Small Business Lending Relationship Manager

Rally Credit Union

Mission (TX)

On-site

USD 70,000 - 110,000

Full time

14 days+

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Job summary

Rally Credit Union is looking for a seasoned lending professional in Mission, TX to develop business, originate and service small-investor property loans (B1-4). You will analyze financials, coordinate appraisals, and make loan decisions within authority while ensuring compliance and member service.

Requirements include a Bachelor’s degree, 5 years in financial services, 2 years in business lending or mortgage real estate, proficiency in Excel/Word, and a Texas driver’s license with ability to

Qualifications

Five years financial institution and/or accounting experience.
Two years business lending, investment property or mortgage real estate experience.
Must be literate in Excel, Word and the Internet.
Must possess good written and verbal communication skills.
Must possess the ability to learn the credit union member data system as well as the phone system.
Must possess a valid Texas driver’s license, means of transportation and be able to travel independently.

Responsibilities

Interview B1-4 (1 to 4 family) members seeking MBL services and input loan data to the system.
Review analysis of financial statements, tax returns and other member information to determine repayment ability and viability of business.
Coordinate appraisal and analysis to ensure regulatory and policy compliance.
Formulate opinion as to loan decision and document and approve/disapprove within lending authority.
Ensure proper documentation and adherence to policies and laws; file all pertinent loan documents.
Execute loan extensions and changes upon proper approval.
Manage collection and loan workout processes for the B1-4 portfolio when necessary.
Establish routine call program for portfolio reviews and business development.
Cross-sell credit union services.