- Demonstrate expertise with all commercial and business lending products, services, policies, and procedures.
- Represent the Credit Union to the members in a courteous and professional manner and provide prompt, efficient, and accurate service.
- Proactively assist commercial lenders with managing commercial and business member relationships.
- Onboard all new commercial and business loans on internal systems.
- Create commercial loan files with pertinent documentation for all new commercial and business loans.
- Review loan packages for accuracy and to ensure that the proper documentation is in file pre-closing and post-closing.
- Work with vendors to assist with various stages of the commercial loan process, such as title companies, appraisers, etc.
- Routinely call borrowers to ensure that all of their financial needs are being met.
- Obtain financial statements, tax returns, and other credit information for new and existing borrowers.
- Monitor loan reports and work with lender to ensure that loans are being handled as agreed.
- Manage member communication with high quality standards.
- Collect documentation from borrowers at loan origination and periodically as required by the loan agreement.
- Work with Business Services and other departments for servicing commercial accounts for new and existing borrowers, as needed.
- Provide general and specific information related to credit union services or policies.
- Respond to members' requests and inquiries and direct them to the proper person for specific information and services as needed.
- Service new and existing commercial and business accounts as assigned.
- Understand compliance issues and regulations, and attend training as directed or required.
- Performs all other duties as assigned.
- Job Related Travel - As required.
- Basic knowledge of loan processing, loan documentation, and lending policy/procedures.
- Excellent verbal and written communication skills.
- Ability to work independently with little supervision as well as in a team environment.
- Proficient in the use of Microsoft Suite (Word, Excel, PowerPoint, etc.).
- Patience, tact, enthusiasm and positive attitude toward the members and general public.
- Strong organizational skills, attention detail, and success working with clients with diverse banking needs.
- Education or experience equivalent to a bachelor's degree in related field plus one or more years' relevant job experience; alternatively, four plus years of progressive financial institution and lending experience.
- Works in a safety conscious manner which ensures that safe work practices are used in order not to pose a risk to self or others in the workplace.
- Adheres to policy on Drug Free Workplace.
- Complies with company policies and procedures and local, state and federal regulations.
- Prolonged periods of sitting at a desk and working on a computer.
- Must be able to lift 15 pounds at times.
- Must be able to access and navigate each department at the organization's facilities.
-
Loan Quality Specialist
2 weeks ago
State Employees Credit Union Santa Fe, United StatesJob Description · Job DescriptionPosition Title: Loan Quality Specialist · REPORTS TO: AVP Consumer Lending · SUPERVISES: N/A · JOB STATUS: Non-Exempt · JOB GRADE 7: $ $20.72 Targeted Hourly Rate · *This position works on-site. Remote work is not available at this time. · JOB SUM ...
-
Loan Specialist I
2 weeks ago
Sun Loan Espanola, United StatesJoin the Sun Loan Team: Where Excellence Meets Opportunity · Are you ready to embark on a rewarding career journey with a company that values your growth and well-being? Look no further than Sun Loan We are seeking dynamic individuals to join our team and become a part of our suc ...
-
Physician Assistant
11 hours ago
Christus Health Santa Fe, United States· THE OPPORTUNITY: · CHRISTUS St. Vincent is seeking an experienced Women's Health Nurse Practitioner or Physician Assistant to join our Women's Care Specialists team in sunny Santa Fe, New Mexico. This position will be clinic based, Monday-Friday. (Full time or part time or par ...
-
Nurse Practitioner
1 hour ago
Christus Health Santa Fe, United StatesJob Description · THE OPPORTUNITY: · CHRISTUS St. Vincent is seeking an experienced Women's Health Nurse Practitioner or Physician Assistant to join our Women's Care Specialists team in sunny Santa Fe, New Mexico. This position will be clinic based, Monday-Friday. (Full time or p ...
-
92G Food Service Specialist
6 days ago
Army National Guard Santa Fe, United StatesJob Description · It takes energy to keep the Army National Guard marching on, and that's where you take the lead. As a Food Service Specialist for the Guard, it's your duty to provide the sustenance your fellow Soldiers need to put their best foot forward and protect the nation ...
-
92G Food Service Specialist
2 hours ago
Army National Guard Santa Fe, United StatesJob Description · It takes energy to keep the Army National Guard marching on, and that's where you take the lead. As a Food Service Specialist for the Guard, it's your duty to provide the sustenance your fellow Soldiers need to put their best foot forward and protect the nation ...
-
Christus Physician Group Santa Fe, United StatesCHRISTUS St. Vincent is seeking a full time Gynecologist to join our Women's Care Specialists team in sunny Santa Fe, New Mexico. The team consists of OB/GYNs, midwives, and an office-based PA working collaboratively to provide full scope obstetrical and gynecological care. Our t ...
-
Financial Specialist
2 weeks ago
ATA Services Inc Santa Fe, United StatesJob Description · Job DescriptionATA Services Inc. is currently seeking to hire a Financial Specialist to work on a temporary long-term assignment with the State of New Mexico Environment Department. · Start Date: ASAP · Pay Rate: $25.00 per hour with weekly pay. · Schedule: Mond ...
-
Financial Specialist
2 weeks ago
ATA Services Inc Santa Fe, United StatesJob Description · Job DescriptionATA Services Inc. is currently seeking to hire a Financial Specialist to work on a temporary long-term assignment with the State of New Mexico Environment Department. · Start Date: ASAP · Pay Rate: $25.00 per hour with weekly pay. · Schedule: Mond ...
-
client service specialist
4 weeks ago
Thornburg Investment Management, Inc. Santa Fe, NM, United StatesApply · Description · Thornburg is a global investment firm delivering on strategy for institutions, financial professionals and investors worldwide. The privately held firm, founded in 1982, is an active, high-conviction manager of fixed income, equities, and multi-asset solutio ...
-
Physician - Gynecology
1 week ago
Christus Health Santa Fe, United StatesJob Description · CHRISTUS St. Vincent is seeking a full time Gynecologist to join our Women's Care Specialists team in sunny Santa Fe, New Mexico. The team consists of OB/GYNs, midwives, and an office-based PA working collaboratively to provide full scope obstetrical and gynecol ...
-
Bankruptcy Ledger Specialist
1 week ago
Carrington Santa Fe, United StatesCarrington · Bankruptcy Ledger Specialist · Santa Fe , · New Mexico · Apply Now · Come join our amazing team and work remote from home Bankruptcy Ledger Experience Required to be Considered · The Bankruptcy Ledger Specialist will be responsible for completing and monitoring ...
-
92Y Unit Supply Specialist
16 hours ago
Army National Guard Santa Fe, United StatesJob Description · As a Unit Supply Specialist for the Army National Guard, you will ensure that your Unit and fellow Soldiers are well supplied and equipped for any mission. · In this role, your keen eye and management ability will keep warehouse functions running smoothly. You ...
-
Financial Specialist
3 weeks ago
ATA Services Inc Santa Fe, NM, United States Full timeATA Services Inc. is currently seeking to hire a Financial Specialist to work on a temporary long-term assignment with the State of New Mexico Environment Department. · Start Date: ASAP · Pay Rate: $25.00 per hour with weekly pay. · Schedule: Monday – Friday; 8:00am – 5:00pm ...
-
Obstetrician/Gynecologist (OBGYN) Physician
3 weeks ago
ETS OBGYN Santa Fe, United StatesJob Description · Job Description$350,000+ Compensation 7 Weeks Paid Time Off Sign-on Bonus Student Loan Benefits · Full-time OBGYN position in Santa Fe, NM, in an established and growing OBGYN practice. · A new associate will have an opportunity to come into a thriving practice ...
-
Acquisition Specialist Mid
1 week ago
IMSolutions Santa Fe, United StatesIMSolutions, LLC · Acquisition Specialist Mid (CS2), Federal Government - DOI · Santa Fe , · New Mexico · Apply Now · Remote · Full Time · #1203 - DOI: Mid-Level 6 open · Share ) · IMSolutions is looking for · Mid-Level Acquisition Specialists · to support our client The D ...
-
supply technician
23 hours ago
Army National Guard Units Santa Fe, United StatesSummary THIS IS A NATIONAL GUARD TITLE 32 EXCEPTED SERVICE POSITION. NEW MEXICO ARMY NATIONAL GUARD *You must be a member of the New Mexico Army National Guard to be eligible for this position This National Guard position is for a SUPPLY TECHNICIAN, Position Description Number D ...
-
Financial Specialist
1 week ago
ATA Services Santa Fe, United StatesATA Services Inc. is currently seeking to hire a Financial Specialist to work on a temporary long-term assignment with the State of New Mexico Environment Department.Start Date: ASAPPay Rate: $25.00 per hour with weekly pay.Schedule: Monday - Friday; 8:00am - 5:00pm Location: San ...
-
Customer Service Representative
6 days ago
Capfed Santa Fe, United States** Customer Service Representative** · **Job Category****:** Retail Operations **Requisition Number****:** CUSTO003081 Showing 1 location **Job Details** · **Description** · Capitol Federal is looking for someone that is inspired by making a difference and wants to grow in the ...
-
Financial Specialist
3 weeks ago
ATA Services Inc Santa Fe, NM, United StatesATA Services Inc. is currently seeking to hire a Financial Specialist to work on a temporary long-term assignment with the State of New Mexico Environment Department. * Start Date: ASAP · * Pay Rate: $25.00 per hour with weekly pay. · * Schedule: Monday - Friday; 8:00am - 5:00p ...
Commercial Loan Specialist - Santa Fe, United States - State Employees Credit Union
Description
Job Description
Job DescriptionPosition Title: Commercial Loan Specialist
REPORTS TO: Based on Location (AVP Commercial Lending)
SUPERVISES: N/A
JOB STATUS: Non-Exempt
JOB GRADE 9: $20.77 to $25.97 Targeted Hourly Rate
*This position works on-site. Remote work is not available at this time.
JOB SUMMARY:
This employee is responsible for assisting commercial lenders in managing commercial and business lending relationships. This includes collecting documentation from borrowers, processing applications, generating loan documents, working with vendor partners, inputting loans into internal systems, and creating & maintaining loan files.
All employees of State Employees Credit Union are proactive, result driven, and fully committed to the Credit Union's mission and vision. They strive to achieve the highest standards of excellence and consistently exceed the expectations established by Credit Union Management.
Duties/Responsibilities:
Required Skills/Abilities:
Education/Experience:
General Requirements:
Must be capable to execute all terms and conditions set forth in the Employee Handbook, including but not limited to:
Physical Requirements:
State Employees Credit Union offers a highly competitive benefits package
Applications must be received by Human Resources
State Employees Credit Union of New Mexico is an Equal Opportunity Employer
Equal Opportunity Employer, including disabled and veterans.
