Job Details
Description
ESSENTIAL DUTIES and RESPONSIBILITIES:
- Review all indirect loan packets received from dealers for completeness using established bank
guidelines
- Prepare and complete ACH transactions to fund dealers on reviewed loans
- Provide professional and courteous service to existing and newly acquired dealerships, external loan
clients and internal bank employees
- Request missing loan documents from dealers and/or underwriters
- Assist with setup of newly acquired dealerships
- Maintain dealer account numbers and other dealership information in an organized manner
- Assist the Loan Servicing department with obtaining outstanding titles from dealers
- Keep up to date on all compliance requirement regarding indirect loan contracts and supporting
documents
- Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money
Laundering procedures. Maintain compliance with all appropriate rules and regulations.
- Regular, predictable attendance is an essential requirement of this position
- Complete all other duties as assigned
Qualification Requirements
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The
requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable
accommodations may be made to allow individuals with disabilities to perform the essential functions.
EDUCATION And/or EXPERIENCE
- High School Diploma or G.E.D. required, Bachelor’s Degree in Business Mgt., Accounting or Finance
Preferred
- Minimum of one (1) year of experience in banking or financially related field
- Minimum of one (1) year of experience in a customer service position
- One (1) year of experience in loan, or loan operations preferred- specifically indirect lending
- Proven customer service skills, direct contact and via phone
- Knowledge of Word, Excel, Internet navigation/research, and Outlook is expected
