Indirect Lending Processor

Please reference the schedule and minimum qualifications listed below before applying.

If you need assistance with filling out our application form or during any phase of the application, interview, or employment process, please notify our Human Resources Team at option 1 or email and every reasonable effort will be made to accommodate your needs in a timely manner.

Job Summary
Follows specific guidelines and procedures to prepare, examine, and fund loan documents within the Indirect Lending Department. Provide Customer Service to internal and external customers.

Job Description

LOCATION

Mountain America Center - Hybrid:

9800 S Monroe St
Sandy, UT 84070

SCHEDULE

Full Time

To be effective, an individual must be able to perform each job duty successfully:

• Successfully and accurately processes an average of 7% - 9.4% of the total applications received by the department per day while maintaining a 75% assigned book to application ratio.
• Communicate with Dealerships, members and potential members to obtain the information necessary to complete and fund the application.
• Works closely with the Indirect Loan Officers, when contracts do not match approval, in order to ensure complete and accurate funding of loans.
• Ensures timely, accurate funding on loans and maintains a fiduciary responsibility to the credit union when funding loans to dealers.
• Audits dealer loan applications for accuracy.
• Comply with all regulations as required by law as it relates to this position.
• Provides timely wire transfers for funding, when necessary.
• Balance teller totals at the end of the day.
• Ability to manage own time to meet daily and monthly goals.
• Provide quality service (AAA) to members, potential members and dealers when answering the telephone and greeting visitors to ensure quality service to members and employees.
• Make and return phone calls as required.
• Complete annual corporate online training
• Performs other duties as required.

KNOWLEDGE, SKILLS, and ABILITIES

The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential job functions.

Experience

One to three years of similar or related experience is helpful but not necessary.

Education

High School Diploma or equivalent.

~

Licenses, Certificates, Registrations

n/a

Computer/Office Equipment Skills

Type a minimum of 35 words per minute. Basic computer operating skills (windows navigation, mouse/keyboard functionality) Intermediate to advanced level skill for Microsoft Office (Outlook, Word, PowerPoint, Excel).

Managerial Responsibility

No supervisory/managerial responsibilities.

Interpersonal Skills

Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.

Language Skills

Must have the ability to read, understand and carry out instructions in English in written and oral form.

Other Skills and Abilities

Excellent communication and telephone skills, data entry experience, attention to detail, knowledge and ability to use the internet, other computer software applications and various office equipment.

PHYSICAL ABILITIES / WORKING CONDITIONS

Physical Demands

Ability to talk, hear, use hands to handle or feel and reach with hands and arms consistently.

Vision Requirements

Close vision (clear vision at 20 inches or less) Distance Vision (clear vision at 20 feet or more).

Environmental

There are no unusual environmental factors.

Noise Environment

Moderate noise (business office with computers and printers, light traffic).

***This Job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person.***

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Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.

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