Data Year: 2024
Prepared On: 05/15/2024

Role: Records loan applications and documentation in the data processing system and updates and maintains loan account information. Maintains a good rapport with the existing dealers of the indirect program and keeps them informed of current loan rates, terms and procedures.

Essential Functions & Responsibilities: 60%Receives and reviews loan documents from indirect dealers. Reviews loan contracts and other documents for accuracy and completeness prior to funding the loan onto the lending software and core operating systems. Responsible for opening new member accounts and paying off related loans during the funding process.30%Maintains a good rapport with the existing dealers of the indirect program and keeps them informed of current loan rates, terms, and procedures. Ensures the dealers are supplied with the appropriate forms and brochures.5%Tracks and maintains various lending tasks as directed by management including imaging system for funded loan documents.5%Other job-related duties as assigned.

Performance Measurements: 1.To produce loan documents, reports, and new accounts in a timely fashion, with accuracy.2.To close, organize and complete member loan files in a consistent and timely manner.3.To maintain a working knowledge of the credit union's loan standards and governmental regulations.4.To maintain a dependable record of attendance and timeliness.

Knowledge and Skills: ExperienceOne year to three years of similar or related experience in lending environment.EducationA high school education or GED.Interpersonal SkillsWork involves contact with persons beyond immediate associates regarding routine matters for the purpose of giving or obtaining information which may require some discussion. Outside contacts take the form of service to the public (members or vendors), requiring ordinary courtesy in providing assistance and information.Other SkillsExperience with data processing system and loan processing software.
Proficient with Microsoft products: Outlook, Word and Excel
Basic math skills (capable of adding,, subtracting, multiplying and dividing)
Typing, 10-key and filing skillsWork EnvironmentWork occasionally involves exposure to dust; local travel and time spent outside.

Disclaimer: Must be able to work and travel to different credit union locations as determined by management.