Loan Maintenance Support Specialist Bilingual

About the role

The Loan Maintenance Support Specialist provides general administrative and operational support across multiple back-office functions at Credit Union of Texas, including Real Estate, Collections, Sales and Service, Collateral Titles and Records, processing account maintenance requests. The role resolves loan documentation errors, credit reporting disputes, processes loan maintenance requests, posts transactions and balances general ledgers, and assists Front Line staff and members with loan account related questions and resolutions.

Responsibilities

• Audit funded loans to ensure accuracy of loan transactions compared to loan documents on file.
• Process loan and account maintenance requests, including necessary loan and account corrections, obtaining missing documentation and updating the account or loan files.
• by sending forms for member signature and updating systems of record as required.
• Work pending-documentation reports and follow up with outside financial institutions, members, and legal entities to ensure timely processing.
• Research and respond to credit dispute inquiries to ensure accuracy of reporting according to regulatory requirements.
• Serve as backup to the Insurance Specialists to answer insurance related questions from members, insurance companies, or other third party agencies for proper review and processing.
• Ensure Insurance (PPI) claims are processed properly and GLs are balanced according to files received by third party vendor. Verify and balance GLs to ensure accuracy in reporting.
• Perform audits, as needed on loan transactions for various departments to determine any inaccuracy in reporting.
• Adhere to all regulatory requirements for payments, credit reporting, and dispute resolutions.
• Perform other job duties as assigned and needed to meet service level expectations for the Support Services Department.

Qualifications

• High school diploma or equivalent (GED).
• Minimum two (2) years of customer service experience at a credit union or other financial institution.
• Prior experience with loan documentation review, lien perfection, or loan funding audit preferred.
• Bilingual English / Spanish preferred.

Skills

• Knowledge of loan policies, procedures, and loan documents, including lien perfection on collateral.
• Proficiency with Microsoft Office (Excel, Word, Outlook, Teams).
• Ability to operate and troubleshoot CUTX systems.
• Strong written and verbal communication, including the ability to draft routine correspondence and explain CUTX policies clearly.
• Strong problem-solving and analytical skills, including the ability to define problems, collect data, establish facts, and draw valid conclusions.
• Strong attention to detail and ability to manage multiple tasks in a fast-paced, changing environment with minimal supervision.
• Ability to work effectively with diverse groups across all levels of the organization and to develop member relationships supporting cross-sell.

Benefits

Commensurate with experience.

Pay

TBD

Schedule

TBD