O Bee Credit Union · 1 day ago
Indirect Loan Processor (Bilingual)
O Bee Credit Union is hiring a bilingual Indirect Loan Processor to join their amazing team. This full-time role is vital in supporting the mission and assisting members with indirect loans, ensuring effective communication with dealerships and branches.
FinanceBankingFinancial Services
Responsibilities
Act in accordance with credit union policies and procedures as well as regulatory state and federal requirements
Maintain an in-depth understanding of laws and regulations pertaining to financial institutions, consumer, anti-money laundering, and lending compliance requirements
Process loan document requests, field loan servicing calls/questions, and other lending-related tasks in the credit union determined to be specialty
Ensure adequate and complete documentation is on file for loans, disclosure requirements, and ensure all applicable deadlines are met
Works cooperatively with and maintains effective communication and positive working relationships with auto dealerships, merchants, origination system, customers and members through effective communication
Prioritize and monitor daily workflow to ensure all loans are being worked on in accordance with timelines and expectations
Process mail and post payments/payoffs
Responsible for auditing and funding indirect loans to include but not limited to auto, RV, Boat, powersports, personal loans, home improvement, credit card, and or solar loans
Must be able to read through and understand lending documents, identify, and correct errors and issues, and provide excellent member service
Assist members with loan payoffs, payment corrections, answer general questions regarding their existing loans, and address any amortization issues
Assist with the gathering and review of documentation for audits or examinations
Verify income calculations and other documentation matches application
Book and fund loans, complete DOL or UCC documentation
Work closely with outside vendors
Respond to the needs of Indirect Lending, dealerships and staff
Qualification
Required
Must have high school diploma or equivalent
Must have bilingual proficiency in English and Spanish, both spoken and written
Excellent verbal and written communication skills displaying attention to detail
Excellent organizational and problem-solving skills
Ability to multitask and prioritize based on due dates and potential risks to the credit union
Ability to analyze errors and take appropriate corrective action
Proficient spreadsheet and word processing experience
Familiarity with regulations, policies, and procedures for lending and the financial services industry
Able to work independently and in a team environment
Ability to maintain strict confidentiality
Preferred
At least one year of credit union or banking experience is preferred
Benefits
Employer-paid medical, dental, and vision insurance options
100% 401(k) match up to 4% of your salary
Tuition reimbursement
Charitable Volunteer Hours
Incentive pay for achieving individual or company goals
Company
O Bee Credit Union
O Bee Credit Union is a banking, credit union, and mobile banking company.
Funding
Current Stage
Growth StageRecent News
The Daily Chronicle
2024-02-19
The Daily Chronicle
2024-02-19
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