What are the responsibilities and job description for the Commercial Support Generalist position at Heritage Federal Credit Union?
Start your career with Heritage Federal Credit Union!
Heritage Federal Credit Union, a Readers' Choice Best Credit Union gold award recipient, is growing thanks to the focus on helping our members and community. At Heritage, we foster a dynamic and collaborative environment where your contributions truly make a difference. As we continue to expand, we are searching for a Commercial Support Generalist to join our amazing team!
The Commercial Support Generalist plays a crucial role in the loan origination process, ensuring smooth and efficient management of commercial loan applications. This includes processing, mailing, funding, servicing, and maintaining loan files. You’ll also provide exceptional member service, communicate with vendors, and represent the credit union professionally.
As a key member of the Commercial Credit Administration Team, you’ll support commercial lenders and underwriters, delivering top-notch service to members, credit union personnel, and retail staff. Your attention to detail, organizational skills, and ability to thrive in a fast-paced environment will drive your success in this dynamic role.
What you’ll do:
- Send out appropriate disclosures (if necessary).
- Prepare commercial loan documents for purchases, renewals, modifications, and changes in terms.
- Fund and book loans via the data system at closing.
- Disburse fees collected to appropriate vendors or institutions.
- Produce and review recurring reports for exceptions, and perform research and file maintenance if necessary.
- Maintain exception reports.
- Keep management informed of area activities and any significant problems.
- Complete special projects and miscellaneous assignments as required.
Qualifications/Experience Required:
- High School Diploma.
- One to three years of previous related experience preferred.
- Detail-oriented with the ability to utilize Excel, Word, and Outlook.
- Familiarity with LaserPro, Sageworks, and Meridian Link.
- Ability to work on numerous tasks simultaneously.
- Cooperative and willing to assist others.
- Proficiency in using computer applications, including Microsoft Office, calculator, and telephone.
About Heritage Federal Credit Union
Heritage Federal Credit Union offers financial products and services to anyone who lives, works, worships, attends school, participates in programs to alleviate poverty or distress, or participates in associations headquartered in; and businesses and other legal entities, incorporated and unincorporated organizations located in; or maintaining a facility located in Gibson, Posey, Warrick, Vanderburgh, Daviess, Knox, Spencer, Pike, Perry, Crawford, Clark, Floyd, and Harrison Counties in Indiana; and Henderson, Daviess, Hopkins, Hancock, Ohio, McLean, Webster, Union, and Crittenden Counties in Kentucky; and Lawrence, Wabash, White, Gallatin, and Hardin Counties in Illinois. More information regarding Heritage Federal Credit Union can be located at heritagefederal.org.
EOE
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- On-the-job training
- Paid time off
- Professional development assistance
- Referral program
- Vision insurance
Shift:
- Day shift
- Morning shift
- No nights
Work Location: In person
