Teams at Financial Plus Credit Union

Analyze and underwrite member commercial loan requests, renewals and modifications. Assess financial statements, collateral and industry risk; assign risk ratings, structure loans, monitor portfolio health, ensure regulatory compliance, and collaborate with Business Relationship and Portfolio Managers.

Manage day-to-day consumer lending operations, ensuring efficient loan processing, regulatory compliance, KPI monitoring, portfolio risk analysis, staff coaching, vendor management, and process improvements to drive loan growth and member service.

Provide back-office operational support for member accounts including imaging, ACH, wire and Check 21 processing, ATM and iPay/RDC administration, IRA and deceased account maintenance, reconciliations, compliance adherence, and cross-training to support daily operations.