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Whitefish Credit Union · 2 hours ago

Commercial Loan Processor

Kalispell, MT, US

Full-time

Onsite

Entry Level

1+ years exp

Whitefish Credit Union is seeking a Commercial Loan Processor to assist with processing disclosures and customer service support in the commercial lending department. The role involves maintaining communication with supervisors, managing loan documentation, and providing clerical support for the lending team.

BankingFinancial Services

Responsibilities

Follow all established Commercial Lending procedures as explained and trained by appropriate Member Business Lending personnel

Maintain ongoing communication with supervisor, informing them of all pertinent problems, new developments, and other important information

Perform all relevant tasks and projects as requested and required by supervisor and department 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, and all Whitefish Credit Union products and services

Report to work on time and as scheduled

Perform other duties as assigned

Qualification

Commercial Lending proceduresMicrosoft ExcelLoan processingGeneral math skillsMulti-taskingOffice equipment proficiencyBSA training knowledgeEffective communicationAttention to detailTeam collaboration

Required

Possession of general math skills

Proficiency in Microsoft Excel

Ability to communicate effectively in person, in writing and over the phone with all internal and external stakeholders. Courtesy and tact are essential

Ability and willingness to interact calmly and professionally with people from all backgrounds

Ability to multi-task, prioritize and organize day-to-day responsibilities with attention to detail and timeliness

Ability to follow oral and written instructions

Ability to work with others in an effective manner, listen well, share work-related information and be tolerant of others' work styles

Competent with Microsoft Office; ability and willingness to work with a variety of office equipment and software systems

Ability to lift up to 15 lbs., with or without accommodation

Complete mandatory annual BSA training that includes Red Flag, Identity Theft, OFAC, CTR and SAR reporting and thresholds, as well as the safe keeping of member information, and passes any applicable tests

Follow all Whitefish Credit Union, Montana and Federal information privacy guidelines

Adhere to all Whitefish Credit Union policies and procedures

Protect Member and Whitefish Credit Union confidential information

High school diploma or equivalent

1-2 years of professional banking or credit union experience required