Commercial Loan Assistant

Position: Commercial Loan Assistant 1
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 who provide services to and employ members of our communities. The Commercial Loan Assistant uses their organizational and decision-making skills to prioritize and complete tasks on business loans to ensure the 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.

Who We Are...We believe in the kind of service that comes only through a local institution, where every single person is a member — not a number. Our staff have roots here, and we care about the people we work with, both as members of our credit union, and as members of our community.

So we listen with purpose. We bring creativity to challenges. We demonstrate integrity. And we deliver a structure of financial products and services to help our members explore the scope of what’s possible.

Essential Job Functions 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.

TRAINING AND

EXPERIENCE:

High School diploma or the equivalent

Experience in a financial institution preferred KNOWLEDGE AND ABILITIES:

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 SPECIAL FACTORS AND PHYSICAL DEMANDS:

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

Sage Credit Union is an Equal Opportunity Employer.

The good faith hourly salary range for this position is $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.
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