Indirect Lending Funder I (Finance)
At Blue, we discover pathways to realize your possibilities. Primarily responsible for processing new indirect loan documents and membership applications received through our indirect dealer network; prepare and process appropriate file documentation in adherence to credit union policies, procedures, regulations, and underwriter stipulations; follow up with dealers, underwriters, or members to obtain necessary paperwork; track all documentation; and note errors for tracking purposes. In addition, this position will report any error trends to management and will assist with dealer oversight as needed.
Major Duties and Responsibilities
- Reviews incoming contract packets to confirm all necessary documentation is received and is properly completed. Updates system applications to reflect contents within dealer documents. Funds loans accurately and processes necessary file maintenance after quality control checks are satisfactorily completed.
- Responds to internal and dealer communication in a timely manner. Consistently follows up with underwriters and dealers regarding funding barriers. Conducts all communication (written, verbal, and face-to-face) with all persons (members, teammates, staff, and vendors) in a clear, kind, collaborative, and constructive manner.
- Rectifies relevant general ledgers to ensure dealerships are properly paid and internal accounts balance.
- Maintains service levels for all funding turn-times as set forth by management.
- Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Knowledge and Skills
Experience
A minimum of one year up to three years of similar or related experience, including preparatory experience.
Education/Certifications/Licenses
A high school degree or equivalent
Interpersonal Skills
Courtesy and tact are essential elements of the job. Work involves personal contact with customers and others inside and outside the organization, generally regarding fairly routine matters for the purposes of giving and obtaining information or instructions, updating or referring. Communications generally require shorter and not in-depth discussions.
FULL TIME POSITION
Starting Range: $17.59 - $19.68
Full Range: $16.75 - $25.13
ADA Requirements
Physical Requirements
Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance.
Working Conditions
Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.
Mental and/or Emotional Requirements
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.
For more information about being a Blue employee please check out these links for a glimpse at the culture and opportunities we strive to provide for our employees:
Working at Blue Video
At Blue Federal Credit Union, we don't just accept difference – we celebrate it! We are committed to providing an inclusive and welcoming environment for all our staff and members. Blue FCU is proud to be an equal opportunity workplace. We will consider applicants for this position without regard to any category protected by applicable federal, state or local law, including but not limited to race, color, religion, sex (including pregnancy), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factors. All employment decisions are made based on qualifications, merit, and business need.
Education
Preferred- High School or better
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
