Overview

  • 3+ years of experience in commercial or business lending and servicing within a progressive and driven financial services company.
  • Must have worked in the Boulder market recently with an existing book of business.
  • Must have experience with C&I and construction lending

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.

Essential Functions include:

Effectively market, develop and implement effective business development strategies to ensure goals and objectives are met.

Be actively engaged in ensuring the client has compelling and competitive products and services and an outstanding delivery of those to our members.

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, services and regulations.

Cross-sell other credit union products and services.

Actively and effectively manages the commercial portfolio.

Adheres to all applicable Federal and State laws and regulations governing the Credit Union, including the Bank Secrecy Act (BSA).