Indirect Loan Processor I
Summary
The Indirect Loan Processor I is in charge of auditing funding packets submitted by the dealership and verifies all needed paperwork and signatures are accurate. The position also books member purchased loans and completes proper account maintenance.
Essential Functions
- Audit funding packets submitting by dealer, verify all needed paperwork and signatures are present and accurate.
- Notify dealership if items are missing and follow up as needed.
- Book member purchased loans and complete proper account maintenance.
- Credit and debit the assigned regional account and general ledger.
- Prepare daily file of loans funded by dealership and forward to ACH for disbursement of funds. Notify dealers of the amount to be disbursed.
- Submit finalized documents for imaging.
- Verify account coupons and statements are being distributed. Follow up as needed.
- Prepare letters to ensure compliance regarding loan decisions.
Key Attributes
- Oral and written communication skills.
- Member service focus.
- Attention to detail and accuracy.
- Positive attitude that supports a team environment.
- Dependable and punctual; flexible during peak times.
- High level of confidentiality.
- Organizational skills.
- Self-motivated; ability to work without close supervision.
- Problem solving; analysis.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job:- Occasionally lift and/or move items over 10 pounds.
- Remain sedentary (seated) for extended periods of time.
Working Conditions
This job operates in a professional office environment and routinely uses standard office equipment.
Travel
Limited travel expected.
Required Education And Experience
- High School Diploma.
- 6+ months of job-related work experience.
Other Duties
Veridian Credit Union is a PCI compliant financial institution to ensure the security of member information. As such, all employees are expected to ensure security measures are in place and adhered to regarding PCI and other highly secure data compliance requirements.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
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