• Indirect Loan Processor

    Job Locations US-CA-Costa Mesa
    Req No.
    Indirect Lending
    Regular Full-Time
  • Overview

    UNIFY Financial Credit Union is one of the nation’s largest 100 credit unions with a reputation for being financially sound and growth-oriented. We’re expanding rapidly to meet the needs of a growing member base.

    At UNIFY, our team members work together to strive toward a common goal, “providing superior service to our members.” In doing so, we promote a culture where your ideas matter, your growth matters, and you matter. We encourage all team members to challenge and encourage themselves and their teammates to work smarter and to be more successful.

    An Indirect Loan Processor provides excellent service, assisting in the daily support and data processing activities associated with indirect lending.


    Assists in the daily support and data processing activities associated with indirect lending.


    Assists with clerical processing and loan tracking support to Indirect Lending Team.


    Posts loan transactions, wires dealer funds, and sets-up member accounts.


    Contacts members upon loan origination confirming loan terms and conditions, and mails form letters and loan forms.


    Corresponds and communicates with dealerships to obtain all documents necessary for pending loans.


    Disburses approved loans and reviews all documentation for accuracy and completeness.


    Maintains pending loan files and provides periodic updates to Indirect Lending Team.


    Reviews quality control contracts from dealers and performs post-funding audits to ensure policies and procedures are followed.


    Communicates with dealers through phone, fax and mail regarding all Indirect Lending activities.


    Ensures full compliance with UNIFY Federal Credit Union Service Standards.


    Ensures compliance with the Bank Secrecy Act.


    Performs all other duties as assigned.


    Requires a high school diploma or equivalent, with two years experience in a Lending environment, preferably in a financial institution. Requires the ability to communicate effectively, both verbally and in writing, with individuals and groups. Proficient in spreadsheet and word processing software applications.


    See the UNIFY Difference!

    At UNIFY, we believe that each team member is a valued contributor. Through a teamwork approach, we strive to provide a positive and rewarding workplace that helps our team succeed. UNIFY provides a work environment which promotes learning, growth, and the opportunity for team members to challenge themselves. We work together for a common goal, "to provide superior service to our members."

    Competitive Compensation and Excellent Benefits Package* Includes:


    • Medical (PPO/HMO), Prescription, Dental (PPO/DMO), Vision, Life, and Short- and Long-Term Disability Insurance
    • Dependent and Medical Care - Flexible Spending Accounts
    • Generous Vacation, Sick, Personal and Holiday Pay
    • 401(K) Plan with employer match
    • Defined Benefit Pension Plan fully funded by UNIFY
    • Education reimbursement that covers up to 100% of tuition and books for approved programs
    • UNIFY banking privileges for you and your family

    *All programs subject to review and change

    UNIFY is proud to be a drug-free, equal-opportunity employer.  For more information on UNIFY, visit us at www.unifyfcu.com






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