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Job description
Retail Loan Servicing Specialist
If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place!
Summary of Role:
The Retail Loan Servicing Specialist performs all required transactions and functions in researching, analyzing, and completing member service requests relative to all consumer loans serviced by Broadview Federal Credit Union.
Essential Job Functions/Responsibilities:
Process service requests through DNA Activity Manager, including but not limited to loan corrections/reversals, research, waive charges, subordination agreements, release of premise, loan closure, Home Equity payoff letters, Mortgage Servicing specific requests
Respond to incoming calls from members and from within the organization.
Manage the Retail Loan Servicing email inbox and all incoming requests including but not limited to DocuSign requests for frequency changes, general inquiries, skip a pay program processing,
Processing payments and payoffs for all consumer loan products received daily and ensuring the subsequent Home Equity discharge and satisfaction process is completed within 30 days
Review and make all necessary corrections to consumer loan accounts using daily, weekly and monthly reports including but not limited to zero balance, loan payment recalculations, Equity Access Sweep, Scheduled Allotments, Past Maturity, Home Equity Discharge, Unapplied Loan Balances, Paid Ahead Loans, 0% Interest Rate, Payoff Tolerance
Monthly Statement, Notice and Home Equity End of Draw Letters Review
Annual Portfolio Reviews for but not limited to, Home Equities, Personal Lines of Credit, Student Loans, Tax Forms
All functions related to Home Equity discharges including but not limited to Loan Payoff Report, Draw to Repay Minor Report, Discharge Mortgages and CEMA's, County Clerk Corrections, manage extensive mail merge systems
DNA Release Testing as directed
Perform other duties as may be assigned by Management
Minimum Job Qualifications:
High School Diploma or General Equivalency Degree (G.E.D.)
Minimum of 1 -2 years' experience in mortgage or retail loan servicing, or equivalent combinations of education and experience.
Proficient with Microsoft Office products, including Outlook, Word, and Excel.
Detailed knowledge of all related internal programs and applications.
High level of accuracy, decision making, and focus required
Starting Compensation: $20.68 - 24.82/hr., plus a competitive benefits package
Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other status protected by applicable law.
Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at
Worksite address
albany, NY, 12237, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.