Business Lending Portfolio Manager

3 weeks ago


Tacoma, Washington, United States Sound Credit Union Full time
Job Summary:

We are seeking a highly skilled Business Lending Portfolio Specialist to join our team at Sound Credit Union. As a key member of our lending team, you will be responsible for assisting in annual loan reviews, monitoring insurance coverage, and completing annual lookbacks for loans. If you have experience working with financial data and lending documents, and are passionate about delivering exceptional member satisfaction, we encourage you to apply.

Key Responsibilities:

• Assist in annual loan reviews by gathering required financial information, pulling credit reports, and preparing necessary documents for underwriting.
• Monitor and ensure proper insurance coverage for business loans.
• Complete annual lookbacks for loans and assist with site visits as needed.

Requirements:

• 1+ years of experience with financial data and lending documents or a related position.
• Experience within a financial institution is preferred.
• High School Diploma or equivalent required.

What We Offer:

• A competitive salary range of $26.92 - $32.31 per hour, depending on experience and education.
• A comprehensive benefits package, including 100% employer-paid premiums for medical, dental, vision, and disability insurance.
• Up to 4% 401k match and an additional discretionary profit share.
• Three weeks of Paid Time Off (PTO) accrued annually, with increases over tenure.
• Up to 40 hours of employer-paid Work/Life Balance time, awarded annually.
• 10 employer-paid Federal Holidays per year.
• Up to $1,000 annual bonus when the Credit Union meets its goals, paid each November.
• Up to $50/month Gym/lifestyle reimbursement.
• Up to $5,000/year Tuition Assistance Program.
• Incentives for multilingual speakers.
• Employee Assistance Program (EAP) and Virtual Behavioral & Mental Health Services.
• Free and/or discounted banking services and loans.
• Employee Charitable Matching Program.
• FREE ORCA pass.

About Sound Credit Union:

Sound Credit Union is a leading financial institution in the Puget Sound region, with 26 full-service branches and a commitment to making a positive impact in our communities. We live by our Guiding Principles of Make a Connection, Be a Champion, and Do the Right Thing, and we're passionate about delivering exceptional member satisfaction and supporting the growth and well-being of our employees.

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