Indirect Specialist

AmFirst • Birmingham, AL

23h • Hybrid

About The Position

The Indirect Specialist's role is to increase the Credit Union's portfolio of loans and other financial services initiated through relationships with auto dealers and other retail businesses capable of extending the Credit Union services to members and potential members. This role involves processing and deciding indirect dealer applications, communicating loan decisions to dealerships in a timely manner, and being responsible for funding, auditing, and maintaining indirect loan contracts. The specialist will also call on area dealerships and businesses to establish and maintain indirect lending channels, promote the Credit Union's loan services, train finance personnel, and monitor the program as a liaison between the Credit Union and the dealer/retail network. The role also includes performing other job-related duties as assigned.

Requirements

• Three years to five years of similar or related experience.
• A high school education or GED.
• Excellent communication skills in order to handle dealer departments and members.
• Detail oriented in order to accurately audit loan contracts.
• Proficiency with the lending function and have a satisfactory lending record and portfolio.
• Ability to learn various software packages.
• Excellent member service skills.

Responsibilities

• Processes and decisions indirect dealer applications and communicates loan decisions to dealerships in a timely manner.
• Responsible for funding, auditing and maintaining indirect loan contracts to verify accuracy of information, compliance with policies and procedures, and adherence to America's First underwriting guidelines.
• Calls on area dealerships and businesses to establish and maintain indirect lending channels.
• Promotes use of Credit Union's loan service and other financial services among dealer/retail network.
• Trains finance personnel at dealerships and staff within the credit union to ensure everyone is knowledgeable about the program requirements and procedures.
• Monitors program and acts as liaison between the Credit Union and dealer/retail network.
• Performs other job related duties as assigned.

What This Job Offers

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