Auto Dealership Support and Loan Resolution Specialist

This is a fully remote position, open to applicants in Idaho, +2 more states.

📋 Description

• Address inquiries from dealers, resolve conflicts, coordinate loan specifics, and assist in loan-related decisions.

• Assess and prioritize dealer exceptions and appeals, resolving them within the designated authority or escalating as needed.

• Collaborate with loan processors, lending leaders, underwriters, dealers, and members to address issues and facilitate the completion of loan applications.

• Utilize experience, discretion, and sound judgment to decide on appropriate courses of action.

• Keep detailed written records of exceptions, appeals, actions taken, and their outcomes.

• Oversee application queues and identify denied applications that may require a second underwriting review.

• Follow up on unfunded loans and resolve outstanding issues with dealer sales personnel and internal partners.

• Manage competing priorities and execute high-priority tasks accurately and efficiently while achieving production and quality objectives.

• Communicate professionally with dealers, members, vendors, and OCCU team members through both written and verbal channels.

⛳️ Requirements

• A minimum of two years of experience in consumer lending, loan processing, or a related field.

• Comprehensive knowledge of the indirect or consumer lending process, encompassing loan applications, lending decisions, conditions, exceptions, and funding workflows.

• Capable of investigating issues, gathering pertinent information, evaluating options and risks, and making timely, well-supported decisions.

• Experience in resolving disputes, escalations, or complex service challenges while maintaining productive business relationships.

• Ability to discern when issues can be handled independently and when escalation is necessary.

• Outstanding dealer, member, or customer service skills with professional communication abilities in high-pressure situations.

• Strong conflict resolution capabilities.

• Ability to maintain focus and professionalism amidst time constraints, disagreements, ambiguity, or competing demands.

• Sound judgment and discretion in independently solving problems.

• Excellent organizational and time management skills.

• Accurate documentation and data entry abilities.

• Proficiency in Microsoft Office, Adobe, and business or credit union systems.

• Capability to work independently while collaborating with team members and cross-functional partners.

• Continued residence in Oregon, Washington, or Idaho is mandatory.

• Availability to work a schedule that includes at least one weekend day.

🏝️ Benefits

• Spanish-speaking candidates who successfully complete OCCU's standardized language proficiency test will receive an additional $2.00 per hour.

• Affordable medical, dental, and vision insurance.

• 401(k) retirement plan with employer matching contributions.

• Paid time off along with 13 paid holidays.

• Tuition reimbursement for eligible educational and training programs.

• Company-paid long-term disability insurance.

• 40 hours of company-paid core time annually for full-time employees to engage in community volunteer activities.