Business Lending Portfolio Specialist

4 weeks 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.


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