Business Banking Relationships Specialist

Freedom Federal Credit Union; Bel Air (MD); On-site; USD 52,000 - 72,000; Full time

Benefits offered by this job

Paid time off

401k

Health benefits

Job summary

Freedom Federal Credit Union is seeking a Business Relationship Specialist to support business lending administration, member service, and operational duties. You will coordinate loan documentation from application through post-closing, assist with annual reviews, and maintain accurate records in line with policies and procedures.

The role focuses on servicing business members, coordinating referrals, and collaborating with internal departments to ensure efficient lending operations.

Qualifications

• Minimum of two years of relevant experience in business banking or lending support.
• Experience with loan documentation and commercial lending processes.
• Ability to coordinate with multiple departments and maintain accurate records.

Responsibilities

• Loan Processing, Closing, and Post Closing Support: Gather documentation, organize files, monitor pipeline, review closings, and maintain records.
• Annual Reviews and Portfolio Administration: Collect financials, assemble review packages, track deadlines, and follow up.
• Member Service and Relationship Support: Respond to inquiries, maintain accounts, and refer to appropriate services.
• Internal Collaboration and Operational Support: Respond to inquiries, research issues, and coordinate resolutions.
• Referral Management and Lead Follow Up: Contact referrals, conduct discovery, identify opportunities, and schedule appointments.
• Business Product and Service Support: Assist with credit card apps, enroll online banking, and provide initial training.

Skills

Business Banking

Member Service

Organization & Technology

Collaboration & Accountability

Education

Associate degree in Business/Finance/Banking

Job description

Freedom Federal Credit Union is seeking a Business Relationship Specialist to support business lending administration, member service, and operational duties. You will coordinate loan documentation from application through post-closing, assist with annual reviews, and maintain accurate records in line with policies and procedures.

The role focuses on servicing business members, coordinating referrals, and collaborating with internal departments to ensure efficient lending operations.