Commercial Support Specialist (on-site)

Job Details

Job Location

Temple Headquarters - Temple, TX

Position Type

Full Time

Education Level

High School

Job Category

Banking

Description

Texell Credit Union, voted "One of the Best Credit Unions to Work For" by The Credit Union Journal, is seeking a Commercial Support Specialist to work on-site at our Temple, TX headquarters!

Texell was named one of the Best Credit Unions to Work for in the nation by the Credit Union Journal. Texell has been honored with the Excellence in Lending Award from CUNA Mutual Group, the Desjardins Adult Financial Literacy Award from the Texas Credit Union League, the Best Bank/Credit Union by the readers of the Temple Daily Telegram, Best Credit Union by the readers of the Killeen Daily Herald and the Belton Journal and consistently earns the highest five-star, superior rating for financial soundness from Bauer Financial.

As a Commercial Support Specialist, You Will

• Use Microsoft Excel to create and update numerous management reports. Discern meaningful trends and anomalies and recommend decisions to management.
• Assist and act as a backup to the Management Support Officer with their duties as needed.
• Support the commercial lending department with requesting, receiving, processing, and organizing financial reports from commercial loan borrowers
• Support the commercial departments' strategic initiatives and project roadmap. Also support project testing for other departments.
• Track documents, update documents, request updated documents and account maintenance for existing commercial loans. This will require out of office work and errand running.
• Assisting in creating commercial reports for the department, management, and the board.
• Perform such other functions and special projects that might be needed from time to time and assists others to complete tasks and work assignments.
• Compose, type, file, fax and/or copy correspondence to members, business associates, vendors, and staff.
  
  

Qualifications

• High school diploma or GED. A bachelor’s degree is a plus.
• 2 - 5 years of experience in a fast-paced organization. Financial institution experience a plus.
• Ability to maintain strict protocol and confidentiality and consistently exhibit a professional image
• Experience working in a professional office environment, managing projects and meeting strict deadlines
• Demonstrated advanced proficiency in Microsoft Excel, Word, and Powerpoint, along with general proficiency with other mainstream productivity software applications (Excel and Word testing performed before hiring)
• Must possess very strong analytical, project management, and communication skills
• Obsessively detail oriented and thorough, and always punctual
• Exceptional written & verbal communication skills; ability to multi-task, anticipate, and prioritize
• Proactive self-starter with excellent follow-up and time management skills; must be a team player and willing to jump in and assist where needed without being asked
• Self-motivated with the ability to work independently and efficiently with very little direction
• Capable of handling fast-paced, innovative, and constantly changing environment, and interacting with a wide variety of people with diverse personalities
• Positive and energetic attitude and disposition, even in the face of adversity and conflict (you must love your job)
  
  

We Want You To Know

• Texell offers an excellent benefits package, including health, dental, vision, 401K with a dollar for dollar match up to 6%, paid vacation time, and paid sick leave! Vacation and sick time accruals start on your 1st day with the credit union.
• Texell holds company events such as Yearly Awards Banquet, Employee Family Day, Back to School Supplies for your Kids, and more!
• We participate in sporting events such as the annual Corporate Challenge!
• Texell is passionate about helping our community and we volunteer for several events each month with our team called Texell Serves.