Indirect Funding Specialist

Rogue Credit Union • Medford, OR

11d

About The Position

The Indirect Loan Funding Specialist is responsible for processing all indirect loan/lease contracts received from the credit union's dealer partners and Third-Party Lending vendors, ensuring accuracy and completeness of each contract packet. This role demands a high level of accuracy and attention to detail. The specialist provides comprehensive support to dealer partners, Third-Party Lending vendors, and internal team members. Additionally, the specialist serves as a knowledgeable resource on the loan origination system, policies, regulations, procedures, practices, products, services, and related questions.

Requirements

• One to three years of similar or related experience.
• A high school education or GED.
• Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
• Accuracy and attention to detail are critical.
• Ability to prioritize and multitask.
• Strong verbal and written communication skills.
• Resourcefulness in solving problems and providing solutions.
• Strong computer skills with Word, Excel, Outlook and other relevant software.

Responsibilities

• Exhibits expertise in all areas related to funding contracts and preparing loan/lease documents for indirect dealer partners and Third-Party Lending vendors. Ensures each loan packet is prepared and processed in a timely manner with the highest level of accuracy. Finalizes the application in the loan originating system and disperses loan proceeds to the dealership or Third-Party Lender.
• Provides assistance to dealer partners and Third-Party Lending vendors through a variety of communication channels (i.e. phone, email, fax, loan origination system, etc.). Utilizes problem-solving and decision-making skills to ensure vendors, dealers, front-line staff and members are provided with exceptional service.
• Supports and assists with the other advanced functions of the Lending Services Department, which is not limited to title processing, branch lending support, quality control etc.
• Proactively performs other duties as needed or assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED