Credit Union:

TAPCO Credit Union

Region:

Tacoma, WA

Closing:

6/15/2023

Learn More

Job Description:

Starting Rate: $29.01 – $36.27/hr
Location: Tacoma, WA
Hours: Full Time, 40 hours per week

What you’ll do:

  • Act as a central resource for branch and customer service inquiries to Business Services and Commercial Lending.
  • Call on both prospective and current clients to identify needs, propose solutions and address any servicing issues.
  • Assist business members with account origination, documentation, file maintenance and account maintenance.
  • Obtain and review member entity organizational documents, determine appropriate signing authorities and request borrower or guarantor changes as necessary.
  • Provide general administrative and sales support to the Commercial Lending Team and TAPCO partners.
  • Gather business loan information and process completed loan package as requested by loan officers.
  • Obtain credit reports, income verifications, bank deposit verifications, appraisals, environmental reviews, flood hazard determinations or other documents/data required for loan approval.
  • Input data on core processing system for loan closing.
  • Interact directly with members to sign loan documents and complete the loan closing process.
  • Service business accounts by processing items such as payoffs, refinances, address changes, payment extensions, collateral releases, etc.
  • Interact directly with members to obtain tax returns, financial statements and property information as needed in conjunction with annual loan reviews.
  • Maintain an up-to-date knowledge of and adhere to the requirements of all related policies, procedures, rules and regulations required for position.
  • Maintain up-to-date knowledge on all credit union products and services. Explain and cross-sell other credit union services.
  • Maintain an understanding of and adheres to the requirements of all federal, state, and local laws, including those of the Bank Secrecy Act (BSA) and the Office of Foreign Assets Control (OFAC), as it specifically relates to the job functions.
  • Assume responsibility for other duties as required or assigned.

 

Benefits

TAPCO offers a comprehensive benefit package:

100% Employer-paid medical, vision, prescription, and dental insurance option for all full-time employees. 50% Employer-paid spouse coverage. 65% Employer-paid dependent children coverage

  • Flexible Spending Account (FSA)
  • Dependent Care FSA
  • Health Savings Account (HSA)
  • 401(k) Plan with up to 7% match
  • 100% Employer-Paid Life Insurance/AD&D package ($100,000)
  • Paid Vacation and Sick Time
  • 11 Paid Holidays + 1 Floating Holiday
  • Optional Short- and Long-Term Disability
  • Employee Assistance Program
  • 40 paid volunteer hours

 

Diversity, Equity, Inclusion, Belonging, and Accessibility (DEIBA) Purpose Statement

TAPCO embraces diversity, equity, inclusion, belonging, and accessibility (DEIBA) and is committed to creating a workplace where all stakeholders involved, regardless of gender, race, ethnicity, national origin, age, sexual orientation or identity, education, or limited mobility and abilities, feel valued and respected.

– We are committed to include diversity, equity, inclusion, belonging, and accessibility at the center of our work.

– We are committed to nondiscriminatory practices and provide equitable opportunity for all.

– We respect and value diverse life experiences and heritages and ensure that all voices are valued and heard.

– We welcome every person to bring their authentic perspective and experience to advance our mission.

– We focus on real people’s experiences to uncover and address systemic inequities.

– We address our gaps and inequities through products, practices and policies that uplift our employees, members, and community.

– We put allyship into action every day.

– We value the seen and unseen qualities that make you who you are.

Requirements

 

Your skills and experience:

  • High School Degree or equivalent.
  • Knowledge of various commercial entity structures to obtain correct and accurate loan/account documents to fully protect TAPCO’s interests.
  • Intermediate to advanced level knowledge of MS Excel and MS Word.
  • Ability to prioritize work, follow directions, meet critical deadlines, produce accurate work and work independently.
  • Effective verbal and written communication skills.
  • Professional appearance, dress and attitude.

Preferred Qualifications

  • Understanding of credit union policies and procedures.
  • 2+ years prior lending experience, preferably in commercial loan space.
  • Knowledge of XP2 and Finastra LaserPro.
  • Knowledge of state/federal business lending rules and regulations governing commercial loans and lines of credit.