Loan Clerk

Join Our Team at Sunrise Family Credit Union!

Ready for a change of scenery? Whether you've been serving up smiles in a bustling restaurant or you're simply looking to dive into something new and exciting, we want YOU to be a part of our stellar team at Sunrise Family Credit Union!

We're on the lookout for a vibrant Part-Time Loan Clerk who's eager to learn and grow with us. No previous credit union or finance experience? No problem! If you've got a knack for organization, a passion for customer service, and a willingness to roll up your sleeves and dive in, then you're exactly who we're looking for.

As our Loan Clerk, you'll be the heartbeat of our lending operations, handling tasks like tracking and reporting, processing payments, and even embarking on adventures to the secretary of state (trust us, we'll make it fun!). From answering phones with a smile to ensuring our members receive top-notch service, you'll be at the forefront of it all.

And the best part? You don't need a finance background to thrive here. Whether you've spent time in a restaurant, retail, or any other industry, if you're ready to kick-start your career in a supportive and dynamic environment, we want to hear from you!

So, why wait? Take the leap and send your resume soaring into the hands of our VP of Lending, Lisa Felske, at lfelske@sunrisefamilycu.org.

Job Title: Loan Service Specialist – Tier I

Normal Duties:

• Greet Members and Guests
• Start application process.
• Keep appointment flow running smoothly.
• Answer Telephone Calls
• Answer Simple Questions
• Set up appointments.
• Refer calls to appropriate person.
• Disburse Loans
• Explain Loan Documents
• Cut Checks and issue upon completion of loan process.
• Input data on computer.
• Return completed package to Loan Officer for minute entry.
• Process Daily Mail
• File and record lien proofs on vehicles.
• Forward insurance documentation to insurance company
• File and record mortgage documentation.
• Collect and document information requested; RE: mortgage verification from other financial institutions.
• File Room
• Responsible for all daily filing of loan files and incoming documentation
• Upkeep of files
• Other filing duties as assigned, such as obtaining files for audit or examination purposes, etc.
• Record Keeping
• Gather Data pertaining to the daily traffic flow of the loan department as directed by the Vice President – lending.
• Enter data on forms for computer input.
• Paid Loans
• Mail “thank You” letters to all members who paid loans as agreed.
• Send paid documentation as applicable.
• Assist Loan Officers with cash transactions.
• MasterCard advances
• Loan Payoffs
• Attend BSA training annually.
• Perform other duties as directed by the Vice President – Lending or President/CEO.

Qualifications:

Education: High School Graduate with at least one year experience in a credit union or financial institution preferred

Other:

Professional Appearance and Demeanor

Excellent Oral and Written Skills

Ability to Communicate with Tact, Discretion and Courtesy

Proficient Word Processing and Spreadsheet skills

Mindfulness/Problem Solving

Superior Member Service Skills

Ability to act and take responsibility for results.

Sunrise Family Credit Union is an Equal Opportunity Employer

Job Type: Part-time

Pay: From $11.00 per hour

Expected hours: 30 – 36 per week

Benefits:

• Dental insurance
• Health insurance
• Paid time off

Schedule:

• Day shift
• Monday to Friday
• Weekends as needed

Ability to Relocate:

• Bay City, MI 48706: Relocate before starting work (Required)

Work Location: In person