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About the Role

Landmark Credit Union is seeking a professional to oversee the preparation and assembly of commercial accounts, ensuring completeness and proper organization. This role serves as a liaison between Commercial Lending and Branches, ensuring commercial banking accounts, small business loans, and business credit cards are set up correctly and in compliance. The position involves managing commercial account pipelines, understanding documentation, and obtaining necessary information from members, Commercial Lending, and Branches. Additionally, the role includes traveling to branches to assist with opening complex business memberships, mentoring and training branch personnel, and auditing account files for accuracy.

Responsibilities

Works commercial account pipelines, understands commercial account/lending documentation, and follows through to obtain all required documentation from members, Commercial Lending, and the Branches.
Oversees the process of preparation and assembly of commercial accounts to ensure completeness and proper organization.
Oversees the process of preparation and assembly of small business lending accounts to ensure completeness and proper organization.
Serves as mentor and trainer for all branch personnel and assists other associates when needed.
Works with and travels to branches to assist in opening complex Business Memberships.
Maintains and audits all business account files.
Develops outbound business development.
Works with the Bank at Work program to strengthen relationships with businesses and Landmark.
Serves as a support system to credit union personnel and assists members with their commercial account phone inquiries.
Cross sells other products and services to members including checking accounts, certificate of deposit, business credit cards, and money market accounts.
Ongoing training to stay apprised of rapidly changing procedures, policies, and compliance changes in the business area.
Performs other duties as assigned.

Requirements

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.
Proven knowledge of the business/commercial banking account life cycle with a thorough understanding of account documentation requirements and auditing procedures.
Ability to work through the process of small business auto loans and credit cards.
Demonstrated ability to provide excellent customer service for members and business partners.
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.
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.
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.

Skills

Microsoft Word
Excel
Temenos
Analysis software
Verbal communication
Written communication
Problem solving
Organizational skills

Experience Level

Minimum of three years of experience

Education Level

High School Diploma or equivalent

About the Company

At Landmark Credit Union, we succeed by putting people first - and that starts with you.
Our culture of inclusion and collaboration enables us to support our members’ financial wellbeing, positively impact the communities we serve, and help our associates grow their careers.
Bring your authentic self to work as part of an organization where you’ll feel valued for your unique qualities, are enabled to reach your full potential, and are recognized for your contributions to our success.
We strive to ensure you feel empowered to grow and succeed, while also feeling valued and taken care of, as we all do our part to put people first.
We invite you to learn more about this and other opportunities at Landmark Credit Union.

Equal Opportunity

EEO/Veterans/Disabled