Overview
Business Loan Processor Jobs in Westby at WCCU Credit Union
In order to be considered, you MUST apply on Paylocity at the following link: https://recruiting.paylocity.com/recruiting/jobs/All/b9944418-e383-4000-853f-3d5b60a36394/Westby-Coop-Credit-Union.
Clerical and member service work, with responsibility for properly compiling loan documentation and transactions. Work is evaluated based on accuracy, timeliness, and results.
Principal Duties and Responsibilities:
- Provide quality service to Members by preparing loan documents for all Business & Agricultural loan requests within a strict time constraint.
- Accurately input loan data to applicable systems to prepare and generate the appropriate loan package by credit type.
- Accurately include appropriate loan fees so they are included in the Disbursement Authorization.
- Order all supporting documents to provide verification for the credit such as UCC Searches, Corporate Record Searches, Child Support Lien Dockets and Ordering Title Work.
- Enter all searches into loan origination software.
- Check loan origination software facility to ensure accuracy.
- Inspect loan package to ensure all the proper documents are included.
- Verify that the loan request meets approved conditions and are within business loan policies and procedures.
- Disburse loan funds in accordance with the Loan Disbursement Authorization.
- Build collateral manager records on the core to track appropriate collateral types.
- Set up escrow, if applicable, to ensure funds are deposited for taxes & insurance.
- Set up auto transfer record, if needed.
- Occasionally close loans for loan officers.
- Track a variety of tasks and ticklers related to loan documentation and lien perfection status through reports provided by the Business Lending Operations Manager.
Work Relationships and Scope: Reports directly to the Business Lending Operations Manager. Will have regular contact with management, members, ARC and employees of the Lending Department.
Performance Dimensions:
- Must maintain the integrity of confidential business information and follow all guidelines on confidentiality.
- Provide outstanding services to co-workers & members.
- Possess the ability to attend to numerous details with frequent interruptions under the stress of maintaining courteous, effective, and timely relations with a variety of individuals and personalities.
- Promotes quality, accuracy, timeliness, reliability, and thoroughness of work performed.
- Is punctual, flexible, reliable, and demonstrates a friendly and helpful attitude.
- Possess ability to gain the trust and respect of members, management, and employees. Also maintains a positive, professional, team-oriented working relationship with staff and outside vendors.
- Enhance job growth through continuing education, as required or necessary.
Knowledge, Skills and Abilities Required:
Education/Experience:
- Post-secondary education in business, finance, or accounting preferred.
- Two to three years of experience in a financial institution with a strong background in lending & loan processing preferred.
Skills and Abilities:
- Excellent communication skills and proven effectiveness in working with management, loan originators, and loan applicants.
- Work in a courteous, respectful, and efficient manner with all co-workers.
- Comprehend consequences of various situations and refer them to the appropriate staff for resolution.
- Ability to work with a wide range of personalities in a courteous, effective, and efficient manner.
- Knowledge and ability to apply current financial service industry standards, laws, and regulations.
- Ability to present ideas, report facts and other information clearly and concisely.
- Proficient knowledge of the Microsoft Suite (Outlook, Word, Excel, PowerPoint).
- Proficient operation of a variety of general office equipment such as a computer, software applications, typewriter, calculator, telephone, copy machine, fax machine and other similar devices or programs related to the position.
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Parental leave
- Referral program
- Retirement plan
- Vision insurance
Work Location: In person
Title: Business Loan Processor
Company: WCCU Credit Union
Location: Westby
