Commercial Loan Assistant

Job Details

• Level: Entry
• Job Location:
  
  Lakeport Business Center - Klamath Falls, OR 97601
• Position Type:
  Full Time
• Education Level: Not Specified
• Salary Range: $21.00 - $31.00 Hourly
• Travel Percentage:
  Negligible
• Job Shift: Day
• Job Category:
  Banking

Sage Credit Union is a rapidly growing not-for-profit financial cooperative headquartered in Klamath Falls, Oregon. We are currently building, growing, and developing our Business Services Team. We are hiring for a Commercial Loan Assistant in Klamath Falls, Oregon.

Work with the Business Services Team which provides capital to local businesses that serve and employ members of our communities. The Commercial Loan Assistant uses organizational and decision-making skills to prioritize and complete tasks on business loans to ensure development, maintenance, and deepening relationships with business members. The Commercial Loan Assistant will play a key role in advancing the Credit Union’s mission to provide our members and communities with the opportunity to prosper.

• Collects, organizes, and retains commercial lending related documents
• Orders and obtains documentation needed for the commercial loan underwriting, which can include individual credit reports, UCC searches, and Business Registry Search
• Assembles and maintains loan files
• Assists with perfecting collateral for commercial loans
• Inputs new loans and modifications into core system
• Assists with monetary transactions for the Business Services Department as needed
• Opens Business Membership Accounts for new loans
• Assists in responding to incoming communications across a variety of channels
• Invests time and effort into personal development; learning and maintaining a current working knowledge that the team can depend on and furthers the efforts of the team to ensure a Crest experience for members, and the fulfillment of Sage Credit Union's mission.

• High School diploma or the equivalent
• Experience in a financial institution preferred

• Strong analytical, decision making, and complex problem-solving skills
• Strong written and verbal communication skills
• Excellent technical skills
• Self-motivated to learn and grow within the position
• Proven organization, prioritization, and accuracy in work

• Requires being under constant pressure for absolute accuracy within time limitations
• Requires working with disgruntled members and frequent interruptions
• Ability to lift and/or carry up to 30 pounds
• Stooping; kneeling; crouching; and reaching below, at, and over shoulder level required
• Sitting - 80%; standing and walking - 20%
• Hearing, visual, and verbal ability required

Hourly salary range: $21/hr - $31/hr this range is an estimate, based on potential employee qualifications, including bonafide factors, operational needs, and the finalized job description. The hourly salary may vary above or below the stated amounts, as permitted by applicable law.

Sage Credit Union is an Equal Opportunity Employer.