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Capital Credit Union · 3 hours ago

Indirect Loan Processor

Green Bay, WI

Full-time

Onsite

New Grad, Entry Level

0+ years exp

Capital Credit Union is committed to strengthening the communities they serve by providing quality service to their members. The Indirect Loan Processor role involves assisting dealers with loan information and processing transactions while ensuring member advocacy and quality service.

Banking

Work & Life Balance

No H1B

Hiring Manager

Amber Micke

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 and sends the proper documentation to the dealers, as well as assisting dealers with pay-off requests

Performs quality review audits to ensure accuracy of the indirect loans

Performs miscellaneous duties including, but not limited to, processing audits, welcome letters, preparing subsequent action forms, and missing documentation follow-up

Qualification

VelocityDNADealertrackAnalytical abilityInterpersonal skillsBasic math skillsAttention to detailCommunication skills

Required

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

Company

Capital Credit Union

Capital Credit Union is a not-for-profit financial institution in Northeastern Wisconsin, which focuses on the needs of over 120,000 members and growing.

Founded in 1927

Green Bay, WI, US

201-500 employees