A local credit union is seeking a file clerk who can collect loan file items from counter, file appropriately in vault, pull paid-off loans as needed.Responsibilities:- Keep accurate records of checked-out loan files- Keep records of all loan materials that are filed in or removed from vault.- Add new material to, or retrieve material from, loan file records, as requested by the Commercial Loan Servicing Manager.- Collect, sort and stamp mail, and deliver
A local credit union is seeking a file clerk who can collect loan file items from counter, file appropriately in vault, pull paid-off loans as needed.Responsibilities:- Keep accurate records of checked-out loan files- Keep records of all loan materials that are filed in or removed from vault.- Add new material to, or retrieve material from, loan file records, as requested by the Commercial Loan Servicing Manager.- Collect, sort and stamp mail, and deliver
Successfully obtain, manage and build profitable account relationships with the majority clients being complex business members. Interact with business owners on a daily basis and proactively identify financial products that may benefit the business. Ensures the overall success and growth of an assigned portfolio by deepening relationships of existing members and through the acquisition of new members.Responsibilities:- Follow all approved Commercial Loan
Successfully obtain, manage and build profitable account relationships with the majority clients being complex business members. Interact with business owners on a daily basis and proactively identify financial products that may benefit the business. Ensures the overall success and growth of an assigned portfolio by deepening relationships of existing members and through the acquisition of new members.Responsibilities:- Follow all approved Commercial Loan
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