Job Information
Capital Educators Federal Credit Union Commercial Relationship Assistant in Meridian, Idaho
This job was posted by https://idahoworks.gov : For more information, please see: https://idahoworks.gov/jobs/2202824
Role: The Commercial Relationship Assistant promotes member financial well-being through assisting the Relationship Managers with the loan origination process and collaborating with team members to effectively move loans through the closing process. This position assists the Relationship Managers with maintaining asset quality and performing portfolio maintenance.
Essential Functions & Responsibilities:
- Assists commercial or business members through the loan origination process while actively listening to and inquiring about members needs with the objective of providing the ultimate member experience and value-added solutions.
- Assist Relationship Managers with new loan origination workflow, including preparing credit memorandums, gathering necessary information pertaining to due diligence, ensuring files are complete and assisting the Commercial Operations team with services necessary to transition loans to closing.
- Assist Relationship Managers and Credit Analysts with existing portfolio maintenance, including credit renewals, portfolio monitoring and reporting, annual reviews, and other pertinent duties.
- Maintain a thorough knowledge of commercial and small business lending policies and procedures and keep up to date on regulation changes.
- Maintains knowledge of all Credit Union products, services, and promotions.
- Contributes to efficient Credit Union operations by performing other job-related duties as assigned.