Job Description
Our Indirect Lenders/Member Service Officers assist our members and dealers with indirect loans, connecting our members to the products and services that fit their financial goals. As the
Assistant Indirect Manager, you will be responsible for coaching and developing your team, developing and maintaining indirect dealer relationships, onboarding new Levo members through the Indirect Program, posting transactions, opening accounts, underwriting loans, and other responsibilities including, but not limited to:
- Assist the Branch Manager with the successful overall operation of the Indirect Team. Including, but not limited to, assuring quality member service with a focus on relationship building. Build a high-quality deposit and loan portfolio resulting in department profitability.
- Interview and evaluate the needs of members and potential members, identify appropriate member needs, and cross-sell financial products that meet those needs.
- Establish and maintain relationships with secondary referral sources, such as local businesses and car dealers. Also, assist the Manager in overseeing indirect dealer relationships.
- Assure outbound call objectives are met. Provide follow-up and monthly reporting to the Branch Manager on call efficiency and effectiveness.
- Maintain communication with the Manager regarding changes, pertinent problems, irregularities, and new developments within areas of responsibility or those useful to improve credit union performance.
- Please see the full job description for all duties assigned.
Weekday hours range from 8:00 a. m. -6:00 p.m. with rotating Saturdays 10:00 a.m. - 3:00 p.m. Being a part of Levo means being a part of an organization where people matter - not just their money. What we do every day makes a difference in the lives of others and the community we love: offering financial tools and services that fit modern life, providing expert advice, and listening to and helping members chart their next step.
The best thing an employer can do is to give you the support you need to succeed. Working for Levo allows you to develop personally, professionally, and financially in an inviting, friendly, and fun environment. Excellent benefits include health, vision, dental, paid time off, paid holidays and great daytime hours, pension plan, 401(k) option, volunteer hours, and many more!
Requirements Assistant Indirect Manager Supervisory Responsibilities : Directly supervises employees in the indirect center in the MSO area. Assist with supervising all other department staff as directed by the Branch Manager. May also be required to temporarily supervise trainees and relief staff by coaching them, and monitoring and reporting their performance to their immediate supervisor. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
Assistant Indirect Manager Qualifications : Two-year degree in business or related field or one to two years similar or related lending experience and/or training; or equivalent combination of education and experience. Previous loan underwriting experience. Relevant expertise includes supervisory, indirect lending, customer service, underwriting, and familiarity with account opening, loan applications, and other banking products and services.
We are an equal opportunity employer. All qualified applicants will receive consideration for employment regardless of age, race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against based on disability.
Salary Description $48,000.00 to $72,000.00 per year
Associated topics: banker, customer, loan review officer, loan underwriter, mortgage, mortgage loan originator, mortgage officer, mortgage servicing officer, personal banker i, personal banker ii
Job Tags
Holiday work, Traineeship, Relief, Local area, Immediate start, Saturday, Weekday work,