Credit Union:

iQ Credit Union


Vancouver, WA



Job Description:

Essential Duties:

  • As necessary process new loan requests, loan renewals, Term Loan Reviews, analyze tax returns, profit and loss statements, cash flow, credit worthiness, financial statements, credit reports, appraisals, business plans and other related documentation.
  • Prepare and present credit presentations for loan approval according to stated policy guidelines.
  • Participate in Business Development activities.
  • Ensure loans by self and others are properly documented and conform to credit union policies and procedures as well as regulatory requirements.
  • Actively manage, monitor, maintain, and reconcile existing accounts including loan participations.
  • Provide underwriting and loan structure guidance to internal and external clients.
  • Preparation and distribution of periodic and on demand reports.
  • Ability to directly perform duties and train others in processing and servicing areas including loan documentation preparation, booking, calculating interest accruals for loan participations, payoff quotes, credit ratings, maintenance of tickler systems, construction draws, recording, and government required tracking.
  • Troubleshoot accounting, servicing, or system problems.
  • Work with internal and external auditors and legal counsel.
  • Demonstrate strong regulatory knowledge applicable to this position and understand and comply with government regulations with particular emphasis on the Bank Secrecy Act (BSA), US Patriot Act and related regulations.
  • Actively participate and fulfill expectations in the Credit Union Email Security Awareness Program as outlined in the Information Security Program Acknowledgement document.