Business Lending Associate jobs in United States
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Dupaco Community Credit Union · 1 day ago

Business Lending Associate

Dupaco Community Credit Union is seeking a Business Lending Associate to join their inclusive and diverse team. In this role, you will assist members with their lending needs, maintain credit files, and recommend improvements to departmental efficiencies.

Employee BenefitsFinanceFinancial Services
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Growth Opportunities

Responsibilities

Understand the technology that is available to the members and demonstrate to them how to use it
Maintain ongoing servicing of credit files, updating information when necessary
Make recommendations to Business Lending Processing Supervisor about possible methods of improving the efficiencies in the department as well as evaluating processes and recommending procedure changes as necessary
Work professionally and efficiently to solve members’ problems with their accounts
Order and prepare supporting documentation needed for loan file as necessary (ex. mortgage appraisals, title searches, surveys, pest inspections, copy of insurance policies, verifications, etc)
Prepare various letters and forms to business members, ie: commitment letters, adverse action letters, guaranty letters, etc
Complete Account and Credit References
Scan any and all documents, as needed
Maintain daily overdraft and NSF report and Paids report
Maintain and track expiring insurance report, processor pending report, maturity report, UCC renewal report and adjustable loan rate report
Ensure opening and closing procedures daily including distribution of mail

Qualification

Interpersonal skillsCommunication skillsComputer skillsAttention to detailFinance experienceTeamworkProblem-solving

Required

Interpersonal and communication skills to represent the financial institution in a positive way when dealing with membership and other staff members
Contribute to the Business Lending Department working as a cohesive team
Excellent computer skills
Devote sufficient time to perform job functions, duties and responsibilities
A high school diploma or equivalent. (ie GED.)
Attention to detail and accuracy is essential

Preferred

A minimum of 2 years of experience in a finance position is preferred

Benefits

Generous 401k match
Awesome starting pay of $19.14/HR
Monthly and annual incentives

Company

Dupaco Community Credit Union

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Dupaco Community Credit Union specializes in financial services & offers insurance, investment, business loans & employee benefit programs.

Funding

Current Stage
Late Stage

Leadership Team

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Matt Dodds
Chief Operating Officer
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Lisa Bowers (she/her)
Chief People Officer
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Company data provided by crunchbase