Commercial Portfolio Specialist

CASE Credit Union; East Lansing (MI); On-site; USD 32,000 - 46,000; Full time

Job summary

CASE Credit Union in East Lansing, MI seeks a detailed-oriented Clerical Associate to support loan and business services operations. You will prepare documents, file, and assist with account maintenance while providing high-quality member service.

You will help with data collection for loan reviews, process invoices, and maintain files for internal audits, collaborating with the Business Services Specialist Team to ensure smooth daily operations.

Qualifications

• High school diploma or equivalent.
• Basic knowledge of business account services and procedures.
• Familiarity with business loan programs helpful.
• Experience in a financial environment is advantageous.

Responsibilities

• Provide clerical support for loan and business services activities.
• Prepare and file a variety of documents; monitor and service business accounts.
• Open mail and perform miscellaneous clerical duties; maintain files for internal audits.
• Assist with data collection for loan reviews and support management as needed.
• Maintain confidentiality and deliver high-quality member service.

Education

High school diploma

Job description

Location: East Lansing, MI

Job Id:290

# of Openings:1

POSITION PURPOSE

Responsible for providing clerical support for loan and other business services activities. Prepares and files a variety of documents. Monitors, updates, and services business accounts. Opens mail and performs miscellaneous clerical functions as needed. Provides high quality and professional service to members, and acts in support of the Business Services Specialist Team.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

• 1.Assumes responsibility for the effective performance of assigned clerical, secretarial, and account processing functions;
  • a.Monitors, maintains and services business accounts, and serves as primary point of contact for borrowers post close
  • b.Monitors and compiles adequate supplies of business service offerings for branches. Orders checks for businesses.
  • c.Assist with the collection of data for annual loan reviews
  • d.Tracks and ensures appropriate business account opening information is received from branches in a timely manner.
  • e.Orders checks for businesses, processes payment history requests, payoff letter requests, lien releases and business member / department mailing needs
  • f.Processes invoices and GL reimbursements
  • g.Scan, organize and file various forms of documentation
  • h.Assists and compiles information related to members research requests
  • i.Maintains, organizes, updates and prepares files for internal audit business files.
  • k.Monitors negative accounts and assists resolutions in business collections
  • l.Processes business credit report requests, approves RDC requests
  • m.Ensures mortgage recordings and final title policies are received
  • n.Sends out adverse actions for loan denials
• 2.Assumes responsibility for establishing and maintaining effective business relations with members;
  • a.Assists with questions and problems courteously and promptly.
  • b.Obtains and conveys information as needed.
  • c.Maintains the Credit Union's professional reputation.
• 3.Assumes responsibility for establishing and maintaining effective communication, coordination, and working relations with Credit Union personnel and with management;
  • a.Attends and participates in meetings as required.
  • b.Assists, supports, and replaces Business Services personnel as needed.
  • c.Develop and maintain strong working relationsip with all branch staff to assist with any needs
  • d.Keeps management informed of area activities and of any significant problems.
• 4.Assumes responsibility for related duties as required or assigned;
  • a.Completes special projects as assigned.
  • b.Ensures that work area is clean, secure, and well maintained.

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.