Business Banking Operations & Lending Specialist

ProFed Credit Union; Fort Wayne (IN); On-site; USD 52,000 - 70,000; Full time

Job summary

ProFed Credit Union in Fort Wayne, Indiana seeks a results-oriented professional to manage the life cycle of business relationships, including lending operations, deposit and treasury services, and ongoing account management.

You will oversee loan processing and closings, onboarding of business accounts, treasury support, collateral tracking, and ensuring compliance and quality member service across all business activities.

Qualifications

• Requires at least 2 years of experience in business lending, deposit operations, or treasury services.
• Ability to prepare and complete detailed documentation, with strong organizational skills.
• Excellent written and verbal communication skills.
• Promote a positive, professional image and teamwork within credit union personnel.

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.

Skills

Credit union products

Business lending

Deposit operations

Treasury services

Written communication

Verbal communication

Organizational skills

Multi-tasking

Job description

ProFed Credit Union in Fort Wayne, Indiana seeks a results-oriented professional to manage the life cycle of business relationships, including lending operations, deposit and treasury services, and ongoing account management.

You will oversee loan processing and closings, onboarding of business accounts, treasury support, collateral tracking, and ensuring compliance and quality member service across all business activities.