Ensures new Mortgages and HELOCs are successfully transferred from Mortgage Closing Loan Servicing Core System (FISERV-DNA). Verifies all loan information transferred is accurate and works with Mortgage Originations and Post Closing to resolve any inaccuracies. Produces a high degree of efficiency and accuracy on-boarding new loans, and escalates to management when appropriate. Responsible for processing member payments, setting up/modifying automatic ACH and internal payment instructions, making principal payments, and researching unapplied reports. Complies with applicable Federal, State and NCUA rules, regulations and laws while upholding UNFCU’s commitment to high quality member service.
TYPE & AMOUNT OF EXPERIENCE:
In addition to any specific job requirements in connection with Bank Secrecy Act and/or OFAC (BSA), employee must (i) be aware of BSA matters commensurate with the position; (ii) report any suspicious activity to the manager or compliance department; and (iii) satisfactorily complete any required BSA training.