Lending Assistant

Join the energized team at Kinetic Credit Union!!

Our benefits package is very competitive and is designed to meet the needs of employees and their dependents. Employees are provided with a benefit package that includes paid time off; 11 paid holidays; group insurance such as medical, dental, vision, FSA, life, dependent life and long-term disability; and a 401(k)-retirement plan with matching company contributions.

Job Title: Lending Assistant

Report To: Lending Manager/EVP/CSLO/President-CEO

Location: In-person at the 13th St Branch

Hours: 8:30am -5pm

General Purpose

Provides a wide variety of general clerical and administrative support; operates a personal computer for the processing and analysis of data and preparation of business and technical reports.

Essential Duties/Responsibilities

• Provides the highest level of personal financial service to each member in a courteous, professional and confidential manner consistent with all policies, procedures, laws and regulations.
• Types correspondence and reports from rough drafts. Communicates information to staff on behalf of the Lending Manager and EVP/CSLO.
• Operates general office equipment such as a photocopier, fax machine, calculator, scanner, or other similar machines.
• Provides back up administrative duties to Lending Manager and EVP/CSLO.
• Compiles data for end of month Loan Committee Report to Board.
• Completes monitoring of assigned GRO reports and quality control duties.
• Processes GAP, IWS contracts, and remittances, and monthly reports.
• Processes GAP claims, and cancels any warranties sold on the auto totaled for these claims prior to filing GAP; ensuring required documentation are received from the members, payment services, insurance companies, and our database and forwards paperwork to vendor for claim processing.
• Maintains files, keeps records, compiles and checks reports, searches and investigates information contained in files.
• Check processing for vehicle related receivables.
• Assures that assigned projects are completed in a timely and efficient manner by compiling information and preparing for presentation.
• Serves as a backup for processing in all Lending departments.
• Ensure information security protocol at all times; properly securing documentation as required.
• Attend annual training on BSA/AML to remain current on any changes to these policies and procedures and remain compliant
• Responsible for completing Information Security Awareness training as directed by management.
• Responsible for complying with GLBA, Safe Act, Regs B, D, E, CC, Z and other regulatory requirements
• Participates in the Community Involvement goals of the credit union.

Additional Duties/Responsibilities

• Assists in maintaining credit union office records using established procedures.
• Responsible for maintaining a current Learning Action Plan in conjunction with the Performance Management System.
• Performs additional duties as directed by management.

• This position requires a high school diploma or the equivalent, and a commensurate level of language, math and reasoning skills.
• Training in or experience using various word processing, spreadsheet, database management and presentation software programs is also required.
• In addition, one year of relevant work experience is preferred.
• Formal training should be supplemented with appropriate continuing education.

Supervisory Responsibilities

None.

Work Environment/Physical Activities

• Required to walk, reach, stoop or kneel, or to lift and move up to 10 pounds.
• The ability to read small print and color vision may also be required.
• The job calls for a high degree of mental concentration to interpret and act upon a wide range of situations.
• The job requires a degree of attention to details.
• Job requires access to credit union’s network and core data processing system. Core system roles are assigned by Divisional Vice President.