Business Lending Portfolio Specialist

7 days ago


Tacoma, Washington, United States Sound Credit Union Full time
Business Lending Portfolio Specialist

We are seeking a 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.

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.
  • Complete annual lookbacks for loans and assist with site visits.

Requirements:

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

What We Offer:

  • A welcoming environment with opportunities for professional growth.
  • A passion for community involvement and great benefits to support employee wellbeing.
  • 100% employer paid premiums for medical, dental, vision, and disability for yourself and more than 70% for dependent's premiums.
  • Up to 4% 401k match - plus an additional discretionary profit share.
  • Three weeks Paid Time Off (PTO) accrued annually to start, with increases over tenure.
  • Up to 40 hours of employer paid Work/Life Balance time, awarded annually.
  • 10 employer paid Federal Holidays every 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 $5000/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.


  • 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...


  • Tacoma, Washington, United States Acra Lending Full time

    Job Title: Account ExecutiveAcra Lending is seeking a highly motivated and experienced Account Executive to join our team in Tacoma, WA.Job Summary:We are looking for a sales professional who can develop and execute a plan to bring mortgage brokers onboard, maintain an active sales pipeline, and complete documentation for all broker and loan approvals.Key...


  • Tacoma, Washington, United States Heritage Bank Full time

    Job Title: Portfolio Risk AnalystHeritage Bank is seeking a skilled Portfolio Risk Analyst to join our team at our Southern Operations Center in Tacoma, WA.Job Summary:The Portfolio Risk Analyst is responsible for analyzing financial information and credit data to determine the risk involved in extending credit or lending money to businesses or individuals....


  • Tacoma, Washington, United States Brave New World Full time

    Job Description**About Brave New World**Brave New World is a rapidly growing vertically-integrated private equity real estate firm focused on self-storage and other alternative real estate asset classes.**Job Summary**We are seeking a highly motivated and experienced District Manager to lead and grow our portfolio of stores in their assigned region. As a...


  • Tacoma, Washington, United States City of Tacoma WA Full time

    Job DescriptionJob Title: Technology Portfolio ManagerJob Summary: We are seeking a highly skilled Technology Portfolio Manager to lead our technology portfolio and drive strategic planning, execution, and management.Key Responsibilities:Oversee the strategic planning, execution, and management of our technology portfolio.Lead cross-functional teams to...


  • Tacoma, Washington, United States Heritage Bank Full time

    Job SummaryWe are seeking a skilled Portfolio Risk Analyst to join our team at Heritage Bank. As a Portfolio Risk Analyst, you will play a critical role in identifying and mitigating potential risks associated with our investment portfolios.Key ResponsibilitiesConduct thorough risk assessments of our investment portfolios to identify potential risks and...

  • Loan Specialist

    4 weeks ago


    Tacoma, Washington, United States Sound Credit Union Full time

    Loan Specialist Job DescriptionSound Credit Union is seeking a skilled Loan Specialist to join our team. As a Loan Specialist, you will be responsible for underwriting, processing, and servicing consumer loans.Key Responsibilities:Underwrite and process consumer loans, including indirect lending and consumer lending.Evaluate creditworthiness of applicants,...


  • Tacoma, Washington, United States PNE Full time

    Job Title: Business Development ManagerWe are seeking a highly motivated and experienced Business Development Manager to join our team at Pacific Northern Environmental, LLC (PNE). As a key member of our sales team, you will be responsible for generating new leads and selling a portfolio of services to complement our current portfolio of products and...


  • Tacoma, Washington, United States 160 Driving Academy Full time

    Job Title: Business Development SpecialistJob Summary:160 Driving Academy is seeking a highly motivated Business Development Specialist to join our team. As a Business Development Specialist, you will be responsible for recruiting students into our 4-week CDL training program. You will need to develop and maintain partnerships with trucking companies,...


  • Tacoma, Washington, United States Paradise Lanes Full time

    OverviewImagine your ideal job, where every day is a new opportunity to make a difference. At Paradise Lanes, we're not just a bowling alley - we're a community hub where people come together to have fun, socialize, and create lasting memories. As a Sales Specialist/League Admin, you'll be at the heart of this vibrant community, responsible for building and...


  • Tacoma, Washington, United States Amazon Web Services, Inc. Full time

    About the RoleAmazon Web Services (AWS) is a leader in cloud computing, providing a platform for IT infrastructure in the cloud used by hundreds of thousands of developers and businesses worldwide. The Worldwide Specialist Organization (WWSO) drives revenue, adoption, and growth from large and fast-growing small- and mid-market accounts to enterprise-level...


  • Tacoma, Washington, United States Kitsap Bank Full time

    Job DescriptionAs a Financial Service Specialist at Kitsap Bank, you will play a key role in providing exceptional customer service and representing the bank in a professional manner to clients. Your primary responsibility will be to build and enhance client relationships by actively promoting the bank's products and services.Key Responsibilities:Interview...


  • Tacoma, Washington, United States Pierce County, WA Full time

    Job Summary:Pierce County is seeking an experienced Asset Management Specialist 3 to join our Planning and Public Works team. This role will utilize technical skills in data analytics and visualization to drive impactful decisions that benefit our community.Key Responsibilities:Transform complex data into actionable insights using GIS and business data...


  • Tacoma, Washington, United States Pierce County, WA Full time

    Job Summary:As an Asset Management Specialist 3 with Pierce County, you will play a crucial role in supporting the county's infrastructure management efforts. This position requires a strong background in GIS and business data analysis, with the ability to transform complex data into actionable insights. You will work closely with the Maintenance and...


  • Tacoma, Washington, United States PacificSource Full time

    Health Services Project ManagerPacificSource is seeking a skilled Health Services Project Manager to join our team. As a key member of our project management team, you will be responsible for leading cross-functional projects that drive business growth and improve customer satisfaction.Key Responsibilities:Manage assigned projects from initiation to closure,...


  • Tacoma, Washington, United States Leidos Full time

    Job SummaryLeidos is seeking a highly skilled Cybersecurity Specialist to join our team. As a key member of our Information Assurance (IA) team, you will play a critical role in ensuring the security and integrity of our systems and data.Key Responsibilities:Implement and administer information security policies, procedures, and technologies to protect...


  • Tacoma, Washington, United States Intertek Full time

    Job DescriptionIntertek-PSI is seeking a Business Development Coordinator to join our Building & Construction team in Ft. Lauderdale, FL. This role is responsible for tracking and managing sales activity, preparing RFP/RFQ responses, and assisting the Sales Team with marketing initiatives and sales promotions.Key Responsibilities:Track and manage sales...

  • Invoicing Specialist

    4 weeks ago


    Tacoma, Washington, United States SmartTalent Full time

    Job OpportunityWe are seeking a detail-oriented and process-driven Invoicing Specialist to join our team at SmartTalent. As an Invoicing Specialist, you will be responsible for creating complex invoices, gathering documentation, and preparing reports for customers and internal teams.Key Responsibilities:Interpret and apply contract language for...


  • Tacoma, Washington, United States TAPCO Credit Union Full time

    Job Title: Contact Center RepresentativeAbout the Role:We are seeking a highly skilled and customer-focused Contact Center Representative to join our team at TAPCO Credit Union. As a Contact Center Representative, you will be responsible for providing exceptional member service, resolving member inquiries, and promoting TAPCO's products and services.Key...


  • Tacoma, Washington, United States Restaurant Depot Full time

    Customer Engagement SpecialistFull-Time Opportunity$20.47/hourAs a Customer Engagement Specialist, you will play a critical role in building and maintaining relationships with our customers. Your primary responsibility will be to increase the customer base by identifying new sales opportunities and developing strategies to grow existing customer sales in...