Advia Credit Union · 5 months ago
Commercial Lender
Janesville - Milton
Full-time
Hybrid
Mid Level
$92K/yr - $111K/yr
4+ years expAdvia Credit Union is a fast-growing institution positioned in the top 3% of credit unions in the U.S., serving nearly 200,000 members. They are seeking a Commercial Lender to originate and increase their portfolio of commercial loans while developing new and existing commercial relationships through various outreach methods.
BankingFinancial Services
Responsibilities
Develop and expand commercial client base by calling on current members to expand existing relationships and calling on prospects to identify opportunities for new relationships
Collect and analyze financial information, initiate loan application requests and coordinate processing and closing of loans
Cross-sell products and services to meet member needs and expand relationships
Develop centers of influence and actively participate in community events to generate awareness and business leads
Maintain tracking of opportunities, successes, and pipelines
Assist members with questions and concerns and resolve member issues that arise
Manage existing loan portfolio to required standards, maintaining a high-quality asset base, including timely renewals of loans, financial collection, monitoring payments and collections, and updating financial information as required
Completes applications for commercial loan business
Reviews member financial conditions and assesses the member's ability to re-pay the loan
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control
Qualification
Required
Four years to eight years of similar or related experience, including preparatory experience
A college degree
The ability to motivate or influence inside or outside senior level personnel is a critical part of the job, requiring a significant level of influence and trust
Obtaining cooperation and agreement on important outcomes via frequently complex, senior level dialogues
A professional level of written communication skills are essential to the position
Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs
Must be capable of climbing / descending stairs in emergency situation
Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator
Must be able to routinely perform work on computer for an average of 4-6 hours per day
Must be able to work extended hours whenever required or requested by management
Must be capable of regular, reliable and timely attendance
Must be able to perform job functions independently and work effectively either on own or as part of a team
Must be able to plan and direct the work activities of self and others
Must be able to read and carry out various complicated written and oral instructions
Must be able to speak clearly and deliver information in a logical and understandable sequence
Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization
Must demonstrate highest levels of customer service and discretion when dealing with the public
Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace
Must be able to effectively handle multiple, simultaneous, and changing priorities
Must be capable of exercising highest level of discretion on both internal and external confidential matters
Preferred
Business Administration degree with focus on Finance or Accounting
Benefits
Medical, dental, and vision insurance to keep you and your family healthy.
401(k) with company match, life insurance, and disability coverage.
Generous paid time off (PTO), paid holidays, and paid parental leave*.
Learning and development programs, plus tuition reimbursement* to support your career journey.
Free Telemedicine
Employee Assistance Program (EAP)
Wellness initiatives
Paid Community Action Volunteer Hours
Company
Advia Credit Union
Advia Credit Union's mission is to provide financial advantages.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Dustin Adams, CFA, CPA
Chief Financial Officer
Ray Black
EVP, Chief Operating Officer
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