Business Specialist

LANDMARK CREDIT UNION - HARTLAND • Hartland, WI • 1h ago

JOB REQUIREMENTS: NATURE AND SCOPE This position reports to Treasury
Management Operations Manager. Responsible for overseeing the process of
preparation and assembly of commercial accounts to ensure completeness
and proper organization. Serves as liaison between Commercial Lending
and Branches to make sure commercial banking accounts, small Business
loans and Business credit cards are set up properly and in compliance.
Works commercial account pipelines, understands commercial account
documentation, commercial retail lending, cross sells Landmark\'s
products and services and follows through to obtain all required
documentation from Members, Commercial Lending and Branches. Travels to
various branches to help open complex Business Memberships. Serves as a
mentor and trainer for branch personnel. Audits account files for
completeness and accuracy. REQUIREMENTS 1. High School Diploma or
equivalent and a minimum of three years of experience as a personal
financial officer or comparable position. Preferred experience working
with business/commercial banking accounts including documentation and
auditing. 2. Proven knowledge of the business/commercial banking account
life cycle with a thorough understanding of account documentation
requirements and auditing procedures. 3. Ability to work through the
process of small business auto loans and credit cards. 4. Demonstrated
ability to provide excellent customer service for members and business
partners. 5. Experience or ability to gain proficiency in all relevant
programs and systems used for this job including Microsoft Word, Excel,
Temenos and/or other analysis software. 6. Excellent verbal and written
communication skills, problem solving skills, organizational skills, and
the ability to work independently as a valuable team member in a dynamic
environment. 7. Must have a thorough understanding of company policies
and procedures as they relate to this position. Must understand and
comply with all job-related State and federal laws and regulations.
PRINCIPAL ACCOUNTABILITIES 1. Works commercial account pipelines,
understands commercial account/lending documentation, and follows
through to obtain all required documentation from members, Commercial
Lending, and the Branches. 2. Oversees the process of preparation and
assembly of commercial accounts to ensure completeness and proper
organization. 3. Oversees the process of preparation and assembly of
small business lending accounts to ensure completeness and proper
organization. 4. Serves as mentor and trainer for all branch personnel
and assists other associates when needed. 5. Works with and travels to
branches to assist in opening complex Business Memberships. 6. Maintains
and audits all business account files. 7. Develops outbound business
development. 8. Serves as a support system to credit union personnel and
assists members... For full info follow application link. EO/AA
Employer; including veterans and individuals with disabilities
*** APPLICATION INSTRUCTIONS: Apply Online:
ipc.us/t/7427C59BC85A44E1

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