BUSINESS SERVICES ASSISTANT
Company: Allegacy Federal Credit Union
Location: Winston Salem
Posted on: November 25, 2022
Position Title: Business Services Assistant Reports To: Business
Services Administration Supervisor Role Accountability At Allegacy,
theres a common thread that runs through all of us. Its our
commitment to doing right and our promise to members to always do
the right thing for their wellbeing. Every employee in our
organization is accountable to living out our brand in meaningful
ways as our promise motivates our beliefs, our behaviors, and the
benefits we share together. This position works directly with
Business Services Officers and Members with loan and deposit needs
in delivering the mission of Allegacy. The position supports the
Business Services department in meeting deadlines and fast changes
in priority as needed. The ability to assist in relationship
management and interface with members internally and externally is
important. Specific Accountabilities Guide the loan process from
approval through loan closing. This will include direct
communications with the members, loan officers, attorneys,
appraisal groups, insurance agents, inspectors, loan servicing, as
well as others.
Review Approvals and gather all needed due diligence items, review
all documentation, and compile complete loan file.
Work closely with Loan Servicing for loan documentation for all
Request financial information, pull credit reports, request
insurance renewal documents, request document corrections from
members, and clearing exceptions.
Assist in the proper documentation, exception management, and
review of accounts.
Review inspections and loan approvals to ensure proper funding of
Assist Loan Officers with past due loan accounts and maturing loans
by reviewing reports and inquiring with the borrower and loan
Assist Members with servicing such as loan and account research,
new account and membership setup, transactions, and provide
solutions to member issues.
Support the Allegacy mission to broaden Member relationships by
helping to identify opportunities with Allegacy partners such SEGs,
Investments, Benefit Solutions, Payroll, Treasury Services,
Electronic Banking, Payment Systems, and our retail financial
Work closely with Treasury Services Officer and lender in the
set-up, maintenance of accounts and treasury products.
Completion of all required compliance training to include BSA.
Other duties as assigned. Knowledge, Skills and Abilities The
Business Services Assistant shall demonstrate knowledge of Business
Services type products and services with an emphasis on operating
firms, commercial real estate and residential construction loan
originations, documentation, and servicing. A working knowledge of
compliance, lien recordation, lending laws and regulations, title
and hazard insurance, and the jargon involved in all third party
reports is recommended. Excellent phone, verbal, and written skills
(to include word processing, spreadsheets, power point and data
base management) are required. Familiarity with loan documentation
programs and servicing will be beneficial. Education and Experience
Education Required: High School Education
Education Preferred: Degree or certificate in business or
accounting preferred. Experience may be substituted for formal
Experience Required: Two years of Commercial Lending related
experience or two years Allegacy Business Lending related
Keywords: Allegacy Federal Credit Union, Winston-Salem , BUSINESS SERVICES ASSISTANT, Other , Winston Salem, North Carolina
Didn't find what you're looking for? Search again!