Commercial Lending & Treasury Services Associate

All-in-Credit-Unio; Daleville (AL); On-site; USD 32,000 - 48,000; Full time

Job summary

All In Credit Union in Daleville, Alabama is seeking a Business Services Associate to support the business lending and treasury management functions. The role involves handling loan requests, opening deposit accounts, onboarding treasury products, and maintaining borrower files to ensure accurate documentation and compliance.

You will assist with due diligence, coordinate title work, appraisals, and lien searches, and provide exceptional member service through calls and emails while promoting

Qualifications

• Two years of financial industry experience preferred.
• Understanding of commercial loan products and services preferred.
• Knowledge of loan processing functions and related requirements and procedures preferred.

Responsibilities

• Entering loan request into appropriate system for underwriting
• Assist with due diligence on business loans to include ordering of title work, flood determination, appraisals, UCC lien search, insurance on collateral
• Review of closed loans to ensure lien perfection and all documentation is imaged for proper record keeping
• Opening of new deposit accounts
• Onboarding new treasury management products
• Assisting with training members on uses of treasury management products
• Monitor maturing loan reports and gather information needed for renewals
• Assist with annual loan reviews
• Receives phone calls from members and responds to emails as necessary to provide excellent member service
• Research new products and services for business members
• Assist branch staff with issues pertaining to business deposit, loan, and treasury management products
• Other duties as necessary to promote the credit union and provide service to its members

Skills

Financial experience

Commercial loans

Loan processing

Education

Associate degree

Job description

All In Credit Union in Daleville, Alabama is seeking a Business Services Associate to support the business lending and treasury management functions. The role involves handling loan requests, opening deposit accounts, onboarding treasury products, and maintaining borrower files to ensure accurate documentation and compliance.

You will assist with due diligence, coordinate title work, appraisals, and lien searches, and provide exceptional member service through calls and emails while promoting