QUALIFICATIONS AND SKILLS:

• Education and Experience
• Two to five years of credit and/or commercial lending experience, specific to ongoing support and review of an existing commercial loan portfolio.
• Equivalent to a college degree (BS or BA in a relevant field); Business or Finance preferred.
• Skills
• Possess knowledge of PC, Microsoft, and commercial loan origination and processing software such as Lazer Pro.
• Manage multiple priorities and deadlines.
• Excellent verbal and written communication skills.
• Strong analytical and organization skills.
• Interact effectively on a routine basis with colleagues, senior management, clients, and the public.
• Should be familiar with the Credit Union bylaws, policies, procedures and state and federal laws effecting all operations of the Center.
• Have a thorough knowledge of all Credit Union products and services or become well versed in 90 days.

ADA REQUIREMENTS

• Physical Requirements:
• Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 15 lbs.
• Must be capable of climbing and descending stairs in case of an emergency situation.
• Proficient in operating routine office equipment including telephone, copier, facsimile, and calculator.
• Able to work on computer for an average of 6-8 hours per day, as needed.
• Willing to work extended hours or travel off site whenever required or requested by management.
• Must demonstrate regular, reliable and timely attendance.
• Working Conditions:
• Able to routinely perform work indoors in climate-controlled shared work environment with moderate noise.
• Mental and Emotional Requirements
• Ability to perform job functions independently and with limited supervision.
• Work effectively as part of a team.
• Read and carry out various written instructions and follow oral instructions.
• Communicate clearly and present information in a logical and understandable sequence.
• Perform basic financial calculations accurately.
• Handle interactions calmly and professionally with diverse personalities from various cultures at different levels within and outside of the organization, demonstrating the highest levels of customer service and discretion when dealing with the public.
• Maintain composure under stress of deadline, requirements for extreme accuracy and quality and a fast- paced environment.
• Exercise the highest level of discretion when dealing with confidential matters.

• Responsible for exceptional member service to members by ensuring employees deliver consistently high-quality service to both internal and external members that is in alignment with our Service Promises.
• Assists the commercial lending department with various operational aspects of the department including account maintenance and document preparation.
• Routinely evaluates and calls on commercial clients to ensure timely reception of required documents or change in terms requests.
• Creates monthly reports which provide senior management with an overview of the performance of the commercial portfolio.
• Interacts with any approved third-party vendors who may support the commercial loan portfolio and participation growth.
• Assists in the processing activities to ensure successful closing and funding of commercial loans.
• Participates in various management meetings associated with portfolio management.
• Performs other duties as commensurate with this position.