drjobs Indirect Auto Processor

Indirect Auto Processor

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1 Vacancy
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Job Location drjobs

Hercules, CA - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Its fun to work in a company where people truly BELIEVE in what theyre doing!

Were committed to bringing passion and customer focus to the business.

Position Summary

The Indirect Auto Processor will support the loan processing function by processing Indirect loan documents connected with the initiation of loans including processing incoming Indirect loan applications by verifying and evaluating information provided on Indirect loan applications. This position will be required to research and gather supporting data and documentation auditing and preparing letters emails and reports and providing administrative support to the loan processing function.

Principle Duties and Responsibilities

  • Willingness and ability to exhibit Wellby Core Values every day.

  • Works with purpose and is driven to provide the best team member experience.

  • Experience with loan software programs.

  • Excellent verbal and written communication.

  • Good interpersonal and customer service skills.

  • Must be an effective time manager.

  • Must be organized.

  • Ability to work with deadlines.

  • Ability to work in a fastpaced environment.

  • Excellent dataentry skills are required.

  • Responsible for all information concerning the Bank Secrecy Act including:

    • Obtaining CTR information for all cash transactions that aggregate to over $10000 in a day.

    • Reporting all suspicious activity to the BSA Officer.

    • Attending required annual BSA training.

  • Make decisions regarding minor exceptions per procedures. Take action as authorized and document account.

  • Present major challenges to management for immediate review and resolution.

  • Work on reports and assign to others in a timely manner. Ensure resolution of all outstanding issues.

  • Create new reports as necessary.

  • Test implement and train staff on departmental changes.

  • Collaborate closely with loan product implementation. Continuously look for process improvement.

  • Performs other duties as assigned.

Knowledge Skills and Abilities (KSA)

  • Knowledge of Wellbys organizational functions and general operating policies and procedures.

  • Knowledge of indirect auto regulations

  • Knowledge of secretarial practices and procedures business English spelling and punctuation.

  • Knowledge of personal computer utilizing Microsoft Office Suite.

  • Skilled in operating computer equipment and general office machines such as personal computers copiers projection equipment audio/video Microsoft Teams Zoom Video Communications and adding machines.

  • Ability to interpret regulations affecting the Credit Union

  • Ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.

  • Ability to work effectively across organizational departments and functions to achieve strategic goals.

  • Ability to work in a fastpaced team environment with exceptional customer service skills.

  • Ability to communicate clearly and concisely orally and in writing.

  • Ability to motivate others and to work in a large crossfunctional team dynamic.

  • Ability to efficiently understand and follow oral and written instructions perform routine duties without close supervision and establish and maintain effective working relationships with other team members.

  • Ability to coordinate several concurrent activities simultaneously.

Supervisory Responsibilities

  • Team member does not have any supervisory responsibilities.

Complexity & Scope of Work

  • The team member performs a variety of related tasks which are mostly routine but are sensitive in nature.

  • Non routine situations or conflicts are usually referred to the supervisor for resolution.

  • Instructions to the team member may be general or specific in nature.

  • Courses of action are determined by established procedures and/or the Indirect Auto Underwriting Manager.

  • The team members work is reviewed periodically for accuracy completion and compliance with the policies and procedures.

  • Tasks may occasionally have to be coordinated integrated and/or prioritized.

Physical Demands & Work Environment

  • The physical demands and work environment characteristics described here represent those that must be met by a team member to successfully perform the essential functions of this position. Reasonable accommodations may enable individuals with disabilities to perform essential functions.

  • To perform this job successfully the team member is frequently required to remain in a stationary position 50 of the time. Daily movements include sitting; standing reaching and grasping operating computers and other office equipment moving about the office; and attending possible onsite and offsite meetings. The team member must be able to exchange information in person in writing and via telephone. Some degree of stress results from contact with management and other team members.

  • The ability to observe details at close range (within a few feet of the observer).

  • Must be able to occasionally lift items weighing up to 25 pounds across the office and load them onto shelves for various needs.

  • The noise level in the work environment is usually moderate.

  • Work involves the typical risks and discomforts associated with an office environment but is usually in an area that is adequately cooled heated lighted and ventilated.

Minimum Qualifications

  • High School Diploma or equivalent required

  • Bachelors degree preferred

  • Minimum one 1 to three 3 years of loan processing or similar experience preferred

  • Credit union or retail banking experience preferred

  • Strong communication problem solving administrative multitask and organizational skills required

  • Knowledge of Meridian Link and OnBase preferred

  • Bondable

For All Candidates

This is a Fulltime Hourly (NonExempt) role.

Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race color religion sex national origin age disability genetic information sexual orientation gender identity or expression pregnancy veteranstatusor any other legallyprotected characteristic. If youd like more information about your EEO rights as an applicant under the law please contact Human Resources.

Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation please email or callfor assistance.

Disclaimer

The statements herein are intended to describe the general nature and level of work being performed by team members and are not to be construed as an exhaustive list of responsibilities duties and skills required of personnel so classified. Furthermore they do not establish a contract for employment and are subject to change at the discretion of the Company.

Employment Type

Full-Time

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