Job Overview
Location
Indianapolis, IN
Job Type
Full-time
Category
Product Management
Date Posted
June 16, 2026
Full Job Description
đź“‹ Description
- • Evaluate customer creditworthiness by analyzing financial data, credit reports from TransUnion, Experian, and Equifax, and key metrics including Payment-to-Income (PTI), Debt-to-Income (DTI), and Credit Utilization to determine loan eligibility and optimal financing terms.
- • Manage and facilitate financing solutions for homeowners and prospective customers by identifying the most suitable lending programs based on individual qualifications and needs.
- • Serve as a liaison between customers, sales representatives, and lending partners to obtain required documentation, clarify loan stipulations, and ensure timely communication throughout the approval process.
- • Accurately enter, update, and maintain customer loan information within the company’s credit management platform (CFW) to ensure complete and compliant records.
- • Review loan applications and supporting documentation for completeness and adherence to lender underwriting guidelines and company policies.
- • Monitor loan pipelines and proactively follow up on pending applications to expedite approvals and funding timelines.
- • Communicate financing decisions, conditions, and next steps clearly to customers and internal stakeholders via phone and email.
- • Collaborate with Design Consultants (DCs) and sales teams to structure financing solutions that align with customer needs while complying with lender requirements.
- • Maintain current knowledge of active lending partners, financing programs, underwriting guidelines, and product offerings to provide accurate and up-to-date advice.
- • Stay informed on industry trends, consumer lending regulations, and credit policies that impact financing decisions and compliance.
- • Provide exceptional customer service by responding promptly to inquiries, resolving documentation issues, and guiding customers through the financing process.
- • Work within a hybrid schedule: three days per week in the Indianapolis, IN office (standard business hours), and two days remotely (12pm–8:30pm or 1pm–9:30pm).
- • Ensure all activities comply with company standards and lender-specific regulations to mitigate risk and maintain operational integrity.
🎯 Requirements
- • Minimum of 2 years of experience in credit analysis, consumer lending, finance, banking, or a related field
- • Strong understanding of credit reporting, underwriting principles, and consumer lending practices
- • Experience analyzing Payment-to-Income (PTI), Debt-to-Income (DTI), and Credit Utilization metrics
- • Proficiency in reviewing credit reports from TransUnion, Experian, and Equifax
- • Proficiency with Microsoft Office Suite and credit management software platforms
- • Associate's or Bachelor's degree in Finance, Business Administration, Accounting, or related field preferred
🏖️ Benefits
- • Competitive annual pay of $75,000
- • Medical, dental, vision, and life insurance
- • 401(k) with generous company match percentage
- • PTO & paid holidays
- • Student loan repayment and scholarship program
- • Employee perks discount program
Skills & Technologies
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About Windows by RBA LLC
Windows by RBA LLC is a company specializing in the installation and replacement of windows and doors. They serve residential and commercial clients, offering a range of products from various manufacturers. The company focuses on providing high-quality materials and professional installation services to enhance the energy efficiency, security, and aesthetic appeal of buildings. Their services include consultation, product selection, and expert fitting, aiming to deliver durable and attractive solutions tailored to customer needs. They operate within the home improvement and construction services sector, emphasizing customer satisfaction and long-term value.
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