10824 N Dale Mabry Hwy, Tampa, FL 33618, USA
Job Description
Posted Wednesday, July 31, 2024 at 4:00 AM
Join the DFCU Financial team today, and discover the benefits, rewards and development opportunities from one of the largest and best managed credit unions in the country.
The Opportunity: We are seeking a Credit Admin Specialist to join our team in the Tampa, FL area. This role will perform support functions within the credit department, assist the Credit Analysts and perform special projects as assigned.
What You’ll Do:
- Perform pre-underwriting due diligence on incoming loan requests including but not limited to consumer credit bureaus, flood certifications, OFAC, UCC Search, Corporate Search, EDR, Property Assessor, etc.
- Review documents received into electronic credit files for completeness and proper labeling.
- Scan financial records to Fiserv and update date in the credit monitoring system.
- Bid and order appraisals and environmental reports.
- Maintain and update the WIP report.
- Take minutes at DLC and ELC loan meetings.
- Prepare agenda and loan packages for DLC and ELC loan meetings.
- Send notification to Board members for DLC meetings, arrange teleconferences, DirectorPoint, etc.
- Compile data for preparation of loan reports for Board reports.
- Perform research requests for Business Bankers (level 1 requests only).
- Assist with annual review process under guidance of Credit Department Manager.
- Complete required compliance training and testing.
- Other duties, as assigned.
What You'll Need:
- High school diploma or equivalent; college course work in Business Administration or Finance preferred.
- Familiarity with financial data, such as tax returns, financial statements and loan terminology.
- Ability to learn and adhere to credit union policies, procedures and Federal and State banking regulations, including compliance with Bank Secrecy Act/Anti Money Laundering (BSA/AML) program.
- Ability to handle multiple priorities, prioritize and meet deadlines.
- Strong attention to detail; analytical and problem-solving skills.
- Knowledge of Microsoft 365.
- Excellent interpersonal skills to provide superior service.
- Consistent positive, cooperative, self-motivated and professional behavior.
What We Offer:
- Potential for a hybrid work schedule.
- 401k plan match, dollar for dollar up to 4%.
- 401k additional employer contribution after one year at 5%.
- Employee bonus program.
- Medical, dental and vision insurance effective date of hire.
- Health savings account (HSA).
- Flexible spending accounts for medical and dependent care expenses.
- Wellness initiatives and reimbursements.
- Pre-paid legal services plan.
- Identity protection plan.
- Short & long term disability plans paid for by company.
- Company provided basic life insurance of $50,000 plus supplemental for employee, spouse and child.
- Pet Insurance.
- Free financial planning assistance.
- Numerous fun employee events throughout the year.
- Volunteer and community engagement opportunities.
- Discounts with local and national companies through DFCU Perks.
- Service / anniversary awards.
- Employee discounts for company logo wear.
- Employee referral payouts for recruiting your friends and family.
- Paid lunch time.
- Tuition reimbursement / Education assistance.
- Ongoing training opportunities.
- Paid time off.
- Paid holidays (~10 per year).
Equal Opportunity Employer / Disabled / Veterans
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