skills.