CUSO Commercial Credit Admin Specialist - Fort Worth, TX

Job Description

Texas Business Lenders Group, LLC, is seeking an experienced Commercial Credit Admin Specialist. Based in Fort Worth, we are a Credit Union Service Organization that serves the Member Business Lending functions for multiple Credit Unions primarily in Texas, including EECU. We provide underwriting and credit analysis, loan documentation, and servicing for commercial loans of our client credit unions. 

This position will be responsible for tracking incoming documents, financial statements, and other required monitoring items from borrowers for commercial loans and upload incoming items to a document archival system. This position is eligible for a $500 sign on bonus.

The incumbent will assist with accurate reporting of outstanding items pending from borrowers and communicate with lending department staff members at client credit unions for inaccurate or missing documentation. Must be detail oriented with the ability to scan and index loan documents to maintain organized loan file archives.

  

Candidates should have a moderate general working knowledge of monitoring items and terms required in commercial loan agreements and be able to identify (not produce) tax returns, financial statements, documentation, compliance, escrow, and collateral/UCC requirements for commercial borrowers.

  

Additional secondary duties may include back up and assistance for other loan operations staff or special projects, primarily related to loan portfolio monitoring and reporting, as needed.  

Candidates for the Commercial Credit Administration specialist position should possess the following education, knowledge and experience: 

  • High school diploma, or equivalent. College degree or partial completion of coursework preferred but not required.
  • A moderate general working knowledge of all types of entity documentation, compliance, escrow, and collateral/UCC requirements for commercial borrowers.
  • Ability to identify (not produce) tax returns and other financial statements.
  • Working knowledge of typical commercial loan documentation.
  • Good written, oral, and interpersonal communication skills with ability to explain documentation requirements.
  • 1-3 years’ experience in servicing of commercial loans for a financial institution in some capacity, preferably with knowledge of, or experience with, monitoring requirements and commercial loan terms, documentation, and/or escrow servicing
  • Problem solving skills and ability to prioritize.
  • Proficiency with Microsoft Office products (Word, Excel, Outlook, etc.) and moderate keyboard skills.

 

For more than 80 years, Fort Worth-based EECU community credit union has been committed to providing members A Better Way of Banking®. Today, EECU is one of the largest credit unions in Texas with over $3.3 billion in USD assets and serves over 260,000 members through 16 financial centers across North Texas. In the true spirit of the credit union philosophy “people helping people” EECU was recently honored with the Fort Worth Business Press Corporate Philanthropy Award for employee volunteerism, named Best Bank/Credit Union by the Fort Worth Star Telegram’s readers, and became the 1st credit union in Fort Worth to become Blue Zones certified for promoting employee well-being.  

TBLG and EECU are EOE/Vets/Disabled Employers.  

We are an Equal Opportunity Employer and do not discriminate against applicants due to veteran status or on the basis of disability.  

For more information on our organization and benefits please visit www.eecu.org/careers.  

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