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Form of workPOSITION PURPOSE
Responsible for providing clerical support for loan and other business services activities. Prepares and files a variety of documents. Processes member business loan requests, and opens new member business accounts. Opens mail and performs miscellaneous clerical functions as needed. Provides high quality and professional service to members, and acts in support of the Commercial Portfolio Service Team
ESSENTIAL FUNCTIONS AND BASIC DUTIES
- Assumes responsibility for the effective performance of assigned clerical, secretarial, and account processing functions.
- Opens business accounts.
- Monitors and compiles adequate supplies of business service offerings for branches. Orders checks for businesses. Sends out merchant supplies and mails merchant statements.
- Tracks and ensures appropriate business account opening information is received from branches in a timely manner.
- Orders checks for businesses, sends out merchant supplies,
- Processes invoices and GL reimbursements
- Scan, organize and file various forms of documentation
- Maintains, organizes, updates and prepares files for internal audit business files.
- Prepares appropriate vendor reviews
- Processes flood certification, 4506-T requests, business credit report requests,
- Sends out adverse actions for loan denials
2. Assumes responsibility for establishing and maintaining effective business relations with members.
- Assists with questions and problems courteously and promptly.
- Obtains and conveys information as needed.
- Maintains the Credit Union's professional reputation.
- Assumes responsibility for establishing and maintaining effective communication, coordination, and working relations with Credit Union personnel and with management.
- Attends and participates in meetings as required.
- Assists, supports, and replaces Business Services personnel as needed.
- Develop and maintain strong working relationsip with all branch staff to assist with any needs
- Keeps management informed of area activities and of any significant problems.
- Assumes responsibility for related duties as required or assigned.
- Completes special projects as assigned.
- Ensures that work area is clean, secure, and well maintained.
PERFORMANCE MEASUREMENTS
- Business accounts are opened in accordance with established policies and procedures.
- Document preparation is accurate, neat, and timely.
- Files are accurate and well organized.
- Miscellaneous clerical functions are efficiently and effectively completed.
- Professional working relations exist with members. Assistance is provided as needed. Questions are answered courteously and promptly.
- Good working relations and communications exist with Credit Union personnel and with management. Assistance and support are provided as needed. Management is appropriately informed.
QUALIFICATIONS
Education/Certification: High school graduate or equivalent.
Required Knowledge: Basic knowledge of business account services and procedures, helpful not required
Familiarity with Business Loan programs and service requirements.
Familiarity with general loan documentation helpful.
Experience Required: Prior experience helpful, particularly in a financial environment.
Skills/Abilities: Accurate and attentive to detail.
Project management skills and well organized.
Strong typing abilities.
Ability to assist, direct and coordinate others.
Able to use computer, adding machine, copy machine, and basic business equipment.
Maintains high degree of confidentiality.
Good interpersonal and public relations skills.
Solid analytical, creative, and problem-solving abilities.
Able to work well independently.
Use of Excel, Word and Adobe acrobat
