Indirect Lending Operations Specialist
Freedom First Credit Union, Roanoke, Virginia, United States, 24000
Provide support to Indirect Lending area of the Credit Union
Essential Functions & Responsibilities:
(50%) Processes incoming Indirect Auto loan packages, completes Indirect/Pre-Funding checklist, generate, and distributes New Member documents/TISA, fund Indirect loans and ensure proper imaging and handling of loan documents. (25%) Answers telephone inquiries for retail staff, prepares and delivers routine correspondence to members and dealers. Resolves assigned Synapsys service events. (10%) Processes daily payment and monthly reserve settlement notifications to dealers. (10%) Performs other duties as assigned. (5%) Provides administrative support to Indirect Department. Performance Measurements:
Must comply with government and other regulations affecting the credit union industry including, but not limited to, OFAC and the Bank Secrecy Act. Meets or exceeds performance expectations as described in Essential Functions and Responsibilities. Please refer to Annual Performance Goal document for remaining Performance Measurements. Knowledge and Skills:
Experience:
One year to three years of similar or related experience. Education:
A high school education or GED. Interpersonal Skills:
Work 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 Skills:
Skill and ability to use and operate a keyboard (typewriter), computer, calculator, fax machine, copier and telephone. Skill and ability to read and understand financial statements, contracts, applications, computer printouts, manuals and other related materials. Must have the skill and ability to use Microsoft Word and Excel. Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle controls; and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, or kneel. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus. Work Environment:
Work is performed indoors in an office environment with normal potential for exposure to safety and health hazards. May periodically travel to other, similar sites. The noise level in the work environment is usually moderate. This Job Description is not a complete statement of all duties and responsibilities comprising the position.
#J-18808-Ljbffr
(50%) Processes incoming Indirect Auto loan packages, completes Indirect/Pre-Funding checklist, generate, and distributes New Member documents/TISA, fund Indirect loans and ensure proper imaging and handling of loan documents. (25%) Answers telephone inquiries for retail staff, prepares and delivers routine correspondence to members and dealers. Resolves assigned Synapsys service events. (10%) Processes daily payment and monthly reserve settlement notifications to dealers. (10%) Performs other duties as assigned. (5%) Provides administrative support to Indirect Department. Performance Measurements:
Must comply with government and other regulations affecting the credit union industry including, but not limited to, OFAC and the Bank Secrecy Act. Meets or exceeds performance expectations as described in Essential Functions and Responsibilities. Please refer to Annual Performance Goal document for remaining Performance Measurements. Knowledge and Skills:
Experience:
One year to three years of similar or related experience. Education:
A high school education or GED. Interpersonal Skills:
Work 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 Skills:
Skill and ability to use and operate a keyboard (typewriter), computer, calculator, fax machine, copier and telephone. Skill and ability to read and understand financial statements, contracts, applications, computer printouts, manuals and other related materials. Must have the skill and ability to use Microsoft Word and Excel. Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle controls; and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, or kneel. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus. Work Environment:
Work is performed indoors in an office environment with normal potential for exposure to safety and health hazards. May periodically travel to other, similar sites. The noise level in the work environment is usually moderate. This Job Description is not a complete statement of all duties and responsibilities comprising the position.
#J-18808-Ljbffr