- Follow all established Commercial Lending procedures as explained and trained by appropriate Member Business Lending personnel.- Maintain ongoing communication with Quality Assurance Supervisor, informing them of all pertinent problems, new developments, and other important information.- Perform all tasks and projects which are requested and required by Quality Assurance Supervisor and Departmental need.- Answer all incoming telephone calls to Commercial Lending Department, and direct incoming telephone calls to appropriate personnel.- Set up new Commercial Loan files, and print loan documents for signature.- Input new loan data to document preparation system from loan set-up sheets.- Book loans and have loan disbursement checks prepared.- Complete credit reports, flood certifications, and ordering of title insurance, appraisals and CMA for Commercial Loan Officers as needed.- Perform account maintenance on loan system.- Prepare extensions and modifications.- Notarize documents for Members and Commercial Loan Officers as needed.- Assist Loan Officers with all Commercial Loan-related issues.- Oversee and follow through on all required correspondence.- Maintain tracking of all financial files.- Assist in maintaining supplies inventory.- Maintain knowledge of all loan types, regulatory requirements, internal policies and procedures
1-4 years
- 1-2 years of professional experience within a lending environment preferred but not required.
- High school diploma required.- 1-2 years of professional banking or credit union experience required.- Excellent problem solving skills.- Strong analytical and organizational skills.- Ability and willingness to work both independently and as part of a team.- Ability to learn on the job and improve professional skills.- Ability to prioritize work and juggle multiple simultaneous projects.- Ability and willingness to work with a variety of office equipment and software systems.- Active participation in events sponsored
High School
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