Business Loan Specialist

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Full Time CL 15th Ave Branch, Longview, WA, US

30+ days ago Requisition

Salary Range: $22.63 to $32.41 Hourly

Job Code BLNSPI

FLSA Status Non-Exempt

Reports To VP of Business Lending

Dept Business Lending

Supervises None

Wage

Revised March 2026

Assist and support Business Lending Management in all aspects of the Business Lending Program, but with a primary focus of providing timely and professional service to our existing members and business borrowers. Specialists should possess in-depth knowledge of the various core software programs used by the credit union, such as Symitar/Xperience, OnBase, Zavanta and a working knowledge of the Microsoft Office suite of products.

The Specialist I should demonstrate prudent decision-making capability, advanced time management skills and organizational abilities to support department management and our existing borrowers. The Specialist I should also have a general understanding of consumer loans such as auto, credit card and lines of credit, but does not have to be a seasoned producer. This position will support the production of any Business Loan Specialist II on staff and ultimately be cross‑trained to originate their own small business loans.

• Administrative Responsibilities - Manage past due loans and communicate with members as needed. Be the primary reviewer/responder to email referrals, voicemails, and requests for loan information originating on our website. Assist members with servicing needs such as statement requests, setting up automatic loan payments, wire transfers, loan payoffs, etc. Scan file contents to OnBase for records management. Monitor and maintain various weekly or monthly business status reports including paid loans, delinquency, or maturity review.
• Business Lending & Processing - Working knowledge of business and consumer loan products. Primary product focus are credit cards, lines of credit, vehicle, and equipment loans that are below $100,000. A Loan Specialist I does not have loan underwriting/approval authority, but they may assist with origination of business loan requests, collection of necessary documentation, and preparation of loan documents while acting as a primary contact point in responding to business loan referrals from branch staff, the Contact Center, or outside parties.
  
  They should communicate in a professional manner to ensure member retention and provide excellent quality service.
  • A Loan Specialist I may support lending decisions by evaluating and analyzing the financial condition of individuals and businesses and their repayment ability. They should understand proposed loan terms and make limited observations about the financial prospects of various loan requests and provide support to BLSIIs and the ABLM with the preparation and presentation of new loan packages.
• Compliance - Comply with credit union policy and procedures through review of credit files, collateral records and loan agreements. Possess a cursory understanding of the rules and regulations associated with business lending as dictated by the Washington State Department of Financial Institutions (DFI), Washington Administrative Code (WAC) and the National Credit Union Association (NCUA).

• Provide accurate information on Credit Union policies & procedures to members and prospective members.
• Maintain ongoing relationships with business members.
• Perform duties in fast-paced environment while simultaneously and effectively managing and prioritizing workload.
• Participate in an atmosphere of cooperation and teamwork to maintain and improve staff relations.
• Complete ongoing education through successful completion of courses identified as requirements or electives by Red Canoe Credit Union.
• Other duties as assigned by supervisor / manager.

• Must be bondable.
• Demonstrate excellent verbal and written communication skills.
• Ability to handle the urgencies and complexities commensurate with the position, arriving at…