Commercial Loan Assistant 1

Sage Credit Union • Klamath Falls, OR

2d • $21 - $31 • Onsite

About The Position

Sage Credit Union is seeking a Commercial Loan Assistant to join their Business Services Team in Klamath Falls, Oregon. This role is crucial in supporting local businesses by providing capital and fostering strong relationships with business members. The Commercial Loan Assistant will utilize their organizational and decision-making skills to manage business loan tasks, contributing to the Credit Union's mission of helping members and communities prosper. The team values local connection, integrity, and creativity in providing financial services.

Requirements

• High School diploma or the equivalent
• Experience in a financial institution preferred
• Strong analytical, decision making, and complex problem-solving skills
• Strong written and verbal communication skills
• Excellent technical skills
• Self-motivated to learn and grow within the position
• Proven organization, prioritization, and accuracy in work

Responsibilities

• Collects, organizes, and retains commercial lending related documents
• Orders and obtains documentation needed for the commercial loan underwriting, which can include individual credit reports, UCC searches, and Business Registry Search
• Assembles and maintains loan files
• Assists with perfecting collateral for commercial loans
• Inputs new loans and modifications into core system
• Assists with monetary transactions for the Business Services Department as needed
• Opens Business Membership Accounts for new loans
• Assists in responding to incoming communications across a variety of channels
• Invests time and effort into personal development; learning and maintaining a current working knowledge that the team can depend on and furthers the efforts of the team to ensure a Crest experience for members, and the fulfillment of Sage Credit Union's mission.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed