Credit Union:

Clackamas Federal Credit Union


Oregon City, OR



Job Description:



Pay Range

$20.00 – $25.00 per hour


Expand your career and join the Clackamas FCU Business Services Team!


Our Business Services Specialist at Clackamas Federal Credit Union is responsible for providing a variety of clerical duties of moderate complexity for the Business Services department including organizing, maintaining, and auditing department records and files, preparing loan documents, reviewing documents for accuracy, and answering and responding to telephone calls and emails. To be successful in this position requires good time management skills, be resourceful, and have strong organization.


Here is a snapshot of what our Business Service Specialist has an opportunity to do daily:

  • Perform filing of documents by scanning into the imaging system and working with paper files.
  • Perform a variety of duties including correspondence, reports, and preparing loan documentation.
  • Funds approved loans and audits documents for accuracy.
  • Completes system updates for business accounts and loans.
  • Requesting new and required documents; communicate with borrowers to request financial documents to ensure quality and compliance with loan documents for business accounts and loan risk reviews.
  • Review and prepare business loan documents and disburses funds, verifying all required documentation is present.
  • Monitor existing loans on system to ensure accuracy of loan balances, rates, margins, and maturities.
  • Ordering appraisals, title reports, flood certifications, and other documents from third party vendors as necessary.
  • Contact borrowers as necessary for missing documents, insurance information, etc.
  • Opens and disperses mail within the department.
  • Monitors and orders department supplies.
  • Meet or exceed sales and service goals, contributing to branch and member growth.


Other items of note that are expected:

  • Committed to integrity by remaining updated on all credit union procedures and policies and applicable compliance rules and regulations.
  • Interested in learning additional tasks through training and/or knowledge base for career advancement.
  • Using account resources, refer or cross-sell member-focused products and services.
  • Proactively and thoughtfully contribute to branch and member growth
  • Daily operation of basic computer operating systems, word processing tools, email platforms, internet functionality, and Credit Union core systems.
  • Maintain strict confidentiality regarding all non-public data and uphold the financial integrity of the Credit Union.
  • Establish and maintain productive and effective working relationships with the Clackamas team.
  • This position requires NMLS registration at the time of employment. Clackamas Federal Credit Union will initiate the NMLS registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site ( ) provides the MU4R questions and registration required for employment in this position.


Frequently Asked Questions:


What does it take to qualify?

  • Two years of similar or related duties (as outlined in the essential functions), including time spent in similar or preparatory positions.
  • A high school degree or GED.



What kind of Work Schedule?

  • FULL-TIME – 8:30 AM – 5:30PM Monday thru Friday


Pay Range?

  • Based on experience ranging from 20.00 – 25.00 per hour




Partial payment upon first full cycle pay check, and after successful completion of six months of employment.



If you are ready to partner with an organization whose mission is to improve lives and has been serving Clackamas County for over 60 years. Apply now! Your new career awaits.



Medical, Vision and Dental

PTO (begins earning on hire date)


Student Debt Repayment

Education Reimbursement

Long and Short Disability

Life Insurance

EAP (employee assistance plan)

And coming soon on-site GYM.