Loan Servicing Mail Technician
Pay Range: $18.65-$22.36 Remote Eligible: Hybrid We offer a pay-for-performance compensation program including bonuses for all employees and a competitive benefits package. See https://www.cuofco.org/careers for a high-level overview of our benefits package and bonus offerings. General Purpose of the Position The Loan Servicing Mail Technician is responsible for the efficient processing of return mail, including research and resolution of mail exceptions, and the accurate management of loan servicing records. This role also involves document imaging, indexing, and ensuring compliance with record retention policies, while providing excellent service to members and internal stakeholders. Essential Duties and Responsibilities Mail Payment Processing: Review and process all incoming mail payments for the credit union, including sorting, tracking, and researching mail payments. Process and balance check transactions daily for Loan Servicing. Image and validate negotiated checks for various back-office departments. Partner with IT to support on-going maintenance of Remit Plus. Partner with Payments to support accurate Online Banking Bill Pay records. Document Imaging, Indexing and Address Reporting: Review and process all incoming return mail for the credit union, including sorting, tracking, and researching mail exceptions. Audit monthly NCOA reports to ensure automation is functioning correctly. Research and resolve issues related to returned new member packets, loan coupon books, and tax documents. Notate accounts and escalate issues to the Risk department as needed. Prepare, scan, and import loan documents, teller work, membership applications, real estate records, titles, and other credit union records into the imaging system. Ensure accurate scanning, indexing, and accessibility of all electronic documents. Perform batch/document indexing and resolve issues with unreadable documents. Records Management and Retention: Maintain and update electronic and physical loan servicing records, ensuring accuracy and compliance with retention policies. File paper records related to collateral loans. Purge files and records according to established schedules. Ensure proper storage of tax documents for required retention periods. Information Retrieval and Support: Fulfill requests for research, subpoenas, and other records. Respond to inquiries from members and credit union personnel via the ZenDesk ticketing system. Assist related departments with loan servicing record requests. Operational Efficiency and Compliance: Ensure all recording processes comply with credit union policies and procedures. Complete assigned reports and documen...