MEMBERS FIRST CREDIT UNION



MEMBERS FIRST CREDIT UNION

JOB DESCRIPTION

Commercial Documentation Specialist

(NON-EXEMPT)

Reports to: Commercial Services Director

Position Overview: The primary purpose of this position is to assist Members First Credit Union to deliver on its Mission: To make a positive difference in the lives of our members and our community. To achieve this mission the position must deliver high quality service to both internal and external members.

Major functions:

• Responsible for the Commercial Loan Servicing Function, recommending changes to improve business loan servicing efficiency and assisting the Business Lending Manager, as assigned including, but not limited, to the following responsibilities

o Managing the Financial Statement Tickler Updates

o Request Annual Financial Information for business loans, as required

o Responsible for UCC Tickler system for the Business Department for follow-up on continuation statements and terminations

o Responsible for managing the property tax payment verifications

o Responsible for coordinating the annual reviews

o Prepare loan docs using Laserpro

o Prepare files and scan loan documents

o Input financial information into underwriting Sageworks

Duties / Responsibilities:

• Deliver on our Service Promises in every internal and external member contact.

- I promise to treat you as an honored guest

- I promise to take responsibility for your request

- I promise to make it easy to do business with us.

- I promise to respond to your requests in a timely manner.

- I promise to identify your needs and suggest a solution that will help you achieve your financial goals.

- I promise to ensure the security of your financial information.

- I promise to show my appreciation for allowing me to serve you.

- I promise to exceed your expectations at every encounter

▪ Provide prompt, professional, helpful, knowledgeable and courteous member service

▪ Answer questions effectively and provide information as requested

▪ Prepare and process all paperwork needed to finalize a commercial loan

▪ Access credit-reporting system and review report and compare against the loan application.

▪ Secure all documents and signatures to perfect any liens or notes and security agreements.

▪ Obtain proof of insurance on collateral, when applicable.

▪ Update loan pending files on a daily basis.

▪ Processes mail as required

General duties:

▪ Attend educational functions as required.

▪ Ability to Communicate with members and other staff members clearly and concisely

▪ Must have a good working knowledge of all credit union services.

▪ Must have a good knowledge of State and Federal laws governing the commercial lending process.

▪ Other duties that may be assigned from time to time.

Education: Minimum high school graduate or equivalent.

Experience:

▪ Minimum three years experience with commercial lending documentation preferred

▪ Knowledgeable about MFCU Products and Services

▪ Be able to operate a 10 key calculator and typewriter

▪ Be experienced in operating a personal computer

▪ Be knowledgeable of Symitar

Physical Requirements:

▪ Ability to lift up to 25 pounds

▪ Able to sit or stand for 2-4 hours at a time

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