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Collateral Management Team Member I (Hybrid)

$20.5 - $21 per hour

First Tech Federal Credit Union

Loan Services Department Assistant

Process work pertaining to the Loan Services Department job responsibilities and assist members and front-line staff with questions pertaining to those processes. Assist 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.

What Youll Do:

  • Learn and understand all aspects of the Title Tracking Program and the Collateral Protection Program
  • Provide phone coverage for the Loan Services Department to assist the Information Center, Branches, various departments, and members
  • Process the following work within service level:
    • Pega Emails
    • Collateral Management Mail
    • Service Requests: State Change, Name Change, Duplicate Title, Title Copy, Miscellaneous Title, CPI Total Loss
    • Reports: 18% Default, Missing Title Alert, Import Errors, Unrecognized, Need Contract, Discrepant, Specific Loan Types, DMW Warning
    • Prepare Berkheimer Title Package
    • Lease Buyout Title Seller Documents
    • Lien Placement Fee Transactional Audit
    • Collateral Protection Reports: Collateral Protection Insurance (CPI) Refunds, CPI Billing, CPI Premiums, CPI Class 16 report, CPI Payment Changes
    • Prepare State National Insurance Policy Package
    • Complete training courses within established guidelines
  • Actively contributes to DCUs Success Sharing initiatives and practices DCUs principles of People 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.

Education and Experience Requirements:

  • Six months to one year of related experience in a financial institution preferred
  • Prior customer service experience
  • Basic PC skills

Location: Marlborough, MA

Target Compensation: $20.50 - $21.00 per hour

Schedule: Monday through Friday 8a-5p (40 hrs)

Who We Are:

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 Federal Credit Union
Vacancy posted 5 days ago
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