Indirect Processor
About The Position
Assists members and customer dealers, providing clerical and administrative support needed to process and close indirect loans. Essential Functions & Responsibilities: Reviews loan documents to ensure completeness, accuracy and compliance with existing underwriting guidelines and credit union policies. Performs quality control measures prior to completing loan file. Communicates discrepancies or errors to dealers and follows up to ensure completeness. Assists with research and resolution of any indirect loan related processing issues escalating to supervisor as needed. Ensures any required stipulations are satisfied prior to funding. Establishes new accounts and ensures proper disclosures are delivered. Support inbound dealer and member calls to strengthen positive and professional indirect relationships. Promote, explain and cross-sell Credit Union products and services. Encourage and assist members with enrollment in electronic services and refers members to Eglin Wealth Management. Perform other job-related duties as assigned.
Requirements
- One year to three years of similar or related experience.
- A high school education or GED.
- Proficient with general office equipment, PC and ancillary software.
Responsibilities
- Reviews loan documents to ensure completeness, accuracy and compliance with existing underwriting guidelines and credit union policies.
- Performs quality control measures prior to completing loan file.
- Communicates discrepancies or errors to dealers and follows up to ensure completeness.
- Assists with research and resolution of any indirect loan related processing issues escalating to supervisor as needed.
- Ensures any required stipulations are satisfied prior to funding.
- Establishes new accounts and ensures proper disclosures are delivered.
- Support inbound dealer and member calls to strengthen positive and professional indirect relationships.
- Promote, explain and cross-sell Credit Union products and services.
- Encourage and assist members with enrollment in electronic services and refers members to Eglin Wealth Management.
- Perform other job-related duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
