Commercial Lender 1

Job Duties

• Identify, prospect and originate new business with the Credit Union’s target market.
• Drive the loan application and closing process for all new commercial credit relationships and manage complex, high-level business deposit relationships.
• Oversee and/or execute loan agreements by business borrowers.
• Approve member business loans within approved loan authority and policy guidelines.
• Consult with the business membership to provide financial solutions to their financial needs through the interpretation and analysis of business tax returns and financial statements.
• Utilize penetration strategies to achieve new opportunities and build stronger relationships with existing members.
• Manage the sales process through development of leads, pipeline management and marketing strategy implementation.
• Provide recommendations and solutions that lead to better commercial loan and deposit development and sales strategies.
• Provide a superior member experience by actively listening to and assessing the needs of the member, identifying and recommending solutions, and referring members to the appropriate person or department.
• Work with the Marketing team on the development and execution of marketing strategy as it relates to business services.