Job Description

People Helping People, that is what Sunmark Credit Union is all about!

Why join the Sunmark Squad? Sunmark is a local credit union making a big difference in our community. We strive to build financial futures through our “Good Vibes” culture. As a team member, you will find satisfaction in your career by assisting with our members finances, volunteering through our foundation team, and career growth opportunities.

Would you enjoy having high impact in the loan approval process? Our Loan Operations team is hiring!

Business Hours: (Must have availability to work within the hours listed)

Monday-Wednesday 8-5pm, Thursday & Friday 8-6pm, Saturday 9-1pm. If an employee is scheduled for a Saturday, a half or full day will be given during the week to meet the 40 hour work week schedule.

This position works fully onsite at our Latham, NY office.

Starting pay for this position is $21-22.50/hr based on experience.

The primary purpose of this position is to process and arrange for disbursal of loans and account opening through electronic means supporting our Financial Centers and Virtual Engagement Center.

• Reviews loan and new account packages to ensure all documentation is included for each specific loan and account type. Follows up with appropriate personnel or members to obtain required documentation. Coordinates the scheduling of loan closings and account opening with branch personnel.

• Responsible for the correct processing of loans and new accounts based on Sunmark guidelines and work to correct any errors with staff. Ensures that loans and accounts are handled, and documentation is sent according to current lending and account policies and regulations.
• Responsible for helping with the mailing, follow up, and disbursal of all out of area/state loan applications taken at Sunmark, with a primary focus on Virtual Engagement Center applications.

• Provides WOW service in each interaction with members. Serves members’ needs by handling any calls necessary. Makes recommendations for process improvements to increase member satisfaction.
• Generate reports as requested by management relating to application volumes, disbursals, and other information as requested.
• Provide assistance and support to the Member Service staff, including but not limited to, handling member service calls during high call volume.

Candidates should have a high school diploma/GED equivalent or higher with a minimum of 1-year related experience. Ability to have a professional and positive attitude. Strong attention to detail, computer proficiency to multitask within a busy lending center.