Loan Support Specialist

Peak Credit Union

Loan Support Specialist providing comprehensive member support throughout the loan life cycle. Ensuring compliance and operational efficiency in line with credit union functions.

Posted 5/9/2026full-timeRemote • Oregon, Washington • 🇺🇸 United StatesMid-LevelSenior💰 $23 - $34 per hourWebsite

About the role

Key responsibilities & impact

This position is responsible for delivering comprehensive administrative and member support throughout the entire loan life cycle, ensuring seamless service at every stage.
Assists credit union departments and members with expert knowledge of loan products, core credit union functions, policies, procedures, and compliance with state and federal regulations.
Plays a critical role in the loan life cycle in driving operational efficiency and member satisfaction.
Takes action to address both direct and indirect credit disputes by reviewing and validating data, such as the Metro 2 file, core and collection software to ensure loans are accurately reported.
Oversees loan modifications, reconstructions, payment reversals, and payment processing with advanced expertise in the core system.
Communicates clearly and effectively with members and frontline employees, providing transparent explanations and support to maintain smooth loan servicing operations and enhance overall member experience.
Manages insurance functions, including CPI for consumer and commercial loans, GAP, PPP, Letters of Guarantee, and storage requests.
Collaborates with insurance carriers and dealerships throughout the insurance claim process to ensure efficient and accurate claims resolution.
Handles escalated member situations with professionalism, clear communication, and a focus on mitigating risks to the credit union, ensuring timely and effective solutions while maintaining positive member relationships.
Manages the charge-off process by preparing loans and shares for transfer to a third-party collection agency, ensuring accuracy and compliance throughout.
Builds and maintains a collaborative relationship with the agency, supplying essential documentation to support legal actions and judgment proceedings.
Oversees the addition of collection-related expenses, ensuring all charges are applied correctly and do not compromise the integrity of the loan’s structure.
Handles recoveries and updates ChexSystems records when accounts are paid in full, ensuring accurate reporting and resolution.
Identifies and resolves systemic core errors to maintain data integrity and ensure smooth operations.
Manages reporting and general ledger (GL) processes, addressing discrepancies to mitigate potential risks timely.
Audits enterprise content management systems, including loan terms to ensure accuracy and maintain documentation integrity.
Regularly reviews daily, weekly, and monthly reports, detecting inaccuracies and implementing corrective actions to ensure accuracy of member loans and reduce future risk.
Responds to Loan Support hotline inquiries from frontline staff and members, as well as requests via email, ticketing systems, and instant messages.
Leverages expert knowledge of the core system and loan products to effectively navigate complex transactions and handle escalated situations, providing accurate, timely, and professional support.
Handles the processing of payoff checks from insurance companies, dealerships, and title companies, ensuring vehicle titles are accurately released to the appropriate recipients.

Requirements

What you’ll need

Minimum three (3) years financial institution experience preferred.
Highly skilled at identifying, troubleshooting, and resolving complex transactions while ensuring accuracy and efficiency.
Knowledge of, or ability to learn, the credit union’s core and ancillary systems to perform the job, such as Symitar, Loans PQ, and Tenemos systems.
Knowledge of principles and processes for providing member services; including member needs assessment, meeting service standards and evaluation of member satisfaction.
Knowledge and skill of a variety of office administration systems, business communications and software programs.
Knowledge of, or ability to learn federal, state and local laws, statutes, regulations codes and standards related to the area of responsibility.
Skilled in executing basic mathematics and basic accounting tasks.
Ability to understand loan products, loan processing procedures, and regulatory requirements.
Ability to suggest programs and processes to improve efficiencies.
Keeping current with industry and regulatory changes and trends.
Ability to handle sensitive member information securely, maintaining strict confidentiality.
Strong communication and interpersonal skills to effectively assist members with loan inquiries, issues, and information.
Use sound judgment to resolve member issues or escalate them appropriately to ensure member satisfaction.
Ability to manage multiple loan files simultaneously and meet deadlines in a fast-paced environment.
Proficient in inputting and managing data accurately in loan processing software.
Ability to prepare and review loan documents, ensuring all necessary paperwork is completed and compliant with regulations.
Ability to analyze loan details, recognize potential risks, and offer solutions to minimize issues during the loan process.

Benefits

Comp & perks

We provide an additional $2.00 per hour bilingual differential for those employees who can support our members' financial needs effectively in a second language; subject to verification of strong grasp of financial terms utilizing language skillset.
Compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer of employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role.
Medical, Dental, and Vision insurance to be paid at a 100% by company for employee only coverage.
Health Care FSA (HCFSA)
Health Savings Account (HSA) with employer contributions
Dependent Care FSA (DCFSA)
Life and AD&D insurance
401k plan
Full-Time Regular employees accrue 8 hours of vacation and 8 hours of sick leave, on a monthly basis.
11 paid holidays throughout the calendar year
1 floating holiday
16 hours of self-care time
16 hours of volunteer time

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

loan processingdata validationreportingaccountingmathematicsdata managementloan modificationspayment processingrisk analysiscompliance

Soft Skills

communicationinterpersonal skillsproblem-solvingjudgmentcollaborationmember serviceconfidentialitytime managementattention to detailcustomer satisfaction