Summary: The Loan Specialist will provide sales, service, and portfolio support for the commercial lending team, using knowledge of loan products and financial concepts. Assist with administrative tasks such as document collection and loan closing.
What is offered and the Loan Specialist:
401(k)
Dental, vision, and health insurance
Employee assistance and flexible spending accounts
Paid time off, retirement plan, and tuition reimbursement
Expectations for the Loan Specialist:
Proficiency in Microsoft Office, especially Excel
Ability to learn and navigate departmental software systems and databases
Strong attention to detail and accuracy
Ability to work independently
Excellent written and verbal communication
Strong analytical skills
Understanding of basic accounting and financial principles
Ability to work effectively with diverse individuals
Spanish language skills required
Qualifications for the Loan Specialist include:
Associate degree or equivalent relevant experience
2 years of prior lending or support experience in a credit union preferred
2 years of customer service experience, including use of customer service databases
BILINGUAL SPANISH MANDATORY
