Credit Admin Specialist

DFCU Financial•Tampa, FL

3d•Hybrid

About The Position

Join the DFCU Financial team today, and discover the benefits, rewards and development opportunities from one of the largest and best managed credit unions in the country. The Opportunity: We are looking for a Credit Admin Specialist to join our team in Florida. This role performs support functions within the credit department, assist the Credit Analysts and perform special projects as assigned.

Requirements

High school diploma or equivalent; college course work in Business Administration or Finance preferred.
Familiarity with financial data, such as tax returns, financial statements and loan terminology.
Ability to learn and adhere to credit union policies, procedures and Federal and State banking regulations, including compliance with Bank Secrecy Act/Anti Money Laundering (BSA/AML) program.
Ability to handle multiple priorities, prioritize and meet deadlines.
Proficient in Microsoft 365.
Demonstrated analytical and problem-solving skills.
Able to initiate and embrace change.
Excellent interpersonal skills, including written and verbal communication, and ability to work in a team environment.

Responsibilities

Perform pre-underwriting due diligence on incoming loan requests including but not limited to consumer credit bureaus, flood certifications, OFAC, UCC Search, Corporate Search, EDR, Property Assessor, etc.
Review documents received into electronic credit files for completeness and proper labeling.
Scan financial records to Fiserv and update date in the credit monitoring system.
Bid and order appraisals and environmental reports.
Maintain and update the WIP report.
Take minutes at DLC and ELC loan meetings.
Prepare agenda and loan packages for DLC and ELC loan meetings.
Send notification to Board members for DLC meetings, arrange teleconferences, DirectorPoint, etc.
Compile data for preparation of loan reports for Board reports.
Perform research requests for Business Bankers (level 1 requests only).
Perform financial statement spreads.
Assist with annual review process under guidance of Credit Department Manager.
Complete required compliance training and testing.

Benefits

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