Indirect Loan Specialist - Lake Trust Credit Union

Indirect Loan Specialist

Pay Range: Band B MRP 1

As an Indirect Specialist your responsibilities will include the verification of documents and timely processing of the Indirect Consumer Loans. Accurately enter loan data into the Loan Origination system. Open memberships, disburse loans, and enter required account maintenance. Maintain positive relations with our Dealer partners, Dealer Representatives, and members. Assist dealers regarding loan decisions and needed information for processing Indirect Loans.

What You'll Do

• Process indirect consumer loans and open memberships.
• Build and maintain positive relationships with Indirect dealers and internal team members.
• Communicate via telephone, fax-internet with all origination channels.
• Contact dealers regarding missing information including income, taxes, social security errors, red flags and collateral.
• Review income and consult with higher level staff.
• Answer calls and general questions from dealers, Dealer Relationship Officers, and branches regarding funding contracts.

What You'll Bring

• Exceptional strategy and project management skills.
• Creative, innovative, and high-energy. Ability to work independently and multi-task in a fast-paced work situation. Excellent organizational skills and ability to meet deadlines.
• Strong written and verbal communication skills.
• Strong research and analytical skills.
• Able to manage and prioritize multiple tasks-from start to finish- in a fast-paced environment by having impeccable organization skills, advanced acumen and high-level attention for detail.

Knowledge, Skills and Abilities

• CHAMPIONS MEMBERS AND DEALERS NEEDS: Passionate about delivering the Brand Promise and establishes relationships and builds confidence by anticipating and responding to dealer and member needs.
• DEMONSTRATES SUPPORT OF THE LAKE TRUST VALUES, STRATEGY, AND BRAND PROMISE: Actively promotes and align actions with Lake Trust strategic goals and values. Participates in setting and achieving team goals that contribute to the overall goals of Lake Trust.
• SHOWING COMMUNITY AND SOCIAL RESPONSIBILITY: supports social responsibility and community events; recognizes how the organization fits into the larger community. Actively contributes to building internal community and culture. Connects people to opportunities to enjoy life!
• QUALITY AND CONTINUOUS IMPROVEMENT: committed to high quality outcomes. Maintains a constant focus on efforts to improve quality and efficiency of work processes.
• PURSUING SELF-DEVELOPMENT: Continuously seeks new ways and different ideas/points of view. Committed to high quality outcomes.

Education, Training, Experience, Certifications and Licensure

• High School Diploma/GED is required.
• One to two (1-2) years of general work experience required.
• Flexible work schedule as needed during times of heavy volume.

What You'll Get

We know that pay and benefits are important. And, we've really got that covered. But, we also know that those are not the only things that you need to decide if this is the place for you. Join our team of Lake Trusters and you'll enjoy:

• Working with an energetic team focused on making our members wildly successful
• An opportunity to work with others that have your back every step of the way
• Opportunities to make a difference both inside and outside of our walls
• Being treated like you are more than the work you do
• Must be a tech savvy individual who has a high degree of adaptability to adjust quickly to change and priorities.