Business Banking Specialist - Michigan

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 full time Business Banking Specialist to join our team in Michigan. This role is responsible for providing support to Business Bankers and clients from origination to closing, including pre- and post-closing documentation, preparing loan packages, and attending loan closings. Effectively balance service, quality, compliance and relationship building with internal and external partners.

What You’ll Do:

• Provide administrative support for Business Bankers, including drafting and finalizing correspondence, copying and data input.

• Perform loan administration activities for the Business Banking group including processing, closing, funding, monitoring and maintaining files with current information.

• Prepare required documentation for loan submission to obtain approval.

• Coordinate the collection of data for pipeline reporting, tracking, production reporting and loan status.

• Ensure the work-in-process report is updated to reflect all changes to loans in process.

• Prepare lists for borrowers identifying outstanding items needed for credit underwriting and closing.

• Serve as the secondary point of contact for Business Bankers, including third party vendors and internal partners for information and loan processing.

• Perform, monitor and track the tax verification process, including implementing standard procedures.

• Complete required regulatory training.

What You’ll Need:

• Bachelor’s degree or equivalent experience.

• Three years of commercial member assistance, financial services, or sales experience.

• Strong attention to detail.

• Ability to organize, plan and prioritize work to accomplish goals within established deadlines.

• Ability to focus on key issues and make decisions under pressure of time constraints.

• Proficient in Microsoft 365. 

• Demonstrated analytical and problem-solving skills. 

• Able to initiate and embrace change. 
• Excellent interpersonal skills, including written and verbal communication, and ability to work in a team environment.

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
• Adoption assistance for qualified expenses maximum $10,000 per child
• Wellness initiatives and reimbursements
• Pre-paid legal services plan
• Identity protection plan
• Accident supplemental 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
• Employee loan discounts (closed-end loans)
• 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
• Leadership development program
• Paid time off
• Paid holidays (13 per year)
• Flexible scheduling for students

Equal Opportunity Employer / Disabled / Veterans