Business Banking Sales Operations Representative III-Hybrid

Logix Federal Credit Union; Santa Clarita (CA); On-site; USD 56,000 - 84,000; Full time

Job summary

Logix Federal Credit Union is seeking a Business Banking Sales Operations Representative III to serve as a subject matter expert in business accounts and lending. The role supports complex operations, regulatory alignment, training, and process improvements to enhance efficiency and the member experience.

You will independently process complex membership requests, collaborate to optimize workflows, and lead QA and risk mitigation initiatives while aligning with policy and regulatory standards.

Qualifications

• Demonstrated ability to work independently and collaboratively with all levels of employees, including senior management.
• Knowledge of complex business entity structure including multi-level ownership.
• Working knowledge of Credit Union/Financial Institution compliance requirements and regulations related to business account and business lending.
• Proficient knowledge of Microsoft Office suite products with the ability to prepare clear documentation, reports, tracking tools, and data summaries to support business services operations.

Responsibilities

• Independently processes complex business membership requests related to business account and lending service issues, identifies root causes, and resolves them accurately and timely.
• Leads initiative to improve quality assurance and risk mitigation efforts of business account and lending applications to ensure alignment with policy, procedures, regulatory requirements, and risk mitigation practices.
• Independently researches business related compliance rules, regulations, and laws and informs the Manager of necessary changes and required deadlines; utilizes appropriate resources to complete research, such as upper management, various consulting services, and vendors; ensure the Credit Union is adhering to policy and/or various state and federal laws.
• Collaborates with internal teams and stakeholders to improve workflows, products, services, system updates, and technology integrations while providing operational insight and recommendations.
• Responsible for testing new and existing business account and business lending processes while providing recommendations against test results.
• Partners with the Policy and Procedures department to draft, review, and update new and existing written resources including but not limited to policies, procedures, job aids, and matrices.
• Leads research efforts using report analytics, production data, and operational statistics to identify opportunities to improve product offerings, process workflows, service delivery, and team efficiency.

Skills

Independent work

Team collaboration

Regulatory knowledge

Microsoft Office

Education

High School or GED

Bachelor’s Degree

Tools

Microsoft Office

Job description

If you love connecting with people and are ready to grow your career in a company that invests in your success, we’d love to meet you. Come be part of something amazing where your contributions truly matter. If you have a passion for helping people achieve their financial goals, we are looking for you! Come be part of a thriving team!

The Business Banking Sales Operations Representative III serves as a subject matter expert in business accounts and lending, supporting complex operations, regulatory alignment, training, and process improvements to improve efficiency and the member experience.

Responsibilities

• Independently processes complex business membership requests related to business account and lending service issues, identifies root causes, and resolves them accurately and timely.
• Leads initiative to improve quality assurance and risk mitigation efforts of business account and lending applications to ensure alignment with policy, procedures, regulatory requirements, and risk mitigation practices.
• Independently researches business related compliance rules, regulations, and laws and informs the Manager of necessary changes and required deadlines; utilizes appropriate resources to complete research, such as upper management, various consulting services, and vendors; ensure the Credit Union is adhering to policy and/or various state and federal laws.
• Collaborates with internal teams and stakeholders to improve workflows, products, services, system updates, and technology integrations while providing operational insight and recommendations.
• Responsible for testing new and existing business account and business lending processes while providing recommendations against test results.
• Partners with the Policy and Procedures department to draft, review, and update new and existing written resources including but not limited to policies, procedures, job aids, and matrices.
• Leads research efforts using report analytics, production data, and operational statistics to identify opportunities to improve product offerings, process workflows, service delivery, and team efficiency.
• Administer operations of the sales incentive program, including data entries, calculations, reporting, and data hygiene.
• Provides ongoing feedback and business intelligence to management through reports, charts, statistics, and written summaries.
• Supports the development and implementation of sales goals, aligning with the credit union’s overall business objectives.
• Provides ongoing operational communications and training to Business Services Sales team members and credit union frontline partners.
• Delegated authority to review and grant appropriate account-opening and servicing exceptions, ensuring requests are evaluated consistently against policy, procedure, regulatory requirements, and risk mitigation standards while supporting timely resolution for members and internal partners.
• Works within their team and have a direct impact on themselves and their direct processes.
• Other duties as assigned.

Education

• High School or GED.
• Bachelor’s Degree a plus.

Experience

• Minimum 4 years up to 6 years of experience in a recent financial services position.

Knowledge, Skills & Ability

• Demonstrated ability to work independently and collaboratively with all levels of employees, including senior management.
• Knowledge of complex business entity structure including multi-level ownership.
• Working knowledge of Credit Union/Financial Institution compliance requirements and regulations related to business account and business lending.
• Proficient knowledge of Microsoft Office suite products with the ability to prepare clear documentation, reports, tracking tools, and data summaries to support business services operations.

Disclaimer

Logix Federal Credit Union is an equal opportunity employer that does not discriminate in employment opportunities or practices on the basis of race, religion, color, sex, sexual orientation, gender identity, national origin, protected veteran or disability status, or any other status protected by law.

Pay Range

USD $40.87 - USD $61.30 /Hr.