BUSINESS SERVICES SPECIALIST I
POSITION PURPOSE
Responsible for providing clerical support for loan and other business services activities. Prepares and files a variety of documents. Opens, monitors, updates, and services business accounts. Opens mail and performs miscellaneous clerical functions as needed. Provides high quality and professional service to members.
ESSENTIAL FUNCTIONS AND BASIC DUTIES
Assumes responsibility for the effective performance of assigned clerical, secretarial, and account processing functions.
Opens, monitors, maintains and services business accounts.
Monitors and compiles adequate supplies of business service offerings for branches. Orders checks for businesses. Sends out merchant supplies and mails merchant statements.
Assist with the preparation of annual loan reviews under $50,000.
Tracks and ensures appropriate business account opening information is received from branches in a timely manner.
Orders checks for businesses, sends out merchant supplies, processes payment history requests, payoff letter requests, lien releases and business member / department mailing needs
Processes invoices and GL reimbursements
Scan, organize and file various forms of documentation
Assists and compiles information related to members research requests
Maintains, organizes, updates and prepares files for internal audit business files.
Prepares appropriate vendor reviews
Monitors negative accounts and assists resolutions in business collections
Processes flood certification, 4506-T requests, business credit report requests, approves RDC requests
Ensures mortgage recordings and final title policies are received
Sends out adverse actions for loan denials
Assumes responsibility for establishing and maintaining effective business relations with members.
Assists with questions and problems courteously and promptly.
Obtains and conveys information as needed.
Maintains the Credit Union's professional reputation.
Assumes responsibility for establishing and maintaining effective communication, coordination, and working relations with Credit Union personnel and with management.
Attends and participates in meetings as required.
Assists, supports, and replaces Business Services personnel as needed.
Develop and maintain strong working relationsip with all branch staff to assist with any needs
Keeps management informed of area activities and of any significant problems.
Assumes responsibility for related duties as required or assigned.
Completes special projects as assigned.
Ensures that work area is clean, secure, and well maintained.
PERFORMANCE MEASUREMENTS
Business accounts are opened, monitored, serviced, and maintained in accordance with established policies and procedures.
Document preparation is accurate, neat, and timely.
Files are current and well organized.
Miscellaneous clerical functions are efficiently and effectively completed.
Professional working relations exist with members. Assistance is provided as needed. Questions are answered courteously and promptly.
Good working relations and communications exist with Credit Union personnel and with management. Assistance and support are provided as needed. Management is appropriately informed.
QUALIFICATIONS
Education/Certification:
High school graduate or equivalent.
Required Knowledge:
Basic knowledge of business account services and procedures, helpful not required
Familiarity with business loan programs and service requirements.
Familiarity with general loan documentation helpful.
Experience Required:
Prior experience helpful, particularly in a financial environment.
Skills/Abilities:
Accurate and attentive to detail.
Project management skills and well organized.
Strong typing abilities.
Ability to assist, direct and coordinate others.
Able to use computer, adding machine, copy machine, and basic business equipment.
Maintains high degree of confidentiality.
Good interpersonal and public relations skills.
Solid analytical, creative, and problem solving abilities.
Able to work well independently.
Use of Excel, Word and Adobe acrobat
CASE Credit Union was chartered on February 19, 1936, to serve Lansing area teachers and administrators as Lansing Teachers Credit Union. From operating within Lansing High School with 180 members, today, over 85 years later, we serve a membership of over 45,000 members and operate five branches throughout the Greater Lansing area, while controlling over $384 million in assets. We pride ourselves on living our mission of assisting members and employees to achieve financial success through service that is superior, convenient, and easy to use. CASE is a Community Development Credit Union (CDCU). A CDCU is a credit union with a mission of serving low and moderate-income people and communities.
CASE prides itself on having a culture focused on diversity and inclusion, reflected in having received the 2020 Lansing Area Economic Partnership (LEAP) Diversity award. Additionally, at CASE Credit Union, we're committed to hiring the best and brightest. Just as we are dedicated to helping our members achieve success, we are dedicated to helping our employees grow and thrive. That's why we are proud to offer a team-oriented working environment, with competitive salaries and benefits, and countless opportunities for growth and advancement. CASE Credit Union offers affordable medical, dental, and vision and provides disability insurance and life insurance to our employees at no cost to them. We also provide tuition reimbursement for those who desire to continue their education while working with us. Come work with CASE Credit Union and experience exciting career opportunities in the financial industry.
Committed to being an Equal Employment Opportunity employer, and providing an inclusive workplace.
