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Job Description
In order to be considered, you MUST apply on Paylocity at the following link: https://recruiting.paylocity.com/recruiting/jobs/All/b9944418-e383-4000-853f-3d5b60a36394/Westby-Coop-Credit-Union. Clerical and member service work, with responsibility for properly compiling loan documentation and transactions. Work is evaluated based on accuracy, timeliness, and results.
Principal Duties and Responsibilities:
Provide quality service to Members by preparing loan documents for all Business & Agricultural loan requests within a strict time constraint. Accurately input loan data to applicable systems to prepare and generate the appropriate loan package by credit type. Accurately include appropriate loan fees so they are included in the Disbursement Authorization. Order all supporting documents to provide verification for the credit such as UCC Searches, Corporate Record Searches, Child Support Lien Dockets and Ordering Title Work. Enter all searches into loan origination software. Check loan origination software facility to ensure accuracy. Inspect loan package to ensure all the proper documents are included. Verify that the loan request meets approved conditions and are within business loan policies and procedures. Disburse loan funds in accordance with the Loan Disbursement Authorization. Build collateral manager records on the core to track appropriate collateral types. Set up escrow, if applicable, to ensure funds are deposited for taxes & insurance. Set up auto transfer record, if needed. Occasionally close loans for loan officers. Track a variety of tasks and ticklers related to loan documentation and lien perfection status through reports provided by the Business Lending Operations Manager.
Work Relationships and Scope:
Reports directly to the Business Lending Operations Manager. Will have regular contact with management, members, ARC and employees of the Lending Department.
Performance Dimensions:
Must maintain the integrity of confidential business information and follow all guidelines on confidentiality. Provide outstanding services to co-workers & members. Possess the ability to attend to numerous details with frequent interruptions under the stress of maintaining courteous, effective, and timely relations with a variety of individuals and personalities. Promotes quality, accuracy, timeliness, reliability, and thoroughness of work performed. Is punctual, flexible, reliable, and demonstrates a friendly and helpful attitude. Possess ability to gain the trust and respect of members, management, and employees. Also maintains a positive, professional, team-oriented working relationship with staff and outside vendors. Enhance job growth through continuing education, as required or necessary.
Knowledge, Skills and Abilities Required:
Education/Experience:
Post-secondary education in business, finance, or accounting preferred. Two to three years of experience in a financial institution with a strong background in lending & loan processing preferred.
Skills and Abilities:
Excellent communication skills and proven effectiveness in working with management, loan originators, and loan applicants. Work in a courteous, respectful, and efficient manner with all co-workers. Comprehend consequences of various situations and refer them to the appropriate staff for resolution. Ability to work with a wide range of personalities in a courteous, effective, and efficient manner. Knowledge and ability to apply current financial service industry standards, laws, and regulations. Ability to present ideas, report facts and other information clearly and concisely. Proficient knowledge of the Microsoft Suite (Outlook, Word, Excel, PowerPoint). Proficient operation of a variety of general office equipment such as a computer, software applications, typewriter, calculator, telephone, copy machine, fax machine and other similar devices or programs related to the position.
Benefits:
401(k) 401(k) matching Dental insurance Employee assistance program Flexible spending account Health insurance Life insurance Paid time off Parental leave Referral program Retirement plan Vision insurance
