Indirect Auto Lending Loan Document Specialist

Coastal1 Credit Union is seeking to hire a Loan Document Specialist in our Indirect Lending department.

The Indirect Auto Lending – Loan Document Specialist performs data entry and processing related functions for automobile loans, while also ensuring accuracy of documentation and compliance with Credit Union policies and procedures.

ON SITE availability in Pawtucket, RI.

• Perform the quality control, funding, and booking processes on all indirect consumer loan closing packages.
• Ensure that all pertinent loan data, member and collateral information are appropriately entered into the Loan Origination System.
• Ensure that all required disclosures and documents are included and have been executed properly.
• Ensure all contracts received are logged into the funding queue in a timely fashion. This includes both electronic and physical contract packages.
• Meet service levels in regards to turn around time of booking process for both dealers and members.
• Create and open statement accounts for new Indirect Lending members.
• Ensure compliance with Coastal1's Bank Secrecy Act/Anti-Money Laundering Policy and related procedures, Member Identification Program, and Office of Foreign Assets Control screening and record keeping requirements.
• Alert dealership personnel of any funding delays and work directly with dealership personnel to resolve in a timely manner.
• Process teller transactions which may include new loan disbursements, general ledger disbursements and credits, etc.
• Assist others in the Indirect Lending department as needed.
• Perform other duties as assigned by manager.

• Minimum of a high school diploma or equivalent required.
• At least 2 years demonstrated successful customer service‑related experience. Previous experience in a banking or indirect lending environment a plus.
• PC proficiency to include Microsoft Office and assorted banking software.
• Excellent communication skills, both written and verbal.
• Ability to manage multiple priorities simultaneously with time management/organizational/multi‑tasking skills.
• Must be able to sometimes work under pressure and have the ability to meet deadlines.
• Ability to maintain a positive and upbeat Credit Union image.
• Ability to handle confidential information securely.
• Ability to work collaboratively across all levels and functions of Coastal1 to coordinate solutions.
• Bi‑lingual helpful.

Coastal1 offers competitive pay and great benefits including medical, dental and vision for you and your dependents. In addition, we offer paid time off to promote work/life balance, on-site fitness center, 401(k) with a company match, employee homebuyer assistance, plus much more!

Equal Opportunity Employer.