Oklahoma's Credit Union - Oklahoma City, OK
posted 2 days ago
About the position
Oklahoma's Credit Union has been happy to help Oklahomans for over 60 years. From the beginning, OKCU has sought to keep people economically independent by helping them learn to save and borrow responsibly. We have over half of a billion dollars in assets and employ over 135 people. OKCU offers branch access at over 91 locations across Oklahoma and over 5,000 locations nationwide. We serve over 46,000 people who enjoy benefits such as low or no fees on services, higher rates on deposits, and low rates on home or auto loans. At OKCU, we are happy to guide you through a comprehensive training program to find a career path that works for you. Experience a robust benefits package and have a little fun along the way.
Responsibilities
- Provide outstanding member service and contribute to overall team effort.
- Working knowledge of commercial entity documentation including required documents for LLC's, Corporations, and DBA's.
- Working knowledge of working with title companies, Secretary of State, and appraisal companies, among other as required.
- Review business loan application checklists and collect additional documentation as needed.
- Process business loans according to processing checklists, including all aspects of business auto loans.
- Work with clients to establish new accounts as needed, including savings, certificates, checking, debit cards, checks, statements, online banking, bill pay, and merchant and payroll services.
- Perform all aspects of general member service on business loans, construction inspections and draws, business deposit accounts, and other products and services.
- Maintain assigned department reports and files.
- Monitor construction loan inspections, update draw sheets, facilitate draw requests with borrowers and staff, and verify liens weekly.
- Monitor covenant tracking, and follow up with insurance companies to acquire and archive valid property insurance weekly.
- Manage payoff requests, including producing statements upon request, processing payoffs upon receipt and releasing mortgages monthly.
- Ensure confidentiality regarding member transactions and information.
- Ensure compliance with all credit union policies and procedures.
Requirements
- High school diploma or equivalent.
- Customer service experience.
- Three years' experience in a commercial bank or commercial loan department.
- Multi-lingual capabilities to include Spanish are a plus.
Benefits
- 401(k) contribution match of up to 3%, plus additional profit-sharing match of 3%
- Volunteer opportunities to serve the community
- Gym membership reimbursement
- Comprehensive training opportunities
- Employee medical coverage 90% paid by OKCU
- Employee dental, vision and life insurance paid by OKCU
- Tuition reimbursement program
