Indirect Processor

Eglin Federal Credit Union • Fort Walton Beach, FL

6h • $18

About The Position

Assists members and customer dealers, providing clerical and administrative support needed to process and close indirect loans.

Requirements

• One year to three years of similar or related experience.
• A high school education or GED.
• Proficient with general office equipment, PC and ancillary software.

Responsibilities

• Reviews loan documents to ensure completeness, accuracy and compliance with existing underwriting guidelines and credit union policies.
• Performs quality control measures prior to completing loan file.
• Communicates discrepancies or errors to dealers and follows up to ensure completeness.
• Assists with research and resolution of any indirect loan related processing issues escalating to supervisor as needed.
• Ensures any required stipulations are satisfied prior to funding.
• Establishes new accounts and ensures proper disclosures are delivered.
• Support inbound dealer and member calls to strengthen positive and professional indirect relationships.
• Promote, explain and cross-sell Credit Union products and services.
• Encourage and assist members with enrollment in electronic services and refers members to Eglin Wealth Management.
• Perform other job-related duties as assigned.

What This Job Offers

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