Associate Commercial Processing Specialist
Beginnings Credit Union, Northeast Ithaca, New York, United States
Beginnings Credit Union (Beginnings) is seeking a dynamic and enthusiastic Associate Commercial Processing Specialist who will perform administrative duties and provides support for the Assistant Vice President of Commercial Lending and the Commercial Lending Department through administrative and clerical tasks, monthly reporting, loan processing and special projects. The successful candidate will be high energy, independent worker with excellent organizational skills, strong willingness to learn, and ability to problem solve.
Responsibilities
Prepares reports, charts, graphs, and dashboards monthly for management, arranges department meetings at the request of the AVP of Commercial Lending. Works with departmental staff to develop, write, and update procedures and policies, researching regulations and best practices as necessary. Assists with research, submission, and management of cases related to the core processing system, billing statements, and notices. Reviews daily, weekly, and monthly reports from the core processing system and coordinates the research and resolution of any issues or exceptions. Maintains Commercial Lending pages on Kaleidoscope. Communicates with closing attorneys to ensure closings are conducted in a timely manner. Follow up is required on a regular basis to keep all department staff and members informed at all stages of the closing process. May attend closings as needed. Oversees the preparation of all documents for closing of Commercial Loans. Ensures all loan documentation has been received. Performs member outreach and answers member phone calls. Distributes closing data/documents to members/law offices. Transmits commitments to borrowers/law offices. Supports maintenance of department finances, including generating check requests, reconciling and documenting corporate credit card accounts for payment, obtaining proper approvals for payment of invoices, and expense tracking. Provides portfolio management support for the Commercial Lending team, setting up, organizing and maintaining business lending files and provides general file management support, including conducting tax searches and insurance verification. Compiles documents and files requested for audits and regulatory examinations and drafts responses to any related findings. Drafts and designs general correspondence and memos. Proofreads copy for spelling, grammar and layout, making appropriate changes. Responsible for accuracy and clarity of final copy. Coordinates special projects on behalf of the AVP of Commercial Lending and other departments. Manages project status reports, action items and deadline targets. Performs other administrative tasks including managing departmental mail, filing, office supply orders, planning department events, and other duties as assigned. Requirements
1-2 years of banking, administrative or related experience. Proficient with all Microsoft® Office applications with emphasis on Word, Excel, and Outlook. Strong oral and written communication skills. The ability to provide clear and professional communication to credit union members, other departments’ staff, and vendors. Excellent organizational skills with an attention to detail, even when multi-tasking. Proven time management skills; ability to handle multiple concurrent assignments, with a high degree -of accuracy and able to meet deadlines. Ability to maintain a working knowledge of the credit union’s business loan standards and governmental regulations. Self-starter with the ability to work independently. High level of discretion and confidentiality. Good problem solving and analytical skills. Equal employment opportunity has been and will continue to be a basic principle at the Credit Union. Beginnings provides equal employment opportunities, without discrimination because of race, color, religion, creed, sex, sexual orientation, gender identity or expression, pregnancy, marital status, age, national origin, citizenship, handicap or disability, veteran or military status, political beliefs, victim of domestic violence status, familial status, or predisposing genetic characteristics or status, or any other status protected by federal, state, local or other law. This policy includes, but is not limited to recruitment, hiring, compensation, training, and apprenticeship, promotion, upgrading, demotion, downgrading, transfer, lay-off and termination, and all other terms and conditions of employment.
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Prepares reports, charts, graphs, and dashboards monthly for management, arranges department meetings at the request of the AVP of Commercial Lending. Works with departmental staff to develop, write, and update procedures and policies, researching regulations and best practices as necessary. Assists with research, submission, and management of cases related to the core processing system, billing statements, and notices. Reviews daily, weekly, and monthly reports from the core processing system and coordinates the research and resolution of any issues or exceptions. Maintains Commercial Lending pages on Kaleidoscope. Communicates with closing attorneys to ensure closings are conducted in a timely manner. Follow up is required on a regular basis to keep all department staff and members informed at all stages of the closing process. May attend closings as needed. Oversees the preparation of all documents for closing of Commercial Loans. Ensures all loan documentation has been received. Performs member outreach and answers member phone calls. Distributes closing data/documents to members/law offices. Transmits commitments to borrowers/law offices. Supports maintenance of department finances, including generating check requests, reconciling and documenting corporate credit card accounts for payment, obtaining proper approvals for payment of invoices, and expense tracking. Provides portfolio management support for the Commercial Lending team, setting up, organizing and maintaining business lending files and provides general file management support, including conducting tax searches and insurance verification. Compiles documents and files requested for audits and regulatory examinations and drafts responses to any related findings. Drafts and designs general correspondence and memos. Proofreads copy for spelling, grammar and layout, making appropriate changes. Responsible for accuracy and clarity of final copy. Coordinates special projects on behalf of the AVP of Commercial Lending and other departments. Manages project status reports, action items and deadline targets. Performs other administrative tasks including managing departmental mail, filing, office supply orders, planning department events, and other duties as assigned. Requirements
1-2 years of banking, administrative or related experience. Proficient with all Microsoft® Office applications with emphasis on Word, Excel, and Outlook. Strong oral and written communication skills. The ability to provide clear and professional communication to credit union members, other departments’ staff, and vendors. Excellent organizational skills with an attention to detail, even when multi-tasking. Proven time management skills; ability to handle multiple concurrent assignments, with a high degree -of accuracy and able to meet deadlines. Ability to maintain a working knowledge of the credit union’s business loan standards and governmental regulations. Self-starter with the ability to work independently. High level of discretion and confidentiality. Good problem solving and analytical skills. Equal employment opportunity has been and will continue to be a basic principle at the Credit Union. Beginnings provides equal employment opportunities, without discrimination because of race, color, religion, creed, sex, sexual orientation, gender identity or expression, pregnancy, marital status, age, national origin, citizenship, handicap or disability, veteran or military status, political beliefs, victim of domestic violence status, familial status, or predisposing genetic characteristics or status, or any other status protected by federal, state, local or other law. This policy includes, but is not limited to recruitment, hiring, compensation, training, and apprenticeship, promotion, upgrading, demotion, downgrading, transfer, lay-off and termination, and all other terms and conditions of employment.
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