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DF

Business Banking Specialist - Michigan

DFCU Financial
  • 🇺🇸 United States
  • On-site
  • 1 day ago

The Opportunity: We are seeking a full time Business Banking Specialist to join our team in Michigan. This role is responsible for providing support to Business Bankers and clients from origination to closing, including pre- and post-closing documentation, preparing loan packages, and attending loan closings. Effectively balance service, quality, compliance and relationship building with internal and external partners.  

  

What You’ll Do:  

  • Provide administrative support for Business Bankers, including drafting and finalizing correspondence, copying and data input.  
  • Perform loan administration activities for the Business Banking group including processing, closing, funding, monitoring and maintaining files with current information.  
  • Prepare required documentation for loan submission to obtain approval.  
  • Coordinate the collection of data for pipeline reporting, tracking, production reporting and loan status.  
  • Ensure the work-in-process report is updated to reflect all changes to loans in process.  
  • Prepare lists for borrowers identifying outstanding items needed for credit underwriting and closing.  
  • Serve as the secondary point of contact for Business Bankers, including third party vendors and internal partners for information and loan processing.  
  • Perform, monitor and track the tax verification process, including implementing standard procedures.  
  • Complete required regulatory training.  

  

What You’ll Need:  

  • Bachelor’s degree or equivalent experience.  
  • Three years of commercial member assistance, financial services, or sales experience.  
  • Strong attention to detail.  
  • Ability to organize, plan and prioritize work to accomplish goals within established deadlines.  
  • Ability to focus on key issues and make decisions under pressure of time constraints.  
  • Proficient in Microsoft 365.    
  • Demonstrated analytical and problem-solving skills.    
  • Able to initiate and embrace change.   
  • Excellent interpersonal skills, including written and verbal communication, and ability to work in a team environment.

 

Business Banking Specialist - Michigan · DFCU Financial

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