Indirect Loan Funding Specialist

ICCU; Montevallo (AL); On-site; USD 38,000 - 56,000; Full time

Benefits offered by this job

Competitive Pay

Paid Time Off

Paid Holidays

401K & Pension

Tuition Reimbursement

Employee Assistance

Wellness Program

Life and Disability Insurance

Awesome Culture

Business Discounts

Job summary

ICCU in Alabama seeks a Loan Processor to handle dealer applications and funding of loans within policy guidelines. You will verify income, ensure contract accuracy, and file documents while maintaining confidentiality and professional communication with dealership staff.

The role requires strong math skills, attention to detail, and proficiency with Word/Excel. Daily tasks include loan processing, record keeping, and collaboration with branches."

Qualifications

• Ability to cope with pressured situations.
• Knowledge of general lending policies.
• Understands Credit Union goals and objectives.
• Ability in math, 10 key, and computer.
• Ability to complete work accurately with minimal supervision.
• Must be detail oriented.
• Ability to maintain confidentiality of Credit Union and member records.
• Excellent communication and people skills.

Responsibilities

• Prepare, Fund and merge loans.
• Perform employment and income verifications, ensure accuracy of loan contracts and make decisions within limits.
• File and organize all incoming and outgoing documents (Signature cards, applications, contracts).
• Maintain returned mail.
• Review stipulations on loans (Proof of Residency, Proof of Paid Collection, etc.).
• Assist in month-end balancing and report preparation.
• Participate in department and credit union projects related to indirect funder duties.
• Assist dealership personnel in completing loans with correct information.
• Communicate with dealership personnel to build relationships.
• Call and visit dealers to address issues and build trust.
• Review incoming contracts to verify information complies with checklist.
• Daily record keeping on incoming loans and allocations to branches/departments.
• Utilize Word and Excel to write proposals and develop department spreadsheets.
• Assist branch staff with member funding questions.
• Maintain continual education through Green Team University.
• Other duties as assigned.

Skills

Detail oriented

Communication

People skills

Excel

Word

10-key

Math

Computers

Tools

Word

Excel

Job description

ICCU in Alabama seeks a Loan Processor to handle dealer applications and funding of loans within policy guidelines. You will verify income, ensure contract accuracy, and file documents while maintaining confidentiality and professional communication with dealership staff.

The role requires strong math skills, attention to detail, and proficiency with Word/Excel. Daily tasks include loan processing, record keeping, and collaboration with branches."