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Five Star Credit Union · 1 day ago

Member Business Lending Assistant

Macon, GA, US

Full-time

Onsite

Entry Level

$20.13/hr - $25.17/hr

1+ years exp

Five Star Credit Union is dedicated to brightening the financial future of the communities they serve. The Member Business Lending Assistant serves as a liaison between members and the credit union, responsible for preparing documents for closing MBL loans and providing professional service to members.

BankingFinancial ServicesNon Profit

Responsibilities

Assumes responsibility for providing effective secretarial and clerical support for all phases of loan processing activities

Prepares all documents for loan applications to be reviewed for underwriting. Runs reports, retrieves credit ratings, reviews files, and works up applications

Prepares all necessary documents for closing of loans, to include ordering and reviewing title searches, appraisals, flood certifications, property insurance, UCC searches and all other related documents to ensure accordance with legal and procedural / policy compliance requirements are met and work with MBL staff to ensure we are delivering excellence to our members

Coordinates loan closings with appropriate personnel. Closes loans as necessary

Types and mails correspondence on loan denials, request for documents, etc

Receives and screens telephone calls. Answers routine questions or directs them to appropriate personnel

Ensure proper legal filings are completed

Completes loan assistant duties in accordance with established policies, procedures, and regulations

Works the MBL Loan tickler system and reports

Supports the business development efforts and portfolio management efforts of the MBL Department

Assists in construction loan advances on commercial properties

Orders property inspections as necessary

Assists in following up on all annual reviews, maturing and matured loans in a timely manner

Assumes responsibility for supporting and maintaining effective and professional business relationships with members and external contacts

Resolves (or refers) requests and problems promptly and courteously. Answers member questions pertaining to loans, balances, and payoffs. Assists walk-ins

Keeps members properly informed of Credit Union policies and procedures

Maintains and conveys the Credit Union’s professional reputation

Assumes responsibility for establishing and maintaining effective coordination and communication with loan personnel and management

Completes assigned paperwork for management and loan committee. Completes records and reports promptly and accurately

Supports and assists MBL personnel as needed

Maintains departmental files

Attends and participates in meetings as required

Keeps management informed of MBL activities and of any significant problems

Remains watchful of opportunities for improving processes and procedures used in the MBL department

Assumes responsibility for related duties as required or assigned

Performs miscellaneous clerical and secretarial functions as needed

Ensures the work area is clean, secure, and well maintained

Supports MBL personnel as needed

Qualification

Commercial loan knowledgeLoan processing experienceTyping abilitiesBasic accounting skillsProblem-solving skillsTime management skillsDetail orientedWork ethicCommunication skillsOrganizational skills