POSITION SUMMARY

Primarily responsible for managing the life cycle of business relationships. This includes handling lending operations, deposit and treasury services, and ongoing account management. Key responsibilities involve loan processing and closings, setting up and maintaining business accounts, providing support for treasury services, tracking collateral and ticklers, and delivering high-quality member service. This position ensures accuracy, compliance, and operational excellence across all business services.

QUALIFICATIONS

Requires a flexible, organized individual with attention to detail and knowledge of credit union products and services. Essential qualifications include at least 2 years of experience in business lending, deposit operations, or treasury services. Must promote and demonstrate a positive, professional image with the capacity to develop an atmosphere of cooperation and teamwork with credit union personnel. Must possess the ability to prepare and complete detailed documentation, organizational skills, the ability to manage multiple tasks, and the capacity to learn new systems. Good written and verbal communication skills are also required.

PHYSICAL REQUIREMENTS

Must be able to view a terminal screen and operate a computer keyboard. Must be able to communicate clearly and effectively. Must be able to sit or stand for prolonged periods. Position may require light lifting.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Process approved business loans from documentation through funding. Coordinate with members, lenders, and third parties to ensure timely closings. Accurately book loans and disbursements in the core system.
• Oversee the onboarding and management of business deposit accounts and treasury products. Manage Business Digital Banking relationships, process daily ACH originations, and troubleshoot treasury service issues.
• Manage business deposit and loan accounts, including signers and permissions. Oversee account changes, such as ownership updates and authorized users, ensuring all documentation is accurate, complete, and retained.
• Perfect and track collateral, including UCC filings, titles, mortgages, and assignment of rents. Manage ticklers for financial statements, insurance, appraisals, renewals, and covenants. Proactively follow up on missing or expiring documentation.
• Serve as a primary operational contact for business members. Respond to inquiries related to loans, deposits, and services. Resolve service issues accurately, timely, and professionally.
• Ensure compliance with credit union policies, procedures, and applicable regulations. Assist with audits, exams, and internal reviews. Identify and implement process improvements that enhance efficiency and member experience.
• Additional duties as assigned.

ProFed is an EEO employer – M/F/Vets/Disabled