Business Associate

Harborstone Credit Union; Friday Harbor (WA); On-site; USD 34,440 - 52,348; Full time

Benefits offered by this job

401(k) match

Medical/dental/vision

Paid time off

Professional development

Employee recognition

Job summary

Harborstone Credit Union in Friday Harbor, WA is seeking a Business Associate to support the business lending team. You will manage loan documentation, onboarding, and operational tasks within the LOS, ensuring accurate records and timely processing. The role emphasizes strong organization, customer service, and collaboration with Loan Officers and vendors.

Qualifications

• High school diploma or equivalent required.
• Minimum of two years of experience in a financial institution.
• Proficiency in MS Word, Excel, and Outlook.
• Excellent customer service and organizational skills.
• Strong attention to detail and accuracy.
• Ability to work independently and collaboratively.

Responsibilities

• Build and maintain business relationships in the LOS.
• Onboard and maintain borrower, guarantor, affiliate, collateral, and loan records.
• Facilitate loan origination and processing activities.
• Collect borrower documentation and supporting reports.
• Coordinate vendor services and reports (title, flood, UCC, environmental reports).
• Ensure timely documentation and compliance.

Skills

Strong customer service

Organizational skills

Time management

Detail-oriented

Independent worker

Education

High school diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Join Harborstone Credit Union—Where We Build Dreams and Change Lives

At Harborstone Credit Union, we're more than a financial institution—we're a team united by a shared purpose: building dreams and changing lives for generations to come. Recognized as one of Washington's best workplaces, we foster a culture built on kindness, accountability, growth, and collaboration.

If you're detail-oriented, enjoy working behind the scenes to keep operations running smoothly, and want to make a meaningful impact on local businesses and communities, we'd love to meet you.

Why Harborstone?

At Harborstone, our mission is simple: Building Dreams, Changing Lives. We believe the best workplaces are built on trust, kindness, accountability, and collaboration. Here, you'll find:

• Competitive pay: $25.39-$38.08/hour DOE
• 401(k) with employer match
• Medical, dental, and vision coverage
• Employer contribution toward dependent medical premium
• Generous paid time off and holidays
• Professional development and career growth opportunities
• Employee appreciation and recognition programs
• Discounted employee financial products
• A mission-driven culture focused on helping members and communities thrive
• A collaborative, supportive culture that values work-life balance and employee well-being

About the Role

As a Business Associate, you'll be an integral member of our Business Lending Support team, helping drive the success of Harborstone's business lending portfolio. You'll provide operational, administrative, and compliance support throughout the loan process while working closely with Loan Officers, borrowers, and vendors to ensure an exceptional member experience.

This position is ideal for someone who thrives in a fast-paced environment, enjoys problem-solving, and takes pride in accuracy, organization, and building strong relationships.

What You'll Do

Support Business Loan Operations

• Create and maintain business relationships within our Loan Origination System (LOS).
• Ensure accurate onboarding and maintenance of borrower, guarantor, affiliate, collateral, and loan records.
• Help facilitate efficient loan origination and processing activities.
• Collect and track borrower documentation, including applications, financial statements, and supporting reports.
• Coordinate vendor services and order required reports such as:
  
  • Preliminary title reports
  • Flood certifications
  • UCC searches
  • Environmental due diligence reports
• Ensure documentation is received accurately and within required timelines.

Ensure Compliance & Accuracy

• Gather and review entity organizational documents.
• Verify ownership structures and signing authorities.
• Maintain accurate records to support lending compliance requirements and credit file integrity.

Deliver Exceptional Member Support

• Serve as a secondary point of contact for business members and borrowers.
• Assist with routine servicing requests and issue resolution.
• Support Loan Officers in facilitating smooth and timely loan closings.

Additional Opportunities to Make an Impact

• Monitor exception reports, past-due loans, and upcoming maturities.
• Create and maintain credit files.
• Review loan documents for accuracy and compliance with approved terms.
• Prepare adverse action and covenant non-compliance notifications.
• Assist with construction loan administration and project monitoring as needed.
• Collaborate across departments to continuously improve the member experience.

What You'll Bring

Required Qualifications

• High school diploma or equivalent.
• Minimum of two years of experience in a financial institution.
• Strong proficiency in Microsoft Word, Excel, and Outlook.
• Excellent customer service, organizational, and time management skills.
• Exceptional attention to detail and accuracy.
• Strong critical thinking and problem-solving abilities.
• Ability to work independently while collaborating effectively with others.
• A positive, proactive, and member-focused mindset.

Preferred Qualifications

• Experience in commercial or business lending.
• Familiarity with business entity documentation and customer due diligence requirements.
• Experience with Sageworks Loan Origination System.
• Experience with AffinityEdge core banking software.