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Business Banking Specialist - Michigan
DFCU Financial
- 🇺🇸 United States
- On-site
- 1 day ago
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. Â
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What You’ll Do: Â
- Provide administrative support for Business Bankers, including drafting and finalizing correspondence, copying and data input. Â
- Perform loan administration activities for the Business Banking group including processing, closing, funding, monitoring and maintaining files with current information. Â
- Prepare required documentation for loan submission to obtain approval. Â
- Coordinate the collection of data for pipeline reporting, tracking, production reporting and loan status. Â
- Ensure the work-in-process report is updated to reflect all changes to loans in process. Â
- Prepare lists for borrowers identifying outstanding items needed for credit underwriting and closing. Â
- Serve as the secondary point of contact for Business Bankers, including third party vendors and internal partners for information and loan processing. Â
- Perform, monitor and track the tax verification process, including implementing standard procedures. Â
- Complete required regulatory training. Â
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What You’ll Need: Â
- Bachelor’s degree or equivalent experience. Â
- Three years of commercial member assistance, financial services, or sales experience. Â
- Strong attention to detail. Â
- Ability to organize, plan and prioritize work to accomplish goals within established deadlines. Â
- Ability to focus on key issues and make decisions under pressure of time constraints. Â
- Proficient in Microsoft 365.   Â
- Demonstrated analytical and problem-solving skills.   Â
- Able to initiate and embrace change.  Â
- Excellent interpersonal skills, including written and verbal communication, and ability to work in a team environment.
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Business Banking Specialist - Michigan · DFCU Financial