Loan Clerk

POSITION TITLE: Loan Clerk

REPORTS TO: AVP of Consumer Lending

SUPERVISES: N/A

JOB STATUS: Non-Exempt

JOB GRADE 7: $16.58 - $20.72 Targeted Hourly Rate

*This position works on-site. Remote work is not available at this time.

JOB SUMMARY:

This employee is responsible for the maintenance of the files for the Credit Union. The duties include but are not limited to filing microfiche, photocopying, and typing folder labels.

All employees of State Employees Credit Union are proactive, result driven, and fully committed to the Credit Union's mission and vision. They strive to achieve the highest standards of excellence and consistently exceed the expectations established by Credit Union Management.

Duties/Responsibilities:

• Accurately sort and file all member information.

• Assist and back up to the Title Clerk.

• Type folders with name and account number for all new member loan accounts

• Obtain copies of statements per members' request.

• File all loan folders pulled throughout the day.

• Ensure that the archive records are properly stored and easily accessible.

• Ensure that all records are current.

• Check and maintain regular supplies and notify Supervisor of need to replenish supplies.

• Photocopy and archive electronic documents.

• Assist in relieving reception/telephone operator.

• Accurately perform loan account maintenance as requested by staff.

• Understand compliance issues & attends training as they relate to Loan Clerk, including, but not limited to Bank Secrecy Act; Reg P; Patriot Act.

• Performs all other assigned duties.

Required Skills/Abilities:

• Excellent verbal and written communication skills are necessary

• Strong attention to detail

• Must me a self-starter and be able to work independently

• Must be able to adapt to change

• Patience, tact, enthusiasm, and positive attitude toward the staff, Members and general public.

Education/Experience:

• Must be a graduate of an accredited high school or have the equivalent of a high school diploma (G.E.D. certificate).

General Requirements:

Must be capable to execute all terms and conditions set forth in the Employee Handbook, including but not limited to:

• Works in a safety conscious manner which ensures that safe work practices are used in order not to pose a risk to self or others in the workplace.

• Adheres to policy on Drug Free Workplace.

• Complies with company policies and procedures and local, state and federal regulations.

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.

• Must be able to lift 15 pounds at times.

• Must be able to access and navigate each department at the organization's facilities.

State Employees Credit Union offers a highly competitive benefits package

Applications must be received by Human Resources

State Employees Credit Union of New Mexico is an Equal Opportunity Employer

Equal Opportunity Employer, including disabled and veterans.