Indirect Funding Representative

EVERWISE CREDIT UNION; United States; On-site; USD 42,000 - 54,000; Full time

Job summary

Everwise Credit Union is seeking an Indirect Funding Representative to manage and finalize the loan funding process for indirect auto loans, including data entry and verification across programs to calculate and disburse dealer funds.

The role requires strong communication, accuracy, and familiarity with lending regulations, with responsibilities spanning document gathering, contract processing, and ensuring compliance before disbursement.

Qualifications

• High School Diploma or GED required; 2+ years in financial services or loan processing preferred.
• Excellent communication and relationship-building skills.
• Proficient in MS Office and knowledge of lending regulations.

Responsibilities

• Process and fund indirect auto loan packages with accuracy and timeliness.
• Coordinate with dealerships to gather missing documents.
• Review loan applications for completeness and regulatory compliance.
• Enter loan details into Everwise systems and maintain records.
• Verify conditions before loan disbursement to dealerships.

Skills

Communication skills

Teamwork under pressure

Organizational skills

Analytical skills

MS Office Suite

Lending compliance

Education

High School Diploma or GED

2+ years loan processing

Tools

MS Teams

Outlook

Word

Excel

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. Welcome to Everwise Credit Union Careers! Everwise Credit Union puts people's needs first, so no matter your story or your money savvy, we meet you where you are and equip you with the confidence and tools you need to get ahead-wherever you're going. Originally founded as Teachers Credit Union, helping people understand and manage their financial future has always been central to what we do, even as we've expanded our community beyond teachers. Today, we serve more than 300,000 members across nearly 60 locations in the heart of the Midwest. Through personalized resources, services, tools and unparalleled access to innovative technology, we help everyone-teenagers to retirees, business leaders to the under-served-feel more in control of their money and their future. With every interaction, we seek to fulfill our purpose of helping people grow into their dreams. Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.