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TruStone Financial Credit Union · 1 week ago

Commercial Loan Portfolio Specialist

Plymouth, MN, US

Full-time

Onsite

Entry, Mid Level

$19/hr - $24/hr

2+ years exp

TruStone Financial is a full-service, member-owned credit union that aims to empower its members’ financial well-being. The Commercial Loan Portfolio Specialist will support the Commercial Lending team by ensuring a high level of commercial loan portfolio quality and compliance with regulations, while providing excellent customer service.

BankingFinancial ServicesNon Profit

Responsibilities

Provide support to the Commercial Lending team to ensure a high level of commercial loan portfolio quality

Monitor the portfolio, reports, service participation loans, and covenants while maintaining compliance with regulations, policies and procedures

Provide assistance with various commercial lending tasks as needed

Demonstrate a strong internal and external customer service focus throughout

Qualification

Commercial lending experienceCompliance knowledgeMicrosoft Office SuiteWritten communicationMulti-tasking abilityTeam playerInterpersonal skills

Required

Availability to work 40 hours per week Monday through Friday between the hours of 8:00am – 5:00pm at our Plymouth Corporate Office location; non-exempt

Bachelor's degree, preferably in Business or related, or equivalent work experience

2+ years of related experience, preferably in the financial services industry

PC proficiency with Microsoft Office Suite, Internet, and Outlook/E-mail or equivalents

Excellent written and verbal communication skills

Demonstrated ability to work in a multi-tasking environment, to include organizing and prioritizing work

Ability to work individually and as a team player, being flexible and dependable

Ability to work in a complex, rapidly changing environment

A high level of professionalism while displaying strong interpersonal skills

Compliance with the Bank Secrecy Act and all its provisions

Ability to pass a pre-employment drug test and various background checks

Regular and reliable attendance at the workplace

Preferred

Experience with credit/business lending, preferred

Benefits

Competitive pay and incentive programs for all positions.

Health insurance with the ability to choose which plan option is best for you – a Traditional Health Plan or Health Savings Plan.

Affordable dental and vision insurance coverage.

Earn 22 days of paid time off annually for full-time employees with an equivalent accrual for part-time employees – and, the longer your tenure, the more PTO you’ll have to enjoy.

10+ paid holidays each year.

Up to 16 hours of paid time annually to volunteer for organizations you are passionate about.

401(k) with 50% employer match on the first 6% you contribute – plus, after one year of service, an additional 3% safe harbor employer contribution that is immediately 100% vested regardless if you are contributing or not.

Eligibility for profit sharing opportunities in the form of a contribution to your 401(k) account.

Employer-paid Short Term and Long Term Disability benefits.

Employer-provided life insurance up to 2.5x your base salary with the option to purchase additional coverage for yourself, spouse and eligible dependents.

Reimbursement for higher education expenses of up to $5,250 per calendar year (including tuition, books and activity fees).

Career development opportunities – including our STEP job shadow program, TruStone Academy certification courses, Mentorship Program and more.

Special employee discounts when you join TruStone Financial as a credit union member.

Employee activities, events, discounts, and many other great benefits and perks!