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TRUSTONE FINANCIAL CREDIT UNION

Commercial Loan Portfolio Specialist

full-time•Plymouth•$0k - $0k

Summary

Location

Plymouth

Salary

$0k - $0k

Type

full-time

Experience

2-5 years

Company links

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About this role

WHO WE ARE:
TruStone Financial is a full-service, member-owned credit union that provides simple yet competitive financial tools to empower our members’ financial well-being. Founded by teachers in 1939, TruStone Financial has since grown to the second-largest credit union in Minnesota and our 550+ employees serve more than 200,000 members across 23 locations in Minnesota and Wisconsin. Our vision is to create exceptional financial experiences, and to do that we need our exceptional people! Join our growing team and help us deliver on our mission to engage, educate and inspire our members to achieve lifelong financial well-being.

WHAT YOU’LL DO:
The Commercial Loan Portfolio Specialist will provide support to the Commercial Lending team to ensure a high level of commercial loan portfolio quality. This includes monitoring the portfolio, reports, service participation loans, and covenants while maintaining compliance with regulations, policies and procedures. This position is also responsible for providing assistance with various commercial lending tasks as needed and demonstrating a strong internal and external customer service focus throughout.

 

WHAT YOU’LL BRING:
Availability to work 40 hours per week Monday through Friday between the hours of 8:00am – 5:00pm at our Plymouth Corporate Office location; non-exempt.

In addition:

  • Bachelor’s degree, preferably in Business or related, or equivalent work experience.
  • 2+ years of related experience, preferably in the financial services industry. 
  • Experience with credit/business lending, preferred.
  • PC proficiency with Microsoft Office Suite, Internet, and Outlook/E-mail or equivalents.   
  • Excellent written and verbal communication skills.
  • Demonstrated ability to work in a multi-tasking environment, to include organizing and prioritizing work.
  • Ability to work individually and as a team player, being flexible and dependable.
  • Ability to work in a complex, rapidly changing environment.
  • A high level of professionalism while displaying strong interpersonal skills.
  • Compliance with the Bank Secrecy Act and all its provisions.
  • Ability to pass a pre-employment drug test and various background checks.
  • Regular and reliable attendance at the workplace.

 

WHAT WE OFFER:

The salary range for this position is $19.00 to $24.00 per hour. In addition, we offer: 

  • Competitive pay and incentive programs for all positions.
  • Health insurance with the ability to choose which plan option is best for you – a Traditional Health Plan or Health Savings Plan.
  • Affordable dental and vision insurance coverage.
  • Earn 22 days of paid time off annually for full-time employees with an equivalent accrual for part-time employees – and, the longer your tenure, the more PTO you’ll have to enjoy.
  • 10+ paid holidays each year.
  • Up to 16 hours of paid time annually to volunteer for organizations you are passionate about.
  • 401(k) with 50% employer match on the first 6% you contribute – plus, after one year of service, an additional 3% safe harbor employer contribution that is immediately 100% vested regardless if you are contributing or not.
  • Eligibility for profit sharing opportunities in the form of a contribution to your 401(k) account.
  • Employer-paid Short Term and Long Term Disability benefits.
  • Employer-provided life insurance up to 2.5x your base salary with the option to purchase additional coverage for yourself, spouse and eligible dependents. 
  • Reimbursement for higher education expenses of up to $5,250 per calendar year (including tuition, books and activity fees). 
  • Career development opportunities – including our STEP job shadow program, TruStone Academy certification courses, Mentorship Program and more.
  • Special employee discounts when you join TruStone Financial as a credit union member.
  • Employee activities, events, discounts, and many other great benefits and perks!

 

TruStone Financial Credit Union is an Affirmative Action and Equal Opportunity Employer of Protected Veterans, Individuals with Disabilities and all Protected Classes.

What you'll do

  • The Commercial Loan Portfolio Specialist will support the Commercial Lending team by monitoring the loan portfolio and ensuring compliance with regulations. This role also involves assisting with various commercial lending tasks while maintaining a strong customer service focus.

About TRUSTONE FINANCIAL CREDIT UNION

TruStone Financial is a credit union driven to create exceptional financial experiences. We engage, educate and inspire our members to achieve lifelong financial well-being. Federally insured by NCUA. Equal Housing Opportunity Lender. Equal Opportunity Employer. It all began with a few teachers and a dream. Back in 1939, eight Minneapolis teachers decided to take control of their own financial security. They formed the Minneapolis Federation of Teachers Credit Union. Over the years the credit union has endured name changes, added field of memberships and expanded across the Midwest. In 2020 a merger with Firefly Credit Union – Minnesota’s first financial cooperative – made us the second-largest credit union in the state. But your goals have always been our priority, and we exist to help you reach them. As a not-for-profit financial institution, we're different from a bank because our members are our owners (people who live, work, worship, attend school, or volunteer in our membership area). Our profits are returned as competitive rates, higher investment returns and fewer fees. Federally insured by NCUA. Equal Housing Opportunity.

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Frequently Asked Questions

What does TRUSTONE FINANCIAL CREDIT UNION pay for a Commercial Loan Portfolio Specialist?

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TRUSTONE FINANCIAL CREDIT UNION offers a competitive compensation package for the Commercial Loan Portfolio Specialist role. The salary range is USD 0k - 0k per year. Apply through Clera to learn more about the full compensation details.

What does a Commercial Loan Portfolio Specialist do at TRUSTONE FINANCIAL CREDIT UNION?

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As a Commercial Loan Portfolio Specialist at TRUSTONE FINANCIAL CREDIT UNION, you will: the Commercial Loan Portfolio Specialist will support the Commercial Lending team by monitoring the loan portfolio and ensuring compliance with regulations. This role also involves assisting with various commercial lending tasks while maintaining a strong customer service focus..

Is the Commercial Loan Portfolio Specialist position at TRUSTONE FINANCIAL CREDIT UNION remote?

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The Commercial Loan Portfolio Specialist position at TRUSTONE FINANCIAL CREDIT UNION is based in Plymouth, Minnesota, United States. Contact the company through Clera for specific work arrangement details.

How do I apply for the Commercial Loan Portfolio Specialist position at TRUSTONE FINANCIAL CREDIT UNION?

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You can apply for the Commercial Loan Portfolio Specialist position at TRUSTONE FINANCIAL CREDIT UNION directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.
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