Provides first-level operational support for money movement transactions, including ACH, wires, and check processing. Ensures accurate research, documentation, and resolution of inquiries while escalating high-risk or complex issues to appropriate partners.
Engage with members across multiple communication channels to provide professional service and support for financial transactions. Identify sales opportunities and promote credit union products while maintaining high efficiency and adherence to security protocols.
Analyzes loan applications, credit reports, and financial documentation to make lending decisions in accordance with credit union policies. Communicates loan decisions to lending channels and maintains positive relationships with dealer and merchant partners.
The Commercial Portfolio Manager assists the Commercial Lending Team by managing existing credit relationships and supporting new loan originations. Responsibilities include underwriting, performing annual reviews, monitoring credit performance, and ensuring compliance with regulatory guidelines.
