Commercial Loan Processor
Whitefish Credit Union is seeking a Commercial Loan Processor to join our team. This position reports to the Commercial Loan Servicing Manager and involves processing disclosures and closing disclosures for commercial loans according to regulation and WCU policy. The role also includes assisting originators with member contact regarding their loan application and providing clerical and customer service support to the commercial lending department. Position functions include: Following all established commercial lending procedures Maintaining communication with the supervisor Performing all relevant tasks and projects as requested Answering incoming telephone calls to the commercial lending department Setting up new commercial loan files and printing loan documents for signature Inputting new loan data to the document preparation system Booking loans and preparing loan disbursement checks Completing credit reports, flood certifications, and ordering of title insurance, appraisals, and CMA for commercial loan officers as needed Performing account maintenance on the loan system Preparing extensions and modifications Notarizing documents for members and commercial loan officers as needed Assisting loan officers with all commercial loan-related issues Overseeing and following through on all required correspondence Maintaining tracking of all financial files Assisting in maintaining supplies inventory Maintaining knowledge of all loan types, regulatory requirements, internal policies and procedures, and all Whitefish Credit Union products and services Reporting to work on time and as scheduled Performing other duties as assigned Position requirements include: Possession of general math skills Proficiency in Microsoft Excel Ability to communicate effectively in person, in writing, and over the phone with all internal and external stakeholders Ability and willingness to interact calmly and professionally with people from all backgrounds Ability to multi-task, prioritize, and organize day-to-day responsibilities with attention to detail and timeliness Ability to follow oral and written instructions Ability to work with others in an effective manner, listen well, share work-related information, and be tolerant of others' work styles Competent with Microsoft Office; ability and willingness to work with a variety of office equipment and software systems Ability to lift up to 15 lbs., with or without accommodation Complete mandatory annual BSA training that includes Red Flag, Identity Theft, OFAC, CTR, and SAR reporting and thresholds, as well as the safe keeping of member information, and passes any applicable tests Follow all Whitefish Credit Union, Montana, and Federal information privacy guidelines Adhere to all Whitefish Credit Union policies and procedures Protect member and Whitefish Credit Union confidential information Required education and experience: High school diploma or equivalent 1-2 years of professional banking or credit union experience required 1-2 years of professional experience within a lending environment preferred This job description is to be considered a general outline of the duties and responsibilities of this position and is subject to changes and revisions by management at any time. Responsibilities are listed as guidelines only and the job is not necessarily limited to these specifications.
Whitefish Credit Union is seeking a Commercial Loan Processor to join our team. This position reports to the Commercial Loan Servicing Manager and involves processing disclosures and closing disclosures for commercial loans according to regulation and WCU policy. The role also includes assisting originators with member contact regarding their loan application and providing clerical and customer service support to the commercial lending department. Position functions include: Following all established commercial lending procedures Maintaining communication with the supervisor Performing all relevant tasks and projects as requested Answering incoming telephone calls to the commercial lending department Setting up new commercial loan files and printing loan documents for signature Inputting new loan data to the document preparation system Booking loans and preparing loan disbursement checks Completing credit reports, flood certifications, and ordering of title insurance, appraisals, and CMA for commercial loan officers as needed Performing account maintenance on the loan system Preparing extensions and modifications Notarizing documents for members and commercial loan officers as needed Assisting loan officers with all commercial loan-related issues Overseeing and following through on all required correspondence Maintaining tracking of all financial files Assisting in maintaining supplies inventory Maintaining knowledge of all loan types, regulatory requirements, internal policies and procedures, and all Whitefish Credit Union products and services Reporting to work on time and as scheduled Performing other duties as assigned Position requirements include: Possession of general math skills Proficiency in Microsoft Excel Ability to communicate effectively in person, in writing, and over the phone with all internal and external stakeholders Ability and willingness to interact calmly and professionally with people from all backgrounds Ability to multi-task, prioritize, and organize day-to-day responsibilities with attention to detail and timeliness Ability to follow oral and written instructions Ability to work with others in an effective manner, listen well, share work-related information, and be tolerant of others' work styles Competent with Microsoft Office; ability and willingness to work with a variety of office equipment and software systems Ability to lift up to 15 lbs., with or without accommodation Complete mandatory annual BSA training that includes Red Flag, Identity Theft, OFAC, CTR, and SAR reporting and thresholds, as well as the safe keeping of member information, and passes any applicable tests Follow all Whitefish Credit Union, Montana, and Federal information privacy guidelines Adhere to all Whitefish Credit Union policies and procedures Protect member and Whitefish Credit Union confidential information Required education and experience: High school diploma or equivalent 1-2 years of professional banking or credit union experience required 1-2 years of professional experience within a lending environment preferred This job description is to be considered a general outline of the duties and responsibilities of this position and is subject to changes and revisions by management at any time. Responsibilities are listed as guidelines only and the job is not necessarily limited to these specifications.