Indirect Lending Assistant

Responsibilities Provide support to the VP Director of Automotive Lending to facilitate continued growth and maintain portfolio performance. Coordinate with loan operations and auto dealerships to follow up on missing documents needed to fund applications. Decide on submitted applications in a timely manner in the absence or direction of the loan officer. Follow policies and procedures to facilitate processing for all non‑real estate (commercial, construction, residential, etc.), commercial equipment, and aircraft loans and complete all transactions in unison with loan officer; serve as a liaison between Loan Officer and Loan Operations. Facilitate processing and loan document preparation for all consumer and commercial non‑real estate loans. Ensure that all required documentation is present in the loan request as contained in the consumer/commercial request checklist. Book consumer and commercial loans/make entries. Verify exception approvals/entries prior to release of loan for booking. Prepare and give the SVP/Sr. Credit Officer the boarding checklist within 72 hours of booking. Verify that necessary approval has been obtained and scanned with the loan file. Verify data input on new and renewed loans. Maintain a productive workflow and work as a member of a professional team. Scan and verify loan files and other documentation in the imaging system. Set up and monitor loan documentation exception tracking and clearing. Maintain collateral; process vehicle title registrations and file UCC Financing Statements/Continuations. Quote and process loan payoffs. Maintain consumer credit disclosure mailings within regulations. Make a welcome call with new customers within 7 days of their auto loan funding and inform them of how to make their first payment. Verify customer insurance coverage meets requirements and follow up to ensure compliance. Decide applications from auto dealers in a timely manner. Interpret consumer credit reports to minimize risk. Maintain strong communication skills on phone, email, or text. Make sound business decisions in a fast‑paced environment to capture new business within established policy and SOP. Use strong negotiation skills, including the ability to say no. Work some evening and Saturday hours. Cross‑train in all areas of the department and rotate duties periodically. Troubleshoot and provide assistance to employees/customers on inquiries and disputes. Attend all meetings and complete required training to ensure regulatory compliance. Comply with all applicable Federal and State regulations, BSA/AML/OFAC policies, and identify suspicious activity. Perform other duties and assignments requested by management, including cross‑training and working in other branches if needed. PointBank is an Equal Opportunity Employer of minorities, women, veterans and disabled. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact Recruiter at View phone number on click.appcast.io. #J-18808-Ljbffr Point Bank