Business Services Architect: Implementation & Operations

Educational Federal Credit Union; Miami (FL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Job summary

Educational Federal Credit Union is seeking a Business Services Specialist to support the development, implementation, administration, and enhancement of the credit union's Business Services program. You will partner with leadership and cross-functional teams to optimize deposits, treasury management, and small business lending while ensuring efficient, compliant member-focused operations.

Responsibilities include driving workflow design, documentation, testing, and project coordination across

Qualifications

• Strong analytical, organizational, communication, and problem-solving skills.
• Ability to manage multiple priorities and collaborate effectively across departments.
• Proficiency with Microsoft Office applications and the ability to learn new business systems.

Responsibilities

• Support implementation of business deposit, treasury management, and small business lending products and services.
• Assist with workflow design, procedure development, forms, job aids, and operational documentation.
• Participate in requirements gathering, testing, user acceptance testing, and implementation readiness.
• Coordinate assigned implementation activities with internal departments, vendors, and consultants.
• Support the administration of Business Services products and services.
• Assist with business account servicing, loan processing, documentation, underwriting support, portfolio administration, and treasury management support.
• Maintain accurate operational records and ensure a high level of member service.
• Identify opportunities to improve efficiency, consistency, and member experience.
• Maintain and update procedures and recommend workflow improvements.
• Support change management and operational readiness initiatives.
• Support technology implementations, system enhancements, issue resolution, and vendor relationships.
• Coordinate assigned project tasks and monitor implementation activities.
• Prepare operational reports and monitor business performance metrics.
• Assist with quality reviews and recommend operational improvements. Compliance, Risk Management & Business Support
• Support compliance with applicable regulations, policies, and procedures.

Skills

Analytical thinking

Organizational skills

Communication skills

Problem solving

Tools

Microsoft Office

Business systems

Job description

Educational Federal Credit Union is seeking a Business Services Specialist to support the development, implementation, administration, and enhancement of the credit union's Business Services program. You will partner with leadership and cross-functional teams to optimize deposits, treasury management, and small business lending while ensuring efficient, compliant member-focused operations.

Responsibilities include driving workflow design, documentation, testing, and project coordination across