Business Loan Processor

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Job description

POSITION PURPOSE

Responsible for providing clerical support for loan and other business services activities. Prepares and files a variety of documents. Processes member business loan requests, and opens new member business accounts. Opens mail and performs miscellaneous clerical functions as needed. Provides high quality and professional service to members, and acts in support of the Commercial Portfolio Service Team

ESSENTIAL FUNCTIONS AND BASIC DUTIES

• Opens business accounts.
• Monitors and compiles adequate supplies of business service offerings for branches. Orders checks for businesses. Sends out merchant supplies and mails merchant statements.
• Tracks and ensures appropriate business account opening information is received from branches in a timely manner.
• Orders checks for businesses, sends out merchant supplies,
• Processes invoices and GL reimbursements
• Scan, organize and file various forms of documentation
• Maintains, organizes, updates and prepares files for internal audit business files.
• Prepares appropriate vendor reviews
• Processes flood certification, 4506-T requests, business credit report requests,
• Sends out adverse actions for loan denials

QUALIFICATIONS

Education/Certification: High school graduate or equivalent.

Required Knowledge: Basic knowledge of business account services and procedures, helpful not

required. Familiarity with business loan programs and service requirements. Familiarity with general loan documentation helpful.

Experience Required: Prior experience helpful, particularly in a financial environment.

Skills/Abilities:

• Accurate and attentive to detail
• Project management skills and well organized
• Strong typing abilities
• Ability to assist, direct and coordinate others
• Able to use computer, adding machine, copy machine, and basic business equipment.
• Maintains high degree of confidentiality
• Good interpersonal and public relations skills
• Solid analytical, creative, and problem-solving abilities
• Able to work well independently
• Use of Excel, Word and Adobe acrobat