Share Email Opening Title Commercial Lending Assistant  Description   ALLEGACY FEDERAL CREDIT UNION POSITION DESCRIPTION   Position Title: Business Services Specialist (Commercial Lending Assistant)   Reports To: Supervisor, Business Services Specialists   Role Accountability   At Allegacy, there’s a common thread that runs through all of us. It’s 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. Loan types include but are not limited to business lines of credit, equipment loans, real estate and construction loans. Review Loan Approvals, determine all needed due diligence items, gather and ensure accuracy. Compile complete loan file. Work closely with Loan Servicing for closing documentation for all loan requests. Review loan documentation for accuracy and compliance with system, including internally and attorney prepared documentation. Request financial information, pull credit reports, request insurance renewal documents, request document corrections from members, and clear exceptions. Review construction inspections and loan approvals to ensure proper funding of loan accounts. Assist Loan Officers with past due loan accounts and maturing loans by reviewing reports and inquiring with the borrower and loan officers. Assist Members with servicing such as loan and account research, new account and membership setup, transactions, and problem solve member issues. Support the Allegacy mission to broaden Member relationships by helping to identify opportunities with Allegacy partners such SEG’s, Investments, Benefit Solutions, Payroll, Treasury Services, Electronic Banking, Payment Systems, and our retail financial centers. 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.       Position Requirements Knowledge, Skills and Abilities   The Business Services Specialist 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: Associate’s degree preferred. Experience may be substituted for formal education. Experience Required: Three years of banking experience.   Job Grade: 7   Full-Time/Part-Time Full-Time   Close Date   Exempt/Non-Exempt Non-Exempt   Location 023 - Allegacy - Headquarters/Westbrook   About the Organization Do you get a thrill out of helping people realize their dreams? Do you believe that strong, personal relationships are critical to financial success? Do you want to work for an organization that has its community's best interests at heart? We do, too. That's why we work for Allegacy. Here, you'll find a challenging, rewarding career in one of the most unique entities of the financial industry. Allegacy Federal Credit Union is a place where inclusion and camaraderie thrive, and where everyone is united in their commitment to serving our members.   EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.   Pay Grade None Specified  This position is currently not accepting applications. To search for an open position, please go to http://AllegacyFederalCreditUnion.appone.com WE ALSO RECOMMEND Other Jobs Within Same Category -- None found -- Other Jobs Within 60 Miles Cyber Defense Engineer in Winston-Salem, NC Posted on: 11/21/2023 [Apply Now] Systems Engineer III in Winston-Salem, NC Posted on: 2/8/2024 [Apply Now] Financial Center Manager I in Greensboro, NC Posted on: 4/4/2024 [Apply Now] Human Resources Data Analytics and Project Assistant Intern in Winston-Salem, NC Posted on: 4/25/2024 [Apply Now] Member Advisor in Advance, NC Posted on: 2/8/2024 [Apply Now]

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