Description
Responsibilities include but are not limited to:
- Review loan documentation to ensure accuracy and completeness including amount, rate, term, vehicle descriptions, signatures and approvals.
- Discount loans for booking. Compare amount financed to Dealer contract terms and calculate the loan amount financed when there is a difference in the loan approval terms. This includes amount financed, term and interest rate.
- Book and fund loans.
- Reconcile daily loans that are booked and funded to be in proof prior to submitting ACH funding file.
- Resolve customer account issues.
- Enters loan documentation into Harland, Dealer Track and Route One systems and follow up with auto dealerships for missing or corrected documents.
- Ensure that loan officers' approval and conditions have been met.
- Review underwriting exceptions with the Underwriting staff and resolve prior to booking loans.
- Performs quality control of loans booked to ensure accuracy of set-ups in Miser and Smart Search. Ensure customer information has transferred from Harland system and that loan is booked and funded.
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