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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