About the Role
This role involves assessing commercial loan applications, conducting financial analysis, and guiding clients through the lending process to support business expansion and credit union objectives.
Responsibilities
- Evaluate creditworthiness of business loan applicants
- Review financial statements and tax documents
- Conduct site visits to borrower locations
- Structure loan terms based on risk and compliance standards
- Ensure adherence to regulatory lending requirements
- Build relationships with business clients
- Monitor loan portfolios for performance
- Identify potential credit risks
- Prepare loan presentations for approval committees
- Negotiate loan conditions with applicants
- Maintain accurate lending records
- Collaborate with underwriting teams
- Support loan closings and documentation
- Provide clients with financial guidance
- Stay current on industry trends and regulations
- Meet lending volume and quality targets
- Promote lending products to prospective clients
- Assist in developing credit policies
- Coordinate with legal and compliance departments
- Respond to client inquiries in a timely manner
- Track application status through the pipeline
- Use financial analysis software and tools
- Present loan proposals to senior management
- Ensure proper collateral evaluation
- Support community business development
Compensation
Competitive salary based on experience
Work Arrangement
On-site
Team
Part of the commercial lending division
About Us
We are a member-focused financial cooperative serving individuals and businesses through personalized services and community engagement. Our mission emphasizes financial wellness and long-term relationships.
Benefits
- Comprehensive medical, dental, and vision coverage
- Retirement savings plan with employer contribution
- Paid time off and holidays
- Professional development opportunities
- Employee assistance program
- Tuition reimbursement
- Wellness programs
- Life and disability insurance
Not available
