Indirect Loan Processor

Ultipro; Green Bay (WI); On-site; USD 36,000 - 49,000; Full time

Job summary

Capital Credit Union in Green Bay, WI is seeking a detail‑driven Loan Operations Associate to assist dealers by telephone or email, review loan information, and process contracts and related documentation with accuracy and a member advocate mindset.

You will input data into Velocity and DNA, coordinate with branches, and support loan payoff and title processes while maintaining compliance and high service levels. Strong attention to detail is essential.

Qualifications

• Ability to read, write, and comprehend detailed instructions and memos.
• Operate on-line terminals and core systems (Velocity, DNA, Dealertrack, RouteOne).
• Accurate processing of loan transactions with a high degree of precision.
• Analytical ability to research and resolve loan questions.
• Strong communication and listening skills for dealer interactions.

Responsibilities

• Assist dealers by telephone and email to process requests.
• Book Dealer Contracts and input final information; fund and upload loans to DNA.
• Disburse contract funds and process dealer fees.
• Discuss dealer concerns including contract problems and titles.
• Perform quality review audits of indirect loans.

Skills

Reading and writing skills

Mathematical computations

Attention to detail

Communicating with dealers

Time management

Education

High school diploma

Tools

Velocity

DNA

Dealertrack

RouteOne

Allied CenterPoint

Job description

Morris Ave Corp
825 Morris Ave
Green Bay, WI 54304, USA

Description

Position Purpose

Upholds the Credit Union’s mission of “We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve” by assisting Dealers by telephone or email by quickly reviewing and processing loan information. Receives and processes their transactions, requests, and concerns with an enthusiastic quality service and member advocacy orientation. Also assists Member Service Reps in non-member contact responsibilities.

• Assists dealers by telephone and via email by operating an on-line computer terminal to process their requests.
• Books Dealer Contracts. Upon receiving the contract, inputs the final information from the dealer, funds and uploads the loan to DNA. Disburses contract funds and processes dealer fee.
• Talks with dealers about their concerns, including, but not limited to problems with contracts, documentation, and vehicle title questions.
• Performs miscellaneous duties including but not limited to processing Loan Payoffs, Lien Perfections, Vehicle Titling & Registration, Welcome Letters, and Missing Documentation.
• Opens accounts for new members obtained through Indirect Loans.
• Scans new dealer loans into Velocity and files.
• Assists other Branches when information is needed from loan files.
• May train new employees.
• Prepares paid loan information including, but not limited to, sending the proper documentation to the member and dealers, and assisting members and other financial institutions with pay-off requests.
• Performs quality review audits to ensure accuracy of the indirect loans

Necessary Experience and Qualifications

• Ability to read, write, and comprehend detailed and sometimes technical instructions, short correspondence, and memos and ability to add, subtract, multiply, and divide using whole numbers, common fractions, and decimals as normally acquired through completion of a high school education.
• Ability to operate an on-line computer terminal (including a good working knowledge of the core computer system, Velocity, DNA, Dealertrack, RouteOne, Allied CenterPoint, email, and internet), fax machine and adding machine normally acquired through a basic course or one to three months of on-the-job experience.
• Working knowledge of the products, services, and procedures needed to process transactions as normally acquired through three to six months of on-the-job experience, at least one of which is with the Credit Union.
• Ability to closely examine documentation. Requires a high degree of accuracy.
• Analytical ability necessary to research and resolve loan questions.
• Interpersonal skills necessary to deal effectively and efficiently with a diverse group of employees in stressful situations. Requires communication/listening skills necessary to effectively obtain necessary information to make lending decisions.
• Ability to stay in one place for extended periods of time, handle a fast-paced working atmosphere, and to transport objects weighing between five and twenty pounds for one percent of work time.

Work Environment and Physical Requirements

• Office environment with moderate level of noise
• Frequent use of telephone, copier, computer, fax machine and other office machines
• Prolonged sitting or standing
• Frequent mental and visual concentration
• Minimal lifting of up to 25 pounds

The above statements are intended to describe the general nature and level of the work being performed in this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties, or requirements.

Capital Credit Union is an Equal Opportunity Employer. We participate in E-Verify. information on employee rights under the Family Medical Leave Act and the Employee Polygraph Protection Act.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.