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Commercial Services Administrative Coordinator

Company: Hoosier Hills Credit Union
Location: Paoli
Posted on: November 26, 2022

Job Description:


The Commercial Services Administrative Coordinator ensures that HHCU business members are consistently satisfied in the service they receive and creates a member experience that surpasses expectations with every interaction.
Are you a driven, organized, and enthusiastic customer service professional interested in commercial banking? Are you committed to being a trusted resource in developing and expanding the commercial membership? Do you value team involvement and personal growth through sharing and implementation of creative ideas that provide membership business value and enhance a positive work environment? Do you want to be a part of a company that works to be better for its members by making a positive difference in their lives and the communities they serve?
If so, this may be the opportunity for you:
The Commercial Services Administrative Coordinator is located at Hoosier Hills Credit Union, Paoli Annex.
This role offers a comprehensive benefits package and salary commensurate with your experience with a range of $18.78-$28.17.
What You'll Do:


  • Provide immediate greeting to Credit Union guests. Direct and provide general information and establish credible relationships with members and prospective members through consistent high-quality service.
  • Open and perform maintenance on commercial deposit accounts.
  • Answer multiple-line phone and direct calls.
  • Activate and link commercial accounts in Q2 Central. Troubleshoot Q2 issues for commercial members including but not limited to wires, ACH transfers, user management, remote deposit, and automatic loan payments.
  • Perform commercial account opening follow-up calls. Order checks and debit cards, assist with online banking and troubleshoot.
  • Complete commercial research requests and account verification forms.
  • Assist commercial lenders with follow-up calls and written correspondence to obtain financial statements, proof of collateral insurance, etc. Assist with preparation of Requests for Credit Analysis and Streamlined Scoring Matrix. Assist with preparation of Request for Proposal (RFP) documents for the ordering of appraisals on commercial real estate. Submit RFP to Property Valuation Officer.
  • Schedule commercial loan closings, organize and deliver loan closing documents. Conduct loan closings as requested.
  • Prepare reports as requested for executive leadership, board of directors and regulatory agencies.


    Ideal Candidates Have:


    • Associate degree in business or finance related area or equivalent combination of experience and education.
    • 3-5 years of customer service experience, preferably in the commercial or financial industry.
    • Professional, well-developed interpersonal skills for dealing with members, prospective members, third-party providers, and credit union staff, and projecting a positive image as a representative of the Credit Union.
    • Proficient organizational skills and ability to multi-talk. Excellent verbal and written communication skills.
    • Ability to gather and analyze data. Sound judgement to solve-to-day problems and apply broader aspects of established practices to situations, which go beyond clear, concise guidelines.


      Equal Employment Opportunity Employer

      PM19

      Ideal Candidates Have:

      • Associate degree in business or finance related area or equivalent combination of experience and education.
      • 3-5 years of customer service experience, preferably in the commercial or financial industry.
      • Professional, well-developed interpersonal skills for dealing with members, prospective members, third-party providers, and credit union staff, and projecting a positive image as a representative of the Credit Union.
      • Proficient organizational skills and ability to multi-talk. Excellent verbal and written communication skills.
      • Ability to gather and analyze data. Sound judgement to solve-to-day problems and apply broader aspects of established practices to situations, which go beyond clear, concise guidelines.


        Equal Employment Opportunity EmployerPI196369094

Keywords: Hoosier Hills Credit Union, Bloomington , Commercial Services Administrative Coordinator, Other , Paoli, Indiana

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