Jobs · OTHR · New York

Member Business Relationship Specialist

SeaComm · Massena, NY · 2 days ago
OTHR$19.54–$21.54/hrFull-time

Responsibilities

  • Meet with members and prospective members as assigned to assist in the development of current and future business opportunities.
  • Generate referrals to the Member Business Loan Officer for follow up.
  • Absent from the Member Business Loan Officer, represent lenders in communications with members, prospects and third parties.
  • Works within 3rd party software programs as they pertain to each loan product (Symitar, Laser Pro, Cash Suites).
  • Act as back up to the Analyst in preparing proposals in Cash Suites for MBL Equipment and MBL/BPL Real Estate loans.
  • Book and service the member business loan while it is open.
  • Maintain the loan files including ongoing gathering of financial statements and monitoring of taxes and insurance.
  • Aid in the MBL application process including collection and recording of required information and documentation.
  • Aid in the process from commitment to closing including sending reviewed and final documents to attorney for review.
  • Aid with account services, remote deposits, payroll and other clerical duties.
  • Aid with the collection process.

Requirements

  • One year to three years of similar or related experience.
  • A high school education or GED.

Skills

  • Experience managing and prioritizing multiple time-sensitive tasks with accuracy and proficiency.
  • Excellent verbal and written communication skills.
  • Ability to work independently, as a member of a team and across credit union departments.
  • Proficiency with software such as word processing, spreadsheets, account processing and loan documentation.

Benefits

  • Paid Time Off
  • Paid Holidays
  • 401K Plan
  • Medical
  • Dental
  • Vision
  • Flexible Spending Account
  • Option for Life Insurance
  • Dependent and Spouse Life Insurance
  • Short Term Disability Insurance
  • Long Term Disability Insurance
  • Accident Insurance
  • Options for Hospital Indemnity Insurance
  • Options for Specified Disease Insurance
  • Pet Insurance
  • Legal/ID Shield Options
  • Employee Referral Program
  • Paid Volunteer Day
  • Employee Loan Discounts

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