Description
Follows specific guidelines and procedures to prepare, examine, and fund loan documents within the Indirect Lending Department. Provide Customer Service to internal and external customers.
LOCATION
Mountain America Center - Hybrid:
9800 S Monroe St
Sandy, UT 84070
SCHEDULE
Full Time
To be effective, an individual must be able to perform each job duty successfully:
- Successfully and accurately processes an average of 7% – 9.4% of the total applications received by the department per day while maintaining a 75% assigned book to application ratio.
- Communicate with Dealerships, members and potential members to obtain the information necessary to complete and fund the application.
- Works closely with the Indirect Loan Officers, when contracts do not match approval, in order to ensure complete and accurate funding of loans.
- Ensures timely, accurate funding on loans and maintains a fiduciary responsibility to the credit union when funding loans to dealers.
- Audits dealer loan applications for accuracy.
- Comply with all regulations as required by law as it relates to this position.
- Provides timely wire transfers for funding, when necessary.
- Balance teller totals at the end of the day.
- Ability to manage own time to meet daily and monthly goals.
- Provide quality service (AAA) to members, potential members and dealers when answering the telephone and greeting visitors to ensure quality service to members and employees.
- Make and return phone calls as required.
- Complete annual corporate online training
- Performs other duties as required.
KNOWLEDGE, SKILLS, and ABILITIES
The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential job functions.
Experience
One to three years of similar or related experience is helpful but not necessary.
Education
High School Diploma or equivalent.
~
Licenses, Certificates, Registrations
n/a
Computer/Office Equipment Skills
Type a minimum of 35 words per minute. Basic computer operating skills (windows navigation, mouse/keyboard functionality) Intermediate to advanced level skill for Microsoft Office (Outlook, Word, PowerPoint, Excel).
Managerial Responsibility
No supervisory/managerial responsibilities.
Interpersonal Skills
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.
Language Skills
Must have the ability to read, understand and carry out instructions in English in written and oral form.
Other Skills and Abilities
Excellent communication and telephone skills, data entry experience, attention to detail, knowledge and ability to use the internet, other computer software applications and various office equipment.
PHYSICAL ABILITIES / WORKING CONDITIONS
Physical Demands
Ability to talk, hear, use hands to handle or feel and reach with hands and arms consistently.
Vision Requirements
Close vision (clear vision at 20 inches or less) Distance Vision (clear vision at 20 feet or more).
Environmental
There are no unusual environmental factors.
Noise Environment
Moderate noise (business office with computers and printers, light traffic).
***This Job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person.***
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