Description

Pacific Crest Federal Credit Union is hiring for the Commercial Loan Assistant in Klamath Falls, Oregon.

Assure the advancement of the Credit Union’s mission of providing our members and communities with the opportunity to prosper as a member of the Business Services Team which directly provides capital to businesses who provide services to, and employ, the members of our communities. The Commercial Loan Assistant leverages their organizational and decision-making skills to prioritize and complete tasks on numerous business loans simultaneously to ensure the development, maintenance and deepening relationships with our business members.

Who We Are...

We believe in the kind of service that comes only through a local institution, where every single person is a member — not a number. Our staff have roots here, and we care about the people we work with, both as members of our credit union, and as members of our community.

So we listen with purpose. We bring creativity to challenges. We demonstrate integrity. And we deliver a structure of financial products and services to help our members explore the scope of what’s possible.

Essential Job Functions

• Manage the collection, organization, and retention of lending related documents
• Verify and/or order and obtain all documentation needed for a commercial loan to be underwritten, which can include individual credit reports, UCC searches, and Business Registry Search
• Requests listing aids and preliminary title reports from the title company
• Assembles and maintains loan files and related documentation
• Ensures the perfection of collateral for commercial loans
• Completes and assists level 1 with the input of new loans and modifications into core system
• Performs all forms of monetary transactions for the Business Services Department
• Opens business membership accounts for new loans
• Leads in responding to incoming communications across a variety of channels
• Invests time and effort into personal development; learning and maintaining a current working knowledge that the team can depend on and furthers the efforts of the team to ensure a Crest experience for members, and the fulfillment of Pacific Crest’s mission.

Qualifications

TRAINING AND EXPERIENCE:

• High School diploma or the equivalent
• Experience in a financial institution or credit program
• Experience or training in commercial lending or the equivalent

KNOWLEDGE AND ABILITIES:

• Strong analytical, decision making, and complex problem-solving skills
• Strong written and verbal communication skills
• Excellent technical skills
• Self-motivated to learn and grow within the position
• Proven organization, prioritization, and accuracy in work

SPECIAL FACTORS AND PHYSICAL DEMANDS:

• Requires being under constant pressure for absolute accuracy within time limitations
• Requires working with disgruntled members and frequent interruptions
• Ability to lift and/or carry up to 30 pounds
• Stooping; kneeling; crouching; and reaching below, at, and over shoulder level required
• Sitting – 80%; standing and walking - 20%
• Hearing, visual, and verbal ability required

Pacific Crest Federal Credit Union is an Equal Opportunity Employer.