Commercial Loan Processor

TruStone Financial Credit Union; Plymouth (MN); On-site; USD 49,000 - 62,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Holidays

401(k) with match

Education reimbursement

Career development

Job summary

TruStone Financial Credit Union is seeking a Commercial Loan Processor to support loan officers, analysts and servicers in moving commercial loan requests from start to finish. This role ensures post-close processing, warehousing of files, and may assist with opening business depository accounts, while delivering strong customer service.

At our Plymouth Corporate Office, you will work 40 hours weekly, Monday through Friday, in a professional, fast-paced environment.

Qualifications

• Bachelor's degree in Business or related field, or equivalent work experience.
• 2+ years of related experience, preferably in the financial services industry.
• Experience with credit or business lending preferred.
• Proficient PC skills: MS Office, Internet, and e-mail.
• Excellent written and verbal communication skills.
• Ability to multi-task and prioritize work.
• Team player who can work independently and collaboratively.
• Able to thrive in a complex, rapidly changing environment.
• Professional demeanor with strong interpersonal skills.
• Compliance with SAFE Act policy including fingerprinting and FBI background check.
• Compliance with Bank Secrecy Act.
• Ability to pass pre-employment drug tests and background checks.
• Regular and reliable attendance.

Responsibilities

• Work with Commercial Loan Officers, Credit Analysts, and Servicers to manage loan requests end-to-end.
• Post-close process: receipt of recorded documents and warehousing of loan file.
• Assist in opening business depository accounts.
• Provide support with various commercial lending tasks while delivering high-quality service.

Skills

Communication

Interpersonal skills

Team player

Multi-tasking

Professionalism

Attention to detail

Adaptability

Customer service

Education

Bachelor's degree

Equivalent work experience

Tools

Microsoft Office

Email/Internet

Job description

WHAT YOU'LL DO:

The Commercial Loan Processor works alongside Commercial Loan Officers, Credit Analysts, and Portfolio Servicers to ensure that new and existing commercial loan requests are efficiently and accurately brought from start to finish. This position also ensures that the originated loan is post-closed through receipt of recorded documents and warehousing of the loan file. Additionally, this position will assist in the opening of business depository accounts and is responsible for providing assistance with various commercial lending tasks as needed while demonstrating a strong internal and external customer service focus throughout.

WHAT YOU'LL BRING:

Availability to work 40 hours per week Monday through Friday between the hours of 8:00am - 5:00pm at our Plymouth Corporate Office location; non-exempt.

In addition:

• Bachelor's degree, preferably in Business or related, or equivalent work experience.
• 2+ years of related experience, preferably in the financial services industry.
• Experience with credit/business lending, preferred.
• PC experience including Microsoft Office, Internet and e-mail.
• Excellent written and verbal communication skills.
• Demonstrated ability to work in a multi-tasking environment, to include organizing and prioritizing work.
• Ability to work individually and as a team player, being flexible and dependable.
• Ability to work in a complex, rapidly changing environment.
• A high level of professionalism while displaying strong interpersonal skills.
• Required to be compliant with the terms and conditions outlined in TruStone Financial's SAFE Act Policy, which includes the submission of fingerprints, the successful completion of an FBI background check and maintaining current and compliant registration in Nationwide Mortgage Licensing System (NMLS).
• Compliance with the Bank Secrecy Act and all its provisions.
• Ability to pass a pre-employment drug test and various background checks.
• Regular and reliable attendance at the workplace.

WHO WE ARE:

TruStone Financial is a member-owned credit union offering comprehensive, straightforward, and competitive financial solutions designed to support our members' financial health. Established in 1939 by a group of teachers, TruStone Financial has grown into Minnesota's second-largest credit union. With over 550 dedicated employees, we serve more than 200,000 members across 23 branches in Minnesota and Wisconsin. Our vision is to deliver exceptional financial experiences, and to achieve this, we need exceptional people! Join our expanding team and help us fulfill our mission to engage, educate, and inspire members toward lifelong financial well-being.

WHAT WE OFFER:

The salary range for this position is $23.50 to $29.50 per hour. In addition, we offer:

• Competitive pay and incentive programs for all positions.
• Health insurance with the ability to choose which plan option is best for you - a Traditional Health Plan or Health Savings Plan.
• Affordable dental and vision insurance coverage.
• Earn 22 days of paid time off annually for full-time employees with an equivalent accrual for part-time employees - and, the longer your tenure, the more PTO you'll have to enjoy.
• 10+ paid holidays each year.
• Up to 16 hours of paid time annually to volunteer for organizations you are passionate about.
• 401(k) with 50% employer match on the first 6% you contribute - plus, after one year of service, an additional 3% safe harbor employer contribution that is immediately 100% vested regardless if you are contributing or not.
• Eligibility for profit sharing opportunities in the form of a contribution to your 401(k) account.
• Employer-paid Short Term and Long Term Disability benefits.
• Employer-provided life insurance up to 2.5x your base salary with the option to purchase additional coverage for yourself, spouse and eligible dependents.
• Reimbursement for higher education expenses of up to $5,250 per calendar year (including tuition, books and activity fees).
• Career development opportunities - including our STEP job shadow program, TruStone Academy certification courses, Mentorship Program and more.
• Special employee discounts when you join TruStone Financial as a credit union member.
• Employee activities, events, discounts, and many other great benefits and perks!

TruStone Financial Credit Union is an Aff…