Top 85 Finance Jobs in Benzie County Mi

Commercial Loan Underwriter
TBA Credit Union —Traverse City, MI
- $60,000 - $80,000 a year
- Sales
- Computer literacy
- Basic math
Quick Apply
Universal Banker, EXPERIENCED (NO WEEKENDS REQUIRED)
First Community Bank-Michigan —Traverse City, MI
- Urgently hiring
- Mid-level
- Office
- Driver's License
- Health insurance
- Dental insurance
Quick Apply
F&I Manager
Confidential —Traverse City, MI
- $80,723.86 - $117,245.00 a year
- Full-time
- Clean driving record
- Management
- Dealership
- Paid holidays
- Health insurance
Quick Apply
Wealth Management Trainee (MI)
Bankers Life —Traverse City, MI
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Services Professional - Hybrid Remote (MI)
Bankers Life —Traverse City, MI
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Financial Services Specialist / Teller - Traverse City
MSU Federal Credit Union —Traverse City, MI
- From $18 an hour
- Overtime
- High school
- Mid-level
- Office
- Paid parental leave
- Paid holidays
Quick Apply
Sr. Financial Analyst
SCP Health —Traverse City, MI
- $63,275 - $93,663 a year
- Full-time
- Management
- CPA
- Computer Science
- Paid holidays
- Health insurance
Insurance and Financial Services Position - State Farm Team Member
Matt Wetmore - State Farm Agent —Beulah, MI
- $20 - $45 an hour
- Full-time
- Mid-level
- Office
- 3 years
- Paid time off
- Opportunities for advancement
Quick Apply
Client Relationship Analyst
Morgan Stanley —Traverse City, MI
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Associate Relationship Banker- Traverse City Main - Traverse City, MI
JPMorganChase —Traverse City, MI
- Weekends as needed
- Military
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
9h
Commercial Banker
Mercantile Bank —Traverse City, MI
- Full-time
- Customer service
- 5 years
- Mid-level
- Health savings account
- Employee stock purchase plan
Quick Apply
Finance Director
BAY AREA TRANSPORTATION AUTHORITY —Traverse City, MI
- $123,269 - $166,413 a year
- Full-time
- CPA
- Office
- Bachelor's degree
- Paid holidays
- Disability insurance
Quick Apply
Bakery Controller
Sara Lee Frozen Bakery,LLC —Traverse City, MI
- $150,000 - $170,000 a year
- Overtime
- Word processing
- Finance
- Bachelor's degree
Quick Apply
Customer Experience Banker (Traverse City, MI)
Huntington Bank —Traverse City, MI
- Full-time
- Military
- Office
- High school diploma or GED
5d
Mortgage Retail Banker
Nicolet National Bank —Traverse City, MI
- Mid-level
- Office
- Finance
- Paid holidays
- Health insurance
Quick Apply
Insurance and Financial Services Position - State Farm Team Member
Susan Rauser - State Farm Agent —Traverse City, MI
- $72,000 - $80,000 a year
- Full-time
- Office
- Entry level
- Under 1 year
- Paid holidays
- Health insurance
Quick Apply
Financial Planning Assistant
Hantz Group —Traverse City, MI
- Full-time
- Office
- High school diploma or GED
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply
HFA Financial Advisor Senior - Branch
Huntington Bank —Traverse City, MI
- Full-time
- Mid-level
- Office
- High school diploma or GED
Mortgage Underwriter
State Savings Bank —Traverse City, MI
- Full-time
- Mid-level
- 2 years
Quick Apply
Wealth Management Advisor - Bay Harbor/Traverse City, MI
Greenleaf Trust —Traverse City, MI
- Full-time
- 5 years
- Office
- Microsoft Office
- Retirement plan
Quick Apply

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finance jobs near benzie county mi

Commercial Loan Underwriter

TBA Credit Union
Traverse City, MI

Quick Apply

Job Details

$60,000 - $80,000 a year

Qualifications

Underwriting
Phone communication
Computer literacy
High school diploma or GED
Data-driven problem-solving

Full Job Description

The primary purpose of this position is to assist TBACU to live out its mission, “To serve our community and build trusted relationships.” A key component of this service is to identify members’ needs and provide appropriate TBACU product solutions which ultimately helps the credit union grow. To adequately and effectively serve members and TBACU team members by providing prompt and accurate financial data and maintaining financial security.

Responsible for evaluating the financial health of commercial loan applicants by conducting in-depth credit analyses and preparing detailed reports. This role supports sound lending decisions by assessing risk, interpreting financial data, and collaborating with lending teams to ensure compliance and accuracy. Encourage positive communication with internal and external members in accordance with credit union service standards. Actively promote credit union sales and service culture.

Ensuring outstanding service to internal and external members is delivered in alignment with our Service Standards which state.

I will provide an immediate and friendly greeting.
I will service you with a smile.
I will address you by name.
I will give you my full attention.
I will make recommendations to improve your financial well-being.
I will treat you with courtesy and respect.
I will thank you for your business.
I will respond to messages before the end of the day.

ESSENTIAL FUNCTIONS

To perform the job successfully, an individual must be able to perform each essential duty satisfactorily.

Ensure outstanding service to internal and external members is delivered aligned with our Service Standards, Service Behaviors & Expectations.
Meet established expectations.
Analyze financial statements and credit data to assess the creditworthiness of commercial loan applicants and existing members.
Review, analyze, and underwrite member business loans within established authority and policies.
Prepare detailed credit analysis reports and recommendations for loan approvals or denials.
Have a strong understanding of state and federal Member Business Lending rules and regulations.
Support other lending areas as needed, including consumer and mortgage lending.
Maintain accurate and up-to-date records of credit analysis and loan documentation.
Maintain thorough knowledge and ensure compliance with credit union policies and standards as well as all applicable regulatory requirements.
Maintain comprehensive knowledge of credit union products, specifically as they relate to commercial products and services.
Maintain confidentiality by avoiding unauthorized disclosure of member information.
Ability to be bonded.
Ability to clear credit and criminal history check.
Compliance with the U.S Patriot Act and the Credit Union’s Bank Secrecy and OFAC Policies and Procedures.
Compliance with the Gramm-Leach-Bliley Act and the Credit Union’s Information Security program, maintaining the privacy and security of information, systems, and locations.

DUTIES & RESPONSIBILITIES

The following statements are intended to describe the general nature and level of work being performed by the position. It is not intended to be exhaustive list of all duties, responsibilities, and skills required of this position. Other duties may be assigned to meet business needs.

Conduct thorough financial analysis including ratio analysis, cash flow analysis, and trend analysis.
Verify, spread and analyze commercial/ag member financials using analytics software for preparation of loan packages and credit presentations.
Oversee documentation, monitor and review member files and loan performance.
Complete risk ratings and file review of commercial credit when necessary. Proactively monitor existing loans for changes in financial condition and risk.
Collaborate with team to gather necessary documentation and information.
Assist in the development and improvement of credit policies and procedures.
Assist in gathering necessary information for auditors and examiners and work with the audit team as requested.
Utilize Abrigo/Sageworks software for credit analysis and risk rating when applicable.
Project professional and courteous behavior.
Provide routine information on credit union products and services.

QUALIFICATIONS & EXPECTATIONS

The requirements listed below are representative of the expectations of the person performing this job.

Strong analytical and problem-solving skills.
Ability to work independently and manage multiple tasks effectively.
High level of attention to detail and accuracy.
Maintain a positive and cooperative approach towards work and working with co-workers and members.
Service focused behavior with strong commitment to excellence.
Self-motivated and willing to learn new technology and applications.
Ability to work as part of a team.
Possess good time management and organizational skills, and the flexibility and determination to handle deadlines and a wide variety of duties each day.
Ability to take initiative in recommending/making changes to improve efficiencies.

PHYSICAL REQUIRMENTS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Ability to lift 25 pounds.
Able to sit or stand for 2-4 hours at a time.
Ability to communicate effectively via phone, video conferencing, and email.

WORK ENVIRONMENT

Remote capable position.
Will require occasional travel for training or meetings.
Collaborative and professional work environment.
Must maintain a neat and orderly work area.
Protect the confidentiality of credit union employees and members by locking or removing items from desk/workstation when away.

EDUCATION & EXPERIENCE

High school diploma or equivalent, required.
Bachelor’s degree in business, Accounting, Finance, or a related field or equivalent work experience, preferred.
Minimum of 2 years’ experience as a Credit Analyst/Underwriter.
Experience with Abrigo/Sageworks software is highly desirable.
Excellent understanding of math applications.
Possess excellent listening, clear verbal and professional written communication skills.
Familiarity with credit union operations and lending practices is preferred.
Proficient in Windows Operating System and Microsoft Office Suite/ o365 Suite.
- Advanced ability and experience with using Excel
- Strong typing (Includes: 10 keys) and basic technology problem solving skills.

INTENT AND FUNCTION OF POSITION DESCRIPTIONS

All descriptions have been reviewed to ensure that essential functions and basic duties have been included. Position description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this position. In no instance should duties outlined be interpreted as all inclusive. Additional functions, duties and requirements may be assigned as deemed appropriate.

Quick Apply

Refine Your Search

finance jobs in benzie county mi

Commercial Loan Underwriter

Universal Banker, EXPERIENCED (NO WEEKENDS REQUIRED)

F&I Manager

Wealth Management Trainee (MI)

Financial Services Professional - Hybrid Remote (MI)

Financial Services Specialist / Teller - Traverse City

Sr. Financial Analyst

Insurance and Financial Services Position - State Farm Team Member

Client Relationship Analyst

Associate Relationship Banker- Traverse City Main - Traverse City, MI

Commercial Banker

Finance Director

Bakery Controller

Customer Experience Banker (Traverse City, MI)

Mortgage Retail Banker

Insurance and Financial Services Position - State Farm Team Member

Financial Planning Assistant

HFA Financial Advisor Senior - Branch

Mortgage Underwriter

Wealth Management Advisor - Bay Harbor/Traverse City, MI

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