Indirect Lead Service Representative

Posted: 06/04/2021

For more than 80 years, Fort Worth-based EECU community credit union has been committed to providing members A Better Way of Banking®. Today, EECU is one of the largest credit unions in Texas with over $2.5 billion in USD assets and serves over 225,000 members through 14 financial centers across North Texas. In the true spirit of the credit union philosophy “people helping people” EECU was recently honored with the Fort Worth Business Press Corporate Philanthropy Award for employee volunteerism, named Best Bank/Credit Union by the Fort Worth Star Telegram’s readers, and became the 1st credit union in Fort Worth to become Blue Zones certified for promoting employee well-being. 

EECU is looking for an Indirect Lead Service Representative that will be responsible for leading the service rep team by ensuring all received indirect loan packets are entered in the system and distributed to the funding team for processing. Work closely with EECU’s Indirect dealerships on recovering auxiliary cancellation products on EECU’s Indirect charged off auto loans.

 Key responsibilities for this position requires providing the applicable Indirect dealership a weekly status report to resolve any outstanding accounts and confirming that EECU’s lien was properly recorded on all Indirect Automobile loans. Position will also work closely with EECU’s Accounting Department, to ensure front-line staff funded the appropriate amount, monies were deposited into the proper GL, that the Dealership properly recorded EECU as lien holder, and registered EECU’s member as owner. The incumbent is responsible for providing a monthly updates to the Accounting Department regarding the Draft GL report. Processing daily payoff checks from dealerships and or insurance companies are also required. If payoff checks provided by dealerships do not satisfy the loan in full, person in this position must work with the dealership in order resolve the issue. Incumbent will run, daily, all Adverse Counter offer notifications in Teres software system. Position will also provide backup assistance to the Indirect Funders. Position is also responsible for having thorough knowledge of multiple software programs, Symitar, Meridian Link, Teres, as well as TXDOT, Pinley and OFAC. Responsible for compliance of all Federal and State rules and regulations pertaining but not limited to Bank Secrecy Act, Anti-Money Laundering, Reg B, Reg Z, Service Members Civil Relief, FCRA/FACTA, Bank Bribery Act and NCUA Privacy Regulations. Required to attend initial and ongoing annual Bank Secrecy Act training.


Candidates for EECU should possess the following knowledge and experience:

  • Three to five years indirect lending services experience
  • Five years experience in financial institutions
  • Experience in leading and working in a team environment 
  • Must have analytical skills and be computer proficient
  • Must possess title experience, knowledge of auxiliary products and drafting process
  • Strong decision-making ability, good judgment and meet deadlines
  • Extremely detailed, able to handle a fast paced atmosphere
  • Able to effectively communicate to the dealers in order to obtain completed loan packets in a timely manner for funding
  • Ability to deal with members and/or dealerships in difficult situations
  • Must be able to reconcile general ledger accounts in a timely manner with accuracy


EECU is an EOE/Vets/Disabled Employer.

We are an Equal Opportunity Employer and do not discriminate against applicants due to veterans status or on the basis of disability.

For more information on our organization and our best in class benefits please visit EECU Careers.


phone-handsettabletmenuarrow-right linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram