Business Banking Specialist - Michigan

DFCU Financial•Dearborn, MI

About The Position

DFCU Financial is seeking a full-time Business Banking Specialist to join its team in Michigan. The role supports Business Bankers and clients from loan origination through closing, including pre- and post-closing documentation, preparing loan packages, and attending 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 interpersonal skills, including written and verbal communication, and the 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 for the Business Banking group, including processing, closing, funding, monitoring, and maintaining files with current information.
  • Prepare documentation required for loan submissions to obtain approval.
  • Coordinate data collection for pipeline reporting, tracking, production reporting, and loan status.
  • Update the work-in-process report to reflect changes to loans in process.
  • Prepare lists for borrowers of 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.

Benefits

  • Potential for a hybrid work schedule.
  • 401(k) plan match, dollar for dollar up to 4%.
  • Additional employer 401(k) contribution of 5% after one year.
  • Employee bonus program.
  • Medical, dental, and vision insurance effective on the date of hire.
  • Health savings account (HSA).
  • Flexible spending accounts for medical and dependent care expenses.
  • Adoption assistance for qualified expenses, up to $10,000 per child.
  • Wellness initiatives and reimbursements.
  • Pre-paid legal services plan.
  • Identity protection plan.
  • Accident supplemental plan.
  • Company-paid short- and long-term disability plans.
  • Company-provided basic life insurance of $50,000, plus supplemental coverage for employee, spouse, and child.
  • Pet insurance.
  • Free financial planning assistance.
  • Employee events throughout the year.
  • Volunteer and community engagement opportunities.
  • Employee loan discounts for closed-end loans.
  • Service and anniversary awards.
  • Employee discounts on company-logo wear.
  • Employee referral payouts.
  • Paid lunch time.
  • Tuition reimbursement and education assistance.
  • Ongoing training opportunities.
  • Leadership development program.
  • Paid time off.
  • 13 paid holidays per year.
  • Flexible scheduling for students.
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