Integris Credit Union

Financial Services Support 1

Integris Credit Union  •  $23.66/hr  •  Prince George, CA (Onsite)  •  3 months ago
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Job Description

Integris, a Division of Coastal Community Credit Union is currently searching for an individual to fill the role for a part-time, Monday to Thursday, temporary one-year term, Financial Services Support 1 (FSS1) in the Integris corporate office in Prince George. For this position, we are looking for someone that has strong knowledge in Integris products and services, and a demonstrated proficiency in applicable software (T24 or subsidiary equivalent).

Doing More Together!

More than just administration, this role includes an ongoing commitment to developing relationships with internal members (FSO/FSR etc) to help them support our external members. This support occurs through processing loan files, performing searches, answering phone inquiries plus a variety of other administrative duties.

Salary Range: $20.17 to $23.66 per hour

The posted salary range is designed to reflect a broad career band, encompassing a variety of roles within our organization and serves as a general guideline. Your final compensation will be tailored to your unique skills, experience, and the responsibilities of the role.

Total Rewards: We provide employees with a comprehensive compensation package beyond the base salary, including:

  • Employer paid pension plan
  • Generous paid time off options to foster work-life-family balance
  • Extended health & dental benefits
  • Short-term and long-term disability insurance
  • Time off for Volunteering
  • Vision Care

The Ideal candidate will have:

Loan & Mortgage Administration:

  • Completes personal loan administration in the following areas:
    • Filing.
    • Loan payoff completion.
    • Various computer searches and registration.
    • Loan and LOC mastering and disbursement under guidance.
    • PPSA Register.
    • Mortgage P/O requests including penalty calculation under guidance.
    • Understands when to place follow up tasks for compliance.
    • Mortgage Mastering and Disbursement with guidance.
    • Completes Mortgage Renewals with guidance.
  • Responsible for the ongoing administration of loan files
    • Checks to see if file documentation and security is compliant with I & L policy and in-branch lending policies.

Member Servicing:

  • Responds to telephone inquiries or external requests (notaries, lawyers, realtors) regarding outstanding loan balances, bank confirmations, etc. Either provides information requested or refers to appropriate person for more detailed information.
  • Complete basic member and account maintenance (i.e., address changes, name changes, documents sign-offs). Note: includes Banking System updates.

Products & Services:

  • Basic knowledge of all insurance products

Knowledge & Application:

  • Develops basic, general knowledge of CU retail lending products & services.
  • Develops familiarity of basic CU products & services.

Compliance & Regulatory Requirements

  • Can review the I&L policy in the completion of duties.
  • Utilizes Lending Procedure Manual to ensure adherence.
  • Utilizes step-by-step to perform tasks to ensure items are processed correctly.
  • Utilizes FSS Procedure Manual to understand risk.

Support & Back-Up:

  • Pre-authorized transfers – either provides technical assistance & direction to MSRs and/or
    completes, processes & files Note: May be centralized.
  • On a centralized basis, posts collection items for all business units Note: Not required by all FSS
    positions.
  • Provides FSO basic support e.g. insurance refunds, searches, set up of tax payments.
  • May provide collections officer support such as:
    • Posting collections, write-offs, bill payments, regular payments, and lawyer fees.
  • Assist in the maintenance and appearance of the branch and branch surroundings.
    • Completes Deemed rate sheets with support and guidance

Leadership & Teamwork:

  • Contributes as a member of the FSS team.

Technical Knowledge & Application

  • Knowledge of T24 System
  • Basic Knowledge of LOS
  • Outlook
  • BC On-line; City of PG/LTSA/BC Registry
  • Basic MS Word and Excel
  • Basic knowledge of CRI/CPL Connect
  • Basic knowledge of AtSource

The deadline for this position is until filled

Integris Credit Union

About Integris Credit Union

Integris.

We didn’t just show up here, we grew up here, bringing quality banking, insurance and financial planning to everyone who calls this place home. It might feel a little different. That’s because out here, different is how it’s done.

We’re a financial cooperative. Here when our friends need us – investing in one another – to make our communities the very best they can be.

We make promises and we keep them. That’s how we do things in Integris Country - that’s Life Out Here™.

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Check out our website (www.integriscu.ca) for more info about Integris Credit Union, Integris Insurance Services Ltd. and Integris Financial Planning Services Ltd.

http://www.youtube.com/watch?v=mhhmQ3XJl3o

http://www.youtube.com/watch?v=-CCC92Tuewk

Industry
Finance & Insurance
Company Size
51-200 employees
Headquarters
Prince George, CA
Year Founded
1946
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