• Indirect Loan Officer

    Job Locations US-TX-Allen | 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.


    • Processes and decisions loans within assigned limits including but not limited to, inputting loan data in the computer, review of credit report, dealer contracts, membership documents and other supporting documents.
    • Interacts with dealers clarifying loan decisions as necessary.
    • Participates in the testing of new indirect loan software and new software releases.
    • Assists with revisions to and communicates changes of indirect loan procedures.
    • Works on special projects or assignments as appointed by Management.
    • Processes escalated dealer phone calls.
    • Performs duties of Indirect Loan Processor as needed.
    • Reviews indirect loan requests including denials and those that fall outside of established parameters.
    • Ensures full compliance with UNIFY Financial Service Standards, Policies, Procedures and the Bank Secrecy Act.
    • Performs all other duties as assigned 


    Requires a high school diploma or equivalent, with three 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 e
    • Dependent and Medical Care - Flexible Spending Accounts
    • Generous Vacation, Sick, Personal and Holiday Pay
    • 401(K) Plan with employer match
    • Education reimbursement 
    • 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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