Business Loan Underwriter
Company: CASE Credit Union
Location: East Lansing
Posted on: January 22, 2023
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Job Description:
POSITION PURPOSEResponsible 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. Can be hybrid once seasoned into
the role.ESSENTIAL FUNCTIONS AND BASIC DUTIES1. Assumes
responsibility for the effective performance of assigned clerical,
secretarial, and account processing functions.a. Opens business
accounts.b. Monitors and compiles adequate supplies of business
service offerings for branches. Orders checks for businesses. -
Sends out merchant supplies and mails merchant statements.c. Tracks
and ensures appropriate business account opening information is
received from branches in a timely manner.d. Orders checks for
businesses, sends out merchant supplies,e. Processes invoices and
GL reimbursementsf. Scan, organize and file various forms of
documentationg. Maintains, organizes, updates and prepares files
for internal audit business files. -h. Prepares appropriate vendor
reviewsi. Processes flood certification, 4506-T requests, business
credit report requests,j. Sends out adverse actions for loan
denials2. - Assumes responsibility for establishing and maintaining
effective business relations with members.a. Assists with questions
and problems courteously and promptly.b. Obtains and conveys
information as needed.c. Maintains the Credit Union's professional
reputation.3. Assumes responsibility for establishing and
maintaining effective communication, coordination, and working
relations with Credit Union personnel and with management.a.
Attends and participates in meetings as required.b. Assists,
supports, and replaces Business Services personnel as needed.c.
Develop and maintain strong working relationship with all branch
staff to assist with any needsd. Keeps management informed of area
activities and of any significant problems.
-QUALIFICATIONSEducation/Certification: -High school graduate or
equivalent.Required Knowledge:
Keywords: CASE Credit Union, East Lansing , Business Loan Underwriter, Other , East Lansing, Michigan
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