Business Loan Processor

CASE Credit Union; East Lansing (MI); On-site; USD 36,000 - 54,000; Full time

Job summary

CASE Credit Union in East Lansing, MI seeks a detail-oriented administrator to handle clerical and account processing duties. You will open business accounts, manage supply orders, and keep accurate records for internal audits while maintaining strong member relations.

This role supports branch staff, coordinates with Credit Union personnel, and upholds confidentiality and professional standards in daily operations.

Qualifications

• High school graduate or equivalent.
• Basic knowledge of business account services and procedures; familiarity with business loan programs helpful.
• Prior experience in a financial environment is helpful.
• Strong typing abilities and ability to maintain confidentiality.
• Project management and organizational skills.

Responsibilities

• Opens business accounts.
• Monitors and prepares business service materials and orders checks.
• Tracks and ensures proper business account opening information from branches.
• Processes invoices and GL reimbursements.
• Maintains and files documents for internal audits.
• Communicates with members and maintains professional reputation.
• Assists and supports branch staff as needed.
• Maintains confidentiality and coordinates others.

Skills

Attention to detail

Strong typing abilities

Project management

Well organized

Interpersonal skills

Public relations

Confidentiality

Coordinate others

Education

High school graduate or equivalent

Tools

Computer

Adding machine

Copy machine

Basic office equipment

Job description

ESSENTIAL FUNCTIONS AND BASIC DUTIES

• Assumes responsibility for the effective performance of assigned clerical, secretarial, and account processing functions.
• Opens business accounts.
• Monitors and compiles adequate supplies of business service offerings for branches. Orders checks for businesses. Sends out merchant supplies and mails merchant statements.
• Tracks and ensures appropriate business account opening information is received from branches in a timely manner.
• Orders checks for businesses, sends out merchant supplies,
• Processes invoices and GL reimbursements
• Scan, organize and file various forms of documentation
• Maintains, organizes, updates and prepares files for internal audit business files.
• Processes flood certification, 4506-T requests, business credit report requests,
• Sends out adverse actions for loan denials

2. Assumes responsibility for establishing and maintaining effective business relations with members.

• Assists with questions and problems courteously and promptly.
• Obtains and conveys information as needed.
• Maintains the Credit Union's professional reputation.
• Assumes responsibility for establishing and maintaining effective communication, coordination, and working relations with Credit Union personnel and with management.
• Attends and participates in meetings as required.
• Assists, supports, and replaces Business Services personnel as needed.
• Develop and maintain strong working relationsip with all branch staff to assist with any needs
• Keeps management informed of area activities and of any significant problems.
• Assumes responsibility for related duties as required or assigned.
• Completes special projects as assigned.
• Ensures that work area is clean, secure, and well maintained.

PERFORMANCE MEASUREMENTS

• Business accounts are opened in accordance with established policies and procedures.
• Document preparation is accurate, neat, and timely.
• Files are accurate and well organized.
• Miscellaneous clerical functions are efficiently and effectively completed.
• Professional working relations exist with members. Assistance is provided as needed. Questions are answered courteously and promptly.
• Good working relations and communications exist with Credit Union personnel and with management. Assistance and support are provided as needed. Management is appropriately informed.

QUALIFICATIONS

Education/Certification: High school graduate or equivalent.

Required Knowledge: Basic knowledge of business account services and procedures, helpful not required

Familiarity with business loan programs and service requirements.

Familiarity with general loan documentation helpful.

Experience Required: Prior experience helpful, particularly in a financial environment.

Skills/Abilities: Accurate and attentive to detail.

Project management skills and well organized.

Strong typing abilities.

Ability to assist, direct and coordinate others.

Able to use computer, adding machine, copy machine, and basic business equipment.

Maintains high degree of confidentiality.

Good interpersonal and public relations skills.

Solid analytical, creative, and problem-solving abilities.