Dealer Services Representative

Credit Union Leasing of America (CULA)•Agoura Hills, CA

1d•Onsite

About The Position

The Dealer Service Representative is responsible for supporting loan origination by processing and preparing loan applications. This includes reviewing loan documentation, verifying applicant information, ensuring compliance with regulations, and facilitating the loan approval process. The ideal candidate should have strong attention to detail, excellent communication skills, and the ability to manage multiple tasks simultaneously.

Requirements

High school diploma or equivalent
Minimum of [2-3] years of experience in loan processing, mortgage lending, or a similar field preferred.
Strong understanding of lending regulations and compliance requirements.
Excellent attention to detail and organizational skills.
Strong communication and customer service skills, both written and verbal.
Ability to prioritize tasks and meet deadlines in a fast-paced environment.
Proficient in loan processing software and Microsoft Office Suite (Excel, Word, etc.).
Ability to work collaboratively within a team environment and maintain a positive, professional attitude.

Nice To Haves

Bachelor's degree in a related field preferred.

Responsibilities

Review and verify loan application documents for completeness, accuracy, and compliance with company policies and regulatory requirements.
Enter and update loan application data into the company’s loan processing system.
Collect and organize borrower documentation such as credit reports, tax returns, bank statements, and other necessary materials.
Communicate with borrowers and other parties to request missing or additional documents and clarify any discrepancies.
Ensure all loan documentation is in compliance with state and federal regulations, as well as company policies.
Work closely with underwriters to resolve any issues or additional requirements needed to approve the loan.
Track the status of loans in process, ensuring timely completion of all tasks and maintaining clear documentation of communications and actions.
Review loan files to ensure accuracy and completeness before submission for final approval.
Provide support to borrowers by answering questions related to the loan process and keeping them informed throughout the process.

Benefits

Medical, Dental, and Vision benefits
Life Insurance and Long-term disability plans
Flexible Spending Account
401K matching
Employee Stock Ownership Program in a $18.2 Billion Company, plus company matching
Wellness Programs
Metro Tap Card and Metro-link Reimbursement (for Los Angeles, CA employees only)
Career Path Opportunities
Discounts on Parks, Museums, Movie Tickets, and Attractions
Annual Flu Shot
Paid Vacations Days
Paid Sick days
Paid holidays
HGym (available in our Los Angeles, CA & Dallas, TX office)
Rental Car Discounts, Dell Member Purchase Program
UKG Wallet