Commercial Loan Representative

Role

To assist in the origination, processing, and administration of the Credit Union's Commercial Lending portfolio, with the overall objective of maintaining and increasing its asset quality; to develop new and existing small business relationships.

Experience

Knowledge and Skills:

Three years to five years of similar or related experience.

Education

A high school education or GED.

Interpersonal Skills

Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.

Other Skills

• Proven sales and customer service experience; business and financial acumen.
• Strong listening and customer service skills; skilled in making outbound calls.
• Ability to effectively engage with others and identify needs to enhance the business member relationship.
• Ability to problem solve and provide solutions to member issues
• Desire to build strong relationships with teammates and other departments through collaboration.
• Self-motivated, confident and the ability to multitask effectively.
• Must be able to operate related computer software and business equipment including Microsoft Office, ten-key calculator, computer, phone, and keyboard skills.
• Professionalism in appearance, dress and attitude is a must.