Sign upLog in
See more jobs

Business Loan Processor

CASE Credit Union
  • East Lansing, Michigan
    30+ days ago

    Job Description

    POSITION PURPOSE
     
    Responsible for providing clerical support for loan and other business services activities.  Prepares and files a variety of documents.  Processes member business  loan requests, and opens new member business accounts.  Opens mail and performs miscellaneous clerical functions as needed.  Provides high quality and professional service to members, and acts in support of the Commercial Portfolio Service Team
     
     
    ESSENTIAL FUNCTIONS AND BASIC DUTIES
    1. Assumes responsibility for the effective performance of assigned clerical, secretarial, and account processing functions.
    1. Opens business accounts.
    2. Monitors and compiles adequate supplies of business service offerings for branches. Orders checks for businesses.  Sends out merchant supplies and mails merchant statements.
    3. Tracks and ensures appropriate business account opening information is received from branches in a timely manner.
    4. Orders checks for businesses, sends out merchant supplies,
    5. Processes invoices and GL reimbursements
    6. Scan, organize and file various forms of documentation
    7. Maintains, organizes, updates and prepares files for internal audit business files. 
    8. Prepares appropriate vendor reviews
    9. Processes flood certification, 4506-T requests, business credit report requests,
    10. Sends out adverse actions for loan denials
     
    2.  Assumes responsibility for establishing and maintaining effective business relations with members.
    1. Assists with questions and problems courteously and promptly.
    2. Obtains and conveys information as needed.
    3. Maintains the Credit Union's professional reputation.
     
    1. Assumes responsibility for establishing and maintaining effective communication, coordination, and working relations with Credit Union personnel and with management.
    1. Attends and participates in meetings as required.
    2. Assists, supports, and replaces Business Services personnel as needed.
    3. Develop and maintain strong working relationsip with all branch staff to assist with any needs
    4. Keeps management informed of area activities and of any significant problems.
     
    1. Assumes responsibility for related duties as required or assigned.
    1. Completes special projects as assigned.
    2. Ensures that work area is clean, secure, and well maintained.
     
    PERFORMANCE MEASUREMENTS
     
    1. Business accounts are opened in accordance with established policies and procedures.
    2. Document preparation is accurate, neat, and timely.
    3. Files are accurate and well organized.
    4. Miscellaneous clerical functions are efficiently and effectively completed.
    5. Professional working relations exist with members.  Assistance is provided as needed.  Questions are answered courteously and promptly.
    6. Good working relations and communications exist with Credit Union personnel and with management. Assistance and support are provided as needed.  Management is appropriately informed.
     
     
    QUALIFICATIONS
     
    Education/Certification:    High school graduate or equivalent.
                                       
    Required Knowledge:        Basic knowledge of business account services and procedures, helpful not required
                                                    Familiarity with business loan programs and service requirements.
                                                    Familiarity with general loan documentation helpful.
     
    Experience Required:        Prior experience helpful, particularly in a financial environment.
     
    Skills/Abilities:                     Accurate and attentive to detail.
                                                  Project management skills and well organized.
                                                     Strong typing abilities.
                                                     Ability to assist, direct and coordinate others.
    Able to use computer, adding machine, copy machine, and basic business equipment.
                                                     Maintains high degree of confidentiality.
                                                     Good interpersonal and public relations skills.
                                                        Solid analytical, creative, and problem-solving abilities.
                                                        Able to work well independently.
                                                        Use of Excel, Word and Adobe acrobat

    Numbers & Facts

    LocationEast Lansing, Michigan
    Websitehttps://www.casecu.org/?Cabinet=Main&Drawer=About&Folder=Key+Information&SubFolder=Careers

    Skills

    • Administrative Skillsunmatched
    • Adobe Acrobatunmatched
    • Analysis Skillsunmatched
    • Billingunmatched
    • Business Loansunmatched
    • Business Servicesunmatched
    • Communication Skillsunmatched
    • Copying Machinesunmatched
    • Credit Reportsunmatched
    • Credit Unionunmatched
    • Customer Support/Serviceunmatched
    • Documentationunmatched
    • File Auditsunmatched
    • Internal Auditunmatched
    • Loan Denialunmatched
    • Loan Documentsunmatched
    • Loan Processingunmatched
    • Loansunmatched
    • Microsoft Excelunmatched
    • Microsoft Wordunmatched
    • Organizational Skillsunmatched
    • People Managementunmatched
    • Performance Metricsunmatched
    • Policy Developmentunmatched
    • Problem Solving Skillsunmatched
    • Procedure Developmentunmatched
    • Professional Servicesunmatched
    • Project/Program Managementunmatched
    • Time Managementunmatched
    • Typingunmatched

    Be found by employers

    5,500+ employers search our resume database daily. Add yours to get found by recruiters looking for candidates like you.

    Level up your application

    Professional resume templates

    Browse dozens of recruiter approved resume templates, layouts and formats. Choose your favorite and make it your own in minutes.

    Free resume templates

    Free resume builder

    Improve your existing resume or start from scratch and create a standout, ATS-friendly resume. Add job-specific content, download and apply.

    Free resume builder