Job Description

OVERVIEW:

UNIFY Financial Credit Union is one of the nation’s largest 100 credit unions with a reputation for being financially sound and growth-oriented. We’re expanding rapidly to meet the needs of a growing member base. At UNIFY, our team members work together to strive toward a common goal, “providing superior service to our members.” In doing so, we promote a culture where your ideas matter, your growth matters, and you matter. We encourage all team members to challenge and encourage themselves and their teammates to work smarter and to be more successful

SUMMARY:

Provides excellent dealer, credit union, and member service when interacting with all parties to complete documentation and funding of auto loans.

RESPONSIBILITIES:

• Assists in the daily support and data processing activities associated with indirect lending.
• Assists with clerical processing and loan tracking support to Indirect Lending Team.
• Posts loan transactions, wires dealer funds, and sets-up member accounts.
• Contacts members upon loan origination confirming loan terms and conditions, and mails form letters and loan forms.
• Corresponds and communicates with dealerships to obtain all documents necessary for pending loans.
• Disburses approved loans and reviews all documentation for accuracy and completeness.
• Maintains pending loan files and provides periodic updates to Indirect Lending Team.
• Reviews quality control contracts from dealers and performs post-funding audits to ensure policies and procedures are followed.
• Communicates with dealers through phone, fax and mail regarding all Indirect Lending activities.
• Ensures full compliance with UNIFY Financial Credit Union Service Standards.
• Ensures compliance with the Bank Secrecy Act.
• Performs other duties as assigned.

QUALIFICATIONS:

• Requires a high school diploma or equivalent, with two years experience in a Lending environment, preferably in a financial institution or equivalent combination of education and experience.
• Requires the ability to communicate effectively, both verbally and in writing, with individuals and groups.
• Proficient in spreadsheet and word processing software applications

SEE THE UNIFY DIFFERENCE!

At UNIFY, we believe that each team member is a valued contributor. Through a teamwork approach, we strive to provide a positive and rewarding workplace that helps our team succeed. UNIFY provides a work environment which promotes learning, growth, and the opportunity for team members to challenge themselves.

Competitive Compensation and Excellent Benefits Package* Includes:

Medical (PPO/HMO), Prescription, Dental (PPO/DMO), Vision, Life, and Short- and Long-Term Disability Insurance Dependent and Medical Care - Flexible Spending Accounts Vacation, Sick, Personal and Holiday Pay 401(K) Plan with employer match Education reimbursement for approved programs UNIFY banking privileges for you and your family *All programs subject to review and change

UNIFY is proud to be a drug-free, EOE including disability/vets. For more information on UNIFY, visit us at www.unifyfcu.com