Commercial Lending & Relationship Specialist

LGE Community Credit Union; Calhoun (GA); On-site; USD 55,000 - 75,000; Full time

Job summary

LGE Community Credit Union is seeking a Commercial Relationship Specialist in Georgia to support our commercial lenders with business and commercial banking products and services. This role provides administrative and lending support while assisting members with new accounts and cross-selling opportunities.

You will work closely with lenders, underwriters, and other teams to ensure loan closings and ongoing monitoring, while maintaining compliance with federal regulations and credit union

Qualifications

• Strong communication, organization, and problem-solving skills.
• Requires: High School Diploma.
• Preferred: Bachelor's degree in Business or related field.

Responsibilities

• Open new business accounts to support disbursement of funds and extension of new loans.
• Answer member inquiries on business and commercial products, services, accounts and policies; promote cross-selling; research and correct account discrepancies.
• Assist Commercial Lenders with originating new business and commercial loans, including discussing loan terms, collecting and reviewing financial packages, preparing application documents, and submitting to underwriting.
• Process wire requests, loan payments, and withdrawals on lines of credit for business and commercial members.
• Provide business and commercial lending support.
• Provide assistance to the business and commercial members in all areas of the members’ relationship with the credit union, including loans, deposits, and other credit union services.
• Work closely with lenders, underwriters, loan servicing, processing and documentation areas to ensure satisfactory closing of loans.
• Work closely with lenders, underwriters, and loan operations to ensure satisfactory on‑going monitoring of loans.
• Work closely with treasury management and deposit operations to ensure satisfactory on‑going monitoring of depository/treasury management accounts/services.
• Collect photos and other pertinent documentation for internal appraisals and environmental reviews
• Assist with maintaining lending portfolios - clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues
• Obtains credit information and ensures sufficient loan collateral
• Coordinate and assist with loan documentation/funding, LaserPro, and ability to review and basic understanding of attorney prepared documents
• Assist other areas of business solutions and serve as back up with administrative support when needed
• Be able to identify members' needs and credit union products/services
• Maintain familiarity with and follow all policies, procedures and processes which have been established in order to meet compliance requirements of all applicable federal regulations.

Skills

Communication

Organization

Problem-solving

Education

High School Diploma

Bachelor's (preferred) in Business or related field

Job description

LGE Community Credit Union is seeking a Commercial Relationship Specialist in Georgia to support our commercial lenders with business and commercial banking products and services. This role provides administrative and lending support while assisting members with new accounts and cross-selling opportunities.

You will work closely with lenders, underwriters, and other teams to ensure loan closings and ongoing monitoring, while maintaining compliance with federal regulations and credit union