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