Indirect Funding Specialist

We are looking for an Indirect Funding Specialist to support a credit union’s indirect lending operations in Austin, Texas. This Long-term Contract position focuses on validating loan conditions, reviewing documentation for accuracy, and helping ensure funded loans meet internal and regulatory standards. The role partners with dealerships, vendors, and internal teams to keep funding activities moving efficiently while maintaining a high-quality member and partner experience.

Responsibilities:
• Review indirect loan files to confirm all approval conditions, stipulations, and required documents are complete before and after funding.
• Examine contracts, disclosures, and system records for accuracy, completeness, and adherence to credit union policies and applicable lending regulations.
• Manage daily funding activity by monitoring reports, validating document packages in imaging platforms, and following up on outstanding items that could delay funding.
• Perform post-closing audits within the core system to verify funded loans reflect approved terms, including rate, amount, and repayment period.
• Reconcile indirect lending general ledger activity each month and research discrepancies to maintain accurate financial records.
• Investigate documentation issues, fraud indicators, and identity verification concerns, escalating or resolving exceptions as needed.
• Support dealers, vendors, and internal departments with funding questions, electronic transfer issues, and corrective actions for loans funded incorrectly.
• Process indirect loan adjustments such as chargebacks, rate reductions, short-funding corrections, and loan unwinds when exceptions occur.
• Set up new dealer profiles and related account records in the core system while maintaining organized and accurate data.
• Review title-related paperwork, including branded or salvage title concerns, and conduct income verification to support sound funding decisions.

Qualifications:

• High school diploma or equivalent required.
• At least 1 year of experience in indirect lending, loan funding, or dealer-facing lending operations.
• Working knowledge of consumer lending documentation and regulatory requirements, including laws such as Truth in Lending, Reg B, Reg Z, Patriot Act, BSA, and AML expectations.
• Proficiency with Microsoft Word and Excel.
• Ability to handle sensitive financial and personal information with discretion and strong ethical judgment.
• Strong communication and relationship-building skills when working with dealers, vendors, members, and internal teams.
• Experience using loan origination and funding systems, including LendPro and other indirect lending platforms, is preferred.
• Detail-oriented mindset with the ability to identify discrepancies, resolve issues, and manage multiple priorities in a fast-paced environment.

Compensation

$25.00-$25.00 Hourly

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