Indirect Funding Representative

Everwise Credit Union; South Bend (IN); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Equal Opportunity Employer

Job summary

Everwise Credit Union in South Bend, IN is seeking an Indirect Funding Representative to manage and finalize the loan funding process for indirect auto loans after approval, handling data entry, document review, and disbursement.

You will verify documents, ensure compliance, work with dealerships, and maintain accurate records using Everwise systems; strong attention to detail and MS Office proficiency required.

Qualifications

• High School Diploma or GED required.
• 2+ years of financial services or loan processing experience preferred.
• Excellent communication and relationship-building skills.
• Ability to work under pressure in a team environment.
• Strong organizational and time management skills.
• Analytical skills for reviewing financial data and attention to detail.
• Proficient in MS Office Suite (MS Teams, Outlook, Word, Excel).
• Knowledge of lending regulations and compliance requirements.

Responsibilities

• Accurately performs data entry and processing of Indirect loan packages within a reasonable time frame to ensure all contracts are received and funded without delay.
• Assists in gathering information, preparation of loan applications and other documents.
• Performs clerical support duties to execute retail installment sales contracts with minimal errors.
• Review and evaluate applications submitted to ensure accuracy and completeness.
• Follow up on missing or pending documentation, working closely with dealerships and Indirect personnel to clarify any missing information as needed.
• Ensure all loan documents received are complete, accurate and comply with regulatory and Everwise guidelines.
• Verify loan conditions are met before authorizing the loan disbursement to the dealership.
• Accurately enter loan details into Everwise systems and maintain record keeping guidelines.
• Assumes additional responsibilities as necessary for the growth and advancement of the credit union.

Skills

Strong communication

Relationship building

Work under pressure

Organization & time management

Attention to detail

Analytical skills

MS Office proficiency

Education

High School Diploma or GED

Tools

MS Teams

Outlook

Word

Excel

Job description

Job Description:

Position Summary:

The Indirect Funding Representative will manage and finalize the loan funding process for indirect auto loans after the loan has been approved. The incumbent performs clerical support duties necessary to execute retail installment loan contracts received from the participating dealers that include data entry and verification of loans across multiple programs to calculate and disburse dealer funds.

Primary Responsibilities & Duties:

• Accurately performs data entry and processing of Indirect loan packages within a reasonable time frame to ensure all contracts are received and funded without delay.
• Assists in gathering information, preparation of loan applications and other documents.
• Performs clerical support duties to execute retail installment sales contracts with minimal errors.
• Review and evaluate applications submitted to ensure accuracy and completeness.
• Follow up on missing or pending documentation, working closely with dealerships and Indirect personnel to clarify any missing information as needed.
• Ensure all loan documents received are complete, accurate and comply with regulatory and Everwise guidelines.
• Verify loan conditions are met before authorizing the loan disbursement to the dealership.
• Accurately enter loan details into Everwise systems and maintain record keeping guidelines.
• Assumes additional responsibilities as necessary for the growth and advancement of the credit union.

Knowledge/ Skills:

• Excellent communication and relationship building skills
• Ability to work under pressure in a team environment.
• Good organizational and time management skills.
• Strong analytical skills for reviewing financial data and attention to detail.
• Proficient in MS Office Suite (MS Teams, Outlook, Word, Excel).
• Knowledge of lending regulations and compliance requirements.

Minimum Requirements:

• High School Diploma or GED required.
• 2+ years of financial services or loan processing experience preferred.

Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.