Contract Indirect Funding Specialist

Beacon Hill; Austin (TX); On-site; USD 30,307 - 34,440; Full time

Job summary

Beacon Hill, located in North Austin, TX, is seeking an Indirect Funding Specialist to support indirect lending. This individual will handle loan stipulation reviews, funding support, and documentation quality control, ensuring accuracy and compliance in the lending process.

The role requires strong communication skills and the ability to manage confidential information. This position is a 4-month contract, fully onsite, with a schedule of Monday to Friday, from 8:00 AM to 4:00 PM, offering competitive hourly compensation.

Qualifications

• High School Diploma or equivalent required.
• Minimum of 1 year of experience in indirect lending, dealer relationship management, or loan funding.
• Proficiency with Microsoft Word and Excel.
• Knowledge of legal requirements for consumer loan documentation.
• Ability to handle confidential material ethically.
• Professional communication style with strong member and dealer service orientation.
• Proficiency with CUDL and Lend Pro origination systems.

Responsibilities

• Facilitate loan closings with dealer partners and vendors across multiple indirect lending products.
• Perform quality control reviews of loan documentation.
• Balance and reconcile general ledgers for indirect lending monthly.
• Identify red flags in loan documentation and escalate fraud concerns.
• Serve as primary contact for dealerships regarding loan processing.
• Maintain strong dealer, vendor, and member relationships.

Job description

Our client, a leading credit union located in North Austin, TX, is seeking an Indirect Funding Specialist to support the indirect lending channel through loan stipulation review, funding support, and documentation quality control. This individual will work closely with dealers, vendors, and members to ensure loans are funded accurately, approval conditions are satisfied, and compliance requirements are met. They will also help strengthen partner relationships and contribute to a smooth and efficient loan closing process. This is a 4 month contract that is fully onsite. The schedule is Monday - Friday, fully onsite from 8:00-4:00. Compensation is between 22hr-25hr depending on experience.

Job Responsibilities

• Facilitate loan closings with dealer partners and vendors across multiple indirect lending products while ensuring documents are accurate and compliant.
• Perform quality control reviews of loan documentation and verify that all required disclosures have been executed.
• Balance and reconcile general ledgers for indirect lending on a monthly basis.
• Identify red flags in loan documentation and escalate or resolve potential fraud concerns.
• Serve as a primary contact for dealerships regarding loan processing, funding, and issue resolution in a high-volume environment.
• Maintain strong dealer, vendor, and member relationships to positively represent the credit union.

Qualifications

• High School Diploma or equivalent required.
• Minimum of 1 year of experience in indirect lending, dealer relationship management, or loan funding.
• Proficiency with Microsoft Word and Excel.
• Knowledge of legal requirements for consumer loan documentation, including power of attorney forms for collateralized loans.
• Ability to handle confidential material in a highly ethical manner.
• Professional, personable, and friendly communication style with strong member and dealer service orientation.
• Proficiency with CUDL and Lend Pro origination systems.
• Preferred experience includes credit union or financial institution background, Symitar, core processing systems, established dealer relationships, and ACH/general ledger reconciliation.

Equal Opportunity Employer

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.