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Fortera Credit Union


Consumer Loans Servicing Specialist

Consumer Lending

Clarksville, TN
ID: 556-064



Provides quality service while supporting internal and external members in a wide array of general functions for Consumer Loan Servicing. Responsible for upholding and abiding by Fortera’s core values and service expectations.



  • Provides administrative and loan servicing for existing Consumer Loans to include but not limited to the following.
  • Assists internal members over the phone with basic loan inquiries, and loan policy and procedure clarifications.
  • Receives and processes consumer loan servicing requests.
  • Processes basic loan adjustments, re-amortization (calculations), payment changes/adjustments, and loan extension requests.
  • Processes miscellaneous requests to include: mail requests, LOC closure requests, Letters of Guarantee, and Payoffs
  • Manages and completes, when possible, all Synapsis tickets to ensure items are being reported, tracked and resolved properly.
  • Completes Payment Reversals and basic adjustments.
  • Works weekly/monthly reports to ensure accounts are accurate and up to date.
  • Ensures lien placement on vehicle loans utilizing the lien placement website. Manages open tickets and incomplete information.
  • Handles routine and confidential member correspondence and other departmental administrative needs.
  • Effectively communicates with team members, team leaders, external vendors and members by phone, in person, or through written correspondence.
  • Interacts effectively with all levels of management while maintaining strict confidentiality.
  • Attends and participates in all required trainings, meetings and committees.
  • Participates in community and civic events to promote awareness of the Credit Union in the community.
  • Satisfactorily completes all required compliance training and complies with all regulations which apply within the scope of the position to include Bank Secrecy Act compliance.
  • Performs duties with minimal direction.
  • Regular and predictable attendance.
  • Performs other duties as required or assigned by management.
  • Ensures work area is clean, secure and well-maintained.         



  • Maintains a less than 1% missing lien ratio.
  • Good working relationships and coordination exist with all credit union personnel.
  • Required reports and records are accurate, complete, and timely. Deadlines are met.
  • Meet individual and team goals as assigned.
  • Fortera core values are satisfactorily demonstrated.


Special Note: Fortera Federal Credit Union is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to age, sex, race, color, national origin, disability, pregnancy genetic information, religious preference, protected veteran status, sexual orientation, gender identity or any other trait protected by state or federal law.

Please be advised, visa sponsorship is not available for this position.

Required Skills

  • Accurately assesses the cultural environment, exhibiting emotional intelligence and appropriate sensitivity while maintaining individuality and authenticity.
  • Strong interpersonal, member service, and oral and written communication skills.
  • Able to work in a cooperative manner with others. Maintains a positive, upbeat attitude.                                                
  • Strong organization, attention-to-detail, and time management skills.
  • Able to work independently, as a team and manage and move multiple streams of work forward simultaneously in a fast-paced environment.
  • Able to meet deadlines and maintain an effective and efficient workflow.
  • Ability to write clear emails and member correspondence. High attention-to-detail in all written material.
  • Able to work well under pressure while always promoting a professional image of the credit union.
  • Able to use PC, related software applications and standard office equipment.
  • Professional dress, appearance and attitude.
  • Regular and predictable attendance.




Finger Dexterity:                           

  • Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.



  • Using fingers and palm on an object.



  • Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly or quickly.


Average Hearing:                           

  • Able to hear average or normal conversations and receive ordinary information.

Repetitive Motion:

  • Movements frequently and regularly required using the wrists, hands, and/or fingers.


Average Visual Abilities:      

  • Average, ordinary visual acuity necessary to prepare or inspect documents or products, or operate machinery.


Physical Strength:                       

  • Sedentary work; sitting most of the time.  Exerts up to 10 lbs. of force occasionally.  (Almost all office jobs.)





  • No hazardous or significantly unpleasant conditions (such as in a typical office).
  • Frequent local travel.                                




Reasoning Ability:                         

  • Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables.


Mathematics Ability:                   

  • Ability to perform very basic math skills including adding, subtracting, multiplying, and dividing two-digit numbers; the four basic arithmetic operations with money; and operations with units such as inch, foot, yard, ounce, and pound (or their metric counterparts).


Language Ability:                          

  • Ability to use passive vocabulary of 5-6,000 words; to read at a slow rate; define unfamiliar words in dictionaries for meaning, spelling, and pronunciation.
  • Ability to write complex sentences, using proper punctuation, adjectives, and adverbs.
  • Ability to communicate in complex sentences; using normal word order with present and past tenses; using a good vocabulary.

Required Experience


  • High school diploma or equivalent; some college or administrative training preferred.


REQUIRED KNOWLEDGE:                  

  • Basic knowledge of loan products.
  • Understanding of document formats, spreadsheets, and Loan communications.
  • Proficiency in MS Office Suite.
  • Understanding on commercial loan terminology preferred.


EXPERIENCE REQUIRED:                   

  • One to three years of financial institution experience.