Funding Assistant

TEKsystemsTroy, NY
4d$20 - $22Onsite

About The Position

A well‑respected Michigan credit union is looking for a Funding Assistant to support their indirect lending team. You’ll work with auto and RV dealership loan files, ensuring documents are accurate, complete, and ready for funding.

Requirements

  • 2+ years lending experience (Auto/RV preferred; mortgage or home equity also works)
  • Strong attention to detail and urgency
  • Strong Excel skills
  • Basic understanding of lending or banking terms

Responsibilities

  • Manage incoming email communication
  • Work heavily in Excel
  • Communicate with the underwriting and funding teams
  • Review and verify loan documents for accuracy and fraud prevention
  • Audit items like income verification, dealer paperwork, and loan applications
  • Enter loan data and documents into the Loan Application System
  • Prepare payoff quotes, payoff letters, and rate change agreements
  • Help manage payoff checks and daily loan pipeline reports
  • Handle ELT, UCC filings, and lien releases
  • Disburse funds to dealerships
  • Scan, sort, and enter documents into the system
  • Verify insurance, registration, and other required documentation
  • Keep communication clear between all parties

Benefits

  • Medical, dental & vision
  • Critical Illness, Accident, and Hospital
  • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
  • Life Insurance (Voluntary Life & AD&D for the employee and dependents)
  • Short and long-term disability
  • Health Spending Account (HSA)
  • Transportation benefits
  • Employee Assistance Program
  • Time Off/Leave (PTO, Vacation or Sick Leave)
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