Commercial Lending Assistant

About the role

The Commercial Lending Assistant provides administrative support to the Business and Commercial Accounts team with loan origination and servicing responsibilities. The role also assists with questions pertaining to loan applications for new, extension, renewal and replacement for all business/commercial related lending products, including real estate, vehicles, and unsecured loans.

Responsibilities

• Provides exceptional member service; uses Service Standards in every work-related interaction.
• Actively participates in meeting the goals of the department and the Credit Union.
• Work cooperatively with others as part of a formal or informal team to accomplish department and Credit Union goals.
• Assists members and business representatives with loan inquires, ensuring exceptional service experiences.
• Serves as a support for Commercial Lending department team members, offering assistance to ensure operational efficiency and collaboration.
• Independently completes administrative responsibilities as required, including, but not limited to: answering phone calls, receiving messages, logging and disbursing correspondence, data entry, gathering and ordering reports, completing due diligence, confirming auto pay set up, pay down transactions, account openings, open and sorting mail, and composing correspondence.
• Compiles loan data, prepares reports and logs, and manages all assigned credit files and updates the required check lists and logs.
• Manages daily department operations, including scheduling appointments, creating loan files, scanning documents, relocating files, and communicating with members, members' agents, or vendors regarding tax delinquencies, loan maturities, past due payments, and insurance.
• Communicates with department leadership to recognize opportunities for efficiencies and communicate solutions.
• Exemplifies the attitude, aptitude, and ability to learn quickly and efficiently while showing assertiveness in personal development.
• Provides feedback on department policies and processes to improve efficiency and service outcomes.

Qualifications

• High school diploma or equivalent.
• One to two years of administrative experience preferred.
• Experience with Microsoft Office Suite, especially Excel and Word.
• Knowledge of credit reporting agencies and loan processing systems.
• Ability to handle confidential information with discretion.
• Excellent verbal and written communication skills.
• Strong organizational and multitasking abilities.
• Ability to work independently and as part of a team.
• Basic understanding of financial concepts and terminology.

Benefits

• Wellbeing
• Weekly pay
• 401K Retirement Savings Plan with company match
• Paid time off accrual begins upon hire, 15 paid vacation days, 11 paid holidays
• Paid sick leave
• Company-provided life insurance at twice your annual salary
• Financial Education Programs
• DoorDash DashPass Health Medical, Dental, and Vision Insurance for part-time and full-time employees
• Modern HealthCare.com subscription
• Teladoc
• Career Development
• Opportunities to apply for assistance with educational expenses through ArrowHeart's scholarship program