1.Existing Commercial Loan Portfolio
2.Strong background and knowledge of commercial products and services as well as applicable regulations and requirements.
3.3-5 years of experience in commercial or business lending and servicing within a progressive and driven financial services company.
4.Proven success in a sales and production position within the financial services industry.
Job Description
If you join our team, here are some of the perks you can expect:
A competitive total rewards package with 4 weeks paid time off for full-time employees, work anniversary paid time off, paid volunteer time off, and 12 paid holidays
Comprehensive medical, dental, and vision plans with employer contributions to supercharge your Health Savings Account
Up to a 4% match on 401(k) contributions
Up to twelve weeks of fully paid parental leave
An extensive Employee Assistance Program that provides personalized care options for your whole household
Ample opportunity to learn, develop and grow with access to LinkedIn Learning, career and leadership development programs, job shadowing, a mentor program, and tuition reimbursement up to $5,250/year
Location
Hybrid: Employees who are able to perform the essential functions of their jobs away from an Elevations location may do so with the expectation that they are onsite at least fifty percent of the time over a two-week pay period.
Summary/Objective
Solicits, develops and services a wide variety of commercial loans and products by working with members, prospective members, referral sources and internal sources in order to meet specific production and member growth goals. Serves as the primary contact with members and the community in originating and sourcing potential deals, working with all appropriate internal stake holders to ensure members receive excellent service before, during and after the transaction. Develops strong external partnerships to ensure effective referrals and development for the future as well as acts in an advisory role with all current and prospective members to ensure excellent service and deep relationships built off of mutual trust.
Essential Functions Include
Effectively market, develop and implement effective business development strategies to ensure goals and objectives are met.
Solicit, and receive applications for loans and other products and ensure complete and accurate data from business owners.
Serve as the central point of contact for all members during the application process and ensure timely and effective communication and processing of requests.
Keep informed of current trends and external market factors regarding commercial products and services.
Cross-sell other credit union products and services.
Adhere to all applicable policies and regulations.
Actively and effectively manages the commercial portfolio.
Reports to
AVP Commercial Lending
Manages
This role has no supervisory responsibility
Required Skills, Education, and Experience
Equivalent of a bachelor’s degree in a relevant field.
Strong background and knowledge of commercial products and services as well as applicable regulations and requirements.
3-5 years of experience in commercial or business lending and servicing within a progressive and driven financial services company.
Proven success in a sales and production position within the financial services industry.
Position Type/Expected Hours of Work
Full Time
Compensation Information:
The person hired into this position will likely earn between $85,380 and $106,725, plus commission
Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
Other Duties:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
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