MFCU



Members First Credit Union

Job Description

Solution Specialist I

(non-exempt)

Reports to: Collections Manager

Position Overview: The primary purpose of this position is to assist Members First Credit Union to deliver on its Mission: To make a positive difference in the lives of our members and our community. To achieve this mission the position must deliver high quality service to both internal and external members.

Major Functions:

▪ Deliver on the Credit Union’s Service Promises in every service situation

▪ To assist the Solution Specialist #2 and Senior Solution Specialists with processing paperwork.

Essential Duties & Responsibilities:

• Deliver on our Service Promises in every internal and external member contact.

- I promise to treat you as an honored guest

- I promise to take responsibility for your request

- I promise to make it easy to do business with us.

- I promise to respond to your requests in a timely manner.

- I promise to identify your needs and suggest a solution that will help you achieve your financial goals.

- I promise to ensure the security of your financial information.

- I promise to show my appreciation for allowing me to serve you.

- I promise to exceed your expectations at every encounter

• Process Insurance verifications and add CPI / MPI to loans as necessary

• Process Garnishments

• Process delinquent loan notices

• Send out notices to overdrawn members

• Prepare files for scanning

• Prepare and file garnishments as directed

• Assist with answering telephones and making payment arrangements

• Document all arrangements and notes on Symitar Solutions system

• Filing of documents and folders

• Attend education and training functions as required

• Process credit insurance claims

• Perform other duties, as assigned

Education and Experience:

• Minimum high school graduate or equivalent

• Must have up to six months of similar or related experience

Interpersonal Skills:

• Courtesy, tact and diplomacy are essential elements of the job. Work involves personal contact with others both inside and outside the organizations, generally regarding routine matters for purposes of giving or obtaining information, which may require some discussion.

Other Required Skills:

• Must have legible penmanship

• Organized

• Flexible

• Ability to operate a PC and work in Microsoft WORD and Microsoft Excel

• Ability to maintain confidentiality of member and co-worker information

Physical Requirements:

▪ Ability to lift up to 25 pounds

▪ Able to sit or stand for 2-4 hours at a time

BSA Compliance:

I received training on the Bank Secrecy Act and Currency Transaction Reporting. I understand the importance of following the steps required of each of these regulations in helping to stop or prevent money laundering and identity theft. I also understand that there are severe monetary penalties for intentionally failing to follow these regulations to both myself and the credit union.

I have received and read a copy of the Bank Secrecy Act Policy, Bank Secrecy Act Procedures and the OFAC Policy from Members First Credit Union. I understand the basics of each of these documents and perform my job duties in compliance with each.

______________________________________ ______________________________________

Name Printed Signature/Date

Employee Acknowledgement:

By signing below, I acknowledge that I have:

- Received a copy of this job description and understand the requirements of this position

- Accepted the “At-Will” nature of my employment, as noted in the personnel manual and understand that this document does not constitute an employment contract

- Asked any questions I have regarding my responsibilities.

_____________________________________________________ Date: __________________

Employee Signature

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