Business Banking Specialist - Michigan

DFCU Financial•Dearborn, MI

About The Position

We are seeking a full-time Business Banking Specialist to join the team in Michigan. The role provides support to Business Bankers and clients from loan origination through closing, including pre- and post-closing documentation, loan-package preparation, and attendance at loan closings. The specialist balances service, quality, compliance, and relationship building with internal and external partners.

Requirements

  • Bachelor’s degree or equivalent experience.
  • Three years of commercial member assistance, financial services, or sales experience.
  • Strong attention to detail.
  • Ability to organize, plan, and prioritize work to accomplish goals within established deadlines.
  • Ability to focus on key issues and make decisions under time constraints.
  • Proficiency in Microsoft 365.
  • Demonstrated analytical and problem-solving skills.
  • Ability to initiate and embrace change.
  • Excellent written and verbal communication and interpersonal skills.
  • Ability to work in a team environment.

Responsibilities

  • Provide administrative support to Business Bankers, including drafting and finalizing correspondence, copying, and data entry.
  • Perform loan administration activities for the Business Banking group, including processing, closing, funding, monitoring, and maintaining files with current information.
  • Prepare required documentation for loan submissions to obtain approval.
  • Coordinate data collection for pipeline, tracking, production, and loan-status reporting.
  • Update the work-in-process report to reflect changes to loans in process.
  • Prepare lists for borrowers identifying outstanding items needed for credit underwriting and closing.
  • Serve as a secondary point of contact for Business Bankers, third-party vendors, and internal partners regarding information and loan processing.
  • Perform, monitor, and track the tax verification process, including implementing standard procedures.
  • Complete required regulatory training.
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