Role:

Work to ensure quality service in the Business Services Department; maintain records and files on all business loan requests; assist members with business loan applications, process applications and schedule loan closings.

Essential Functions & Responsibilities:

Oversees MBL insurance tracking system; contacts members to obtain coverage, and when necessary, force place coverage.

Answers incoming calls from members and branch staff concerning business accounts and provide support in explaining policies and procedures; directs member requests to the correct person to handle the request.

Track annual financial statement reviews as well as rate reviews, covenant requirements, and maturities on existing business loans.

Assists in establishing and sustaining successful small business member relationships that maximize the sale of products and services.

Works with the lending management team to ensure the highest standards for member satisfaction through timely resolution of member services issues, complaints, and problems.

Work within the department to ensure compliance with applicable laws and regulatory guidelines.

Maintains business loan pipeline reported to executive team, and within the MBL department, to ensure that member requests and loan maturities are handled in a timely and effective manner.

Reviews loan approvals to determine the necessary due diligence needed to adequately protect credit union assets.

Orders outside vendor work (appraisals, title commitments, flood certifications, Environmental Database Reports (EDR) to comply with conditions for closing in loan approvals; reviews title commitments and EDRs for potential red flags which might impact the credit union's collateral position; refers any potential defects in the lien priority to the Business Services management as needed.

Prepares business loan documents in accordance with the business loan approval and applicable laws and regulatory guidelines; selects correct documents on Compliance One system to adequately attach collateral to the loan; refers any questions about appropriate documentation to MBL management to ensure correct documents are used.

Books and funds loans in accordance with the business loan approval; enters and maintains all tracking codes to ensure quality reporting on all organizational and board reports.

Builds and maintains business loan files and ensures all documentation is complete to properly ensure lien perfection.

Represents the credit union at member loan closings at the Corporate office, branches, member business locations, title companies, or law offices.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Education:

• High school or equivalent (Required)

Experience:

• Customer service: 1 year (Preferred)
• Loan processing: 1 year (Preferred)
• Banking: 1 year (Preferred)

Ability to Relocate:

• Franklin, IN 46131: Relocate before starting work (Required)

Work Location: In person