Commercial Portfolio Support 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

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.