Schedule

Mon- Fri

Overview

Responsible for performing a wide variety of clerical and secretarial duties related to Business Services. Receives and screens telephone calls. Types approvals, memorandums and reports. Assists with assigned loan servicing functions and reports. Performs miscellaneous support functions as assigned.

Responsibilities

1. Assumes responsibility for the effective performance of assigned secretarial and clerical functions.

a. Receives and screens telephone calls. Answers routine business questions or directs them toappropriate personnel. Records and relays messages.

b. Performs various typing tasks including correspondence, loan approvals, and reports and  miscellaneous documents as required.

c. Assists in Commercial Loan Servicing functions as assigned.

d. Completes weekly department ordering functions.

e. Receives, opens, and distributes mail daily.

f. Completes reports and assigned reports

g. Maintains Department files.

2. Assumes responsibility for establishing and maintaining effective business relations with  members, vendors, and trade professionals.

a. Assists with questions and problems courteously and promptly.

b. Maintains the Credit Union's professional reputation.

3. Assumes responsibility for establishing and maintaining effective working relations with Credit Union personnel and with management.

a. Assists and supports department personnel.

b. Coordinates activities with related departments and obtains or conveys information as needed.

c. Keeps management informed of area activities and of any significant problems.

d. Attends and participates in meetings as required.

 

4. Assumes responsibility for related duties as required or assigned.

a. Keeps department work areas clean, secure, and well maintained.

b. Completes special projects as assigned.

Qualifications

QUALIFICATIONS:

 

Training/Education/Certification:

 

• High school graduate or equivalent. Coursework in general office skills.

 

Required Knowledge:

 

• Basic understanding of business lending functions.

 

• Knowledge of related computer applications including WordPerfect and Lotus.

 

Experience Required:

 

• Prior experience helpful, particularly in a financial environment.

 

Skills/Abilities:

 

• Strong typing abilities.

 

• Excellent phone skills.

 

• Good communication and public relations skills.

 

• Very organized and attentive to detail.

 

• Willing to cooperate with and assist others.

 

• Able to use PC, printer, phones, and basic business equipment.