Business Support Specialist
About The Position
This support position is responsible for processing and preparing loan documents for business purpose loans. The role provides assistance to the Business Lending staff, performs quality control activities, and assists members with Credit Union business products and services when required. The organization has a fundamental belief in improving lives and operates under the credit union philosophy of people helping people, ensuring equal and just treatment for all. They are committed to serving the greater good and making a difference, with a cooperative structure that fosters mutual assistance towards members' financial well-being. BHFCU offers an onboarding orientation program with ongoing training to help staff build on their strengths and further their careers.
Requirements
- Working knowledge of the credit union's products and services.
- Working knowledge of organization's policies/procedures and credit union's service philosophy.
- Working knowledge of safety and security programs for false alarms, robberies, bomb threats and extortion.
- Working knowledge of credit union's in-house computer system / Internet.
- Working knowledge of state and federal business lending regulations.
- Ability to understand and follow complex written and oral instructions.
- Ability to comprehend complex functions and procedures and to be able to disseminate that knowledge in a clear and understandable format to others.
- Ability to express oneself, clearly and concisely, both orally and in writing.
- Ability to prepare and maintain confidential records and reports.
- Ability to gather, assemble, correlate, and analyze facts and develop solutions.
- Ability to produce a high volume of work in a timely manner that is accurate, complete, and of high quality.
- Ability to assess the needs of multiple members and prioritize requests to ensure that all members receive the highest quality service possible.
- Ability to handle daily routine with moderate freedom to interpret and act upon various situations.
- Ability to present a professional and personable personality that communicates to members and visitors that the credit union is a professional financial institution.
- High school level of language, math and reasoning skills.
- One to two years’ experience in a related field with equal responsibilities.
Nice To Haves
- Formal training should be supplemented with continuing education.
Responsibilities
- Process and disburse business purpose loans and related requests.
- Maintain business purpose loan files according to BHFCU policies and procedures by ensuring proper documents are obtained, accurately completed, and processed into the computer system.
- Ensure security interests in collateral are properly recorded.
- Maintain the Business Loan Department Tracking Report to ensure necessary items are obtained and updated.
- Audit business loan files to ensure proper procedure is followed and loans are properly reported as Member Business Loans.
- Monitor and service business loan files.
- Prepare loan documents.
- Close loans and cross-sell.
- Ensure the confidentiality and security of loans being processed.
- Release liens on titles and other collateral as requested per state requirements and credit union policies.
- Perform loan payouts and other PFA back-up duties as requested.
- Perform other duties as may be assigned by the Credit Administration Manager.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
