Commercial Loan Officer II

Description

• Bachelor’s Degree with a focus in business or equivalent combination of education
• Formal certifications highly preferred
• 5-10 years of experience in business member relationship management
• Prior sales management and/or Community Board Level Involvement strongly preferred
• Usually manages smaller sized loan portfolios ($35M – $75M)
• Excellent knowledge of the business industry and corresponding loan products
• Exceptional PC skills including Microsoft Office (Word, Excel and PowerPoint)

• Loan Production – 75%
• • Responsible for developing, managing and maintaining business relationships, utilizing a follow-up calling program for continuous development of business lending relationships
  • Drive loan portfolio and organizational revenue growth by meeting, recommending, and advising business prospects (or existing member business owners) on loan products
  • Consistently meet 100% of loan production and referral goals set
  • Maintain a thorough knowledge of lending policies, procedures, and guidelines to mitigate risk
  • Review and monitor competitor offerings and rates, making recommendations to management to help streamline product offerings and create and maintain a competitive advantage
• Member and Employee Experience – 10%
• • Represents the credit union in the community through extraordinary member relations and integrity  
• Community Engagement & Brand Awareness– 10%
• • Participate in and support Clearview’s commitment to the communities we serve
  • Actively talk about Clearview and work as a brand ambassador for the organization
• Other Duties as assigned – 5% 
• Support Clearview’s Commitment to Diversity, Equity & Inclusion by welcoming and embracing the unique differences of others, treating others fairly and equitably, and creating an inclusive experience where others feel respected and valued; Understand and believe a diverse workplace is essential to the company’s vision and success.