Business Services Associate

All In Credit Union; Daleville (AL); On-site; USD 32,000 - 48,000; Full time

Job summary

All In Credit Union in Daleville, AL is seeking a Business Services Associate to support lending, deposits, and treasury management. You will handle documentation, onboarding of treasury products, and maintain business borrower files to serve members promptly and professionally.

The role involves processing loan requests, performing due diligence, and assisting with annual reviews while delivering excellent member service and cross-selling services.

Qualifications

• Two years of financial industry experience preferred.
• Understanding of commercial loan products and services preferred.
• Knowledge of loan processing functions and related requirements and procedures preferred.

Responsibilities

• Entering loan requests into the system for underwriting.
• Assist with due diligence on business loans (title work, flood determination, appraisals, UCC lien search, insurance on collateral).
• Review of closed loans to ensure lien perfection and proper imaging.
• Opening of new deposit accounts.
• Onboarding new treasury management products.
• Assist members with treasury management products training.
• Monitor maturing loan reports and gather information for renewals.
• Assist with annual loan reviews.
• Handle member inquiries by phone and email to provide excellent service.
• Research new products for business members.
• Assist branch staff with business deposit, loan, and treasury management issues.
• Other duties to promote the credit union and service members.

Skills

Financial industry experience

Education

2-year college degree

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Business Services Associate

Business Services Department Regular Full-Time Clerical Business Services Department, Daleville, AL, US

2 days ago Requisition ID: 2364

Salary Range: $23.03 To $34.52 Hourly

Are you passionate about business lending, deposits, and treasury management? As a Business Services Associate, you will be responsible for receiving documents necessary for originating commercial loans and deposit accounts, assisting with document preparation, and maintaining all business borrower files. Your position is vital to supporting members during the implementation of treasury management products, ensuring that members and prospective members are promptly and professionally served while also providing general Credit Union information as well as cross-sells and services.

KEY RESPONSIBILITIES:

• Entering loan request into appropriate system for underwriting
• Assist with due diligence on business loans to include ordering of title work, flood determination, appraisals, UCC lien search, insurance on collateral
• Review of closed loans to ensure lien perfection and all documentation is imaged for proper record keeping
• Opening of new deposit accounts
• Onboarding new treasury management products
• Assisting with training members on uses of treasury management products
• Monitor maturing loan reports and gather information needed for renewals
• Assist with annual loan reviews
• Receives phone calls from members and responds to emails as necessary to provide excellent member service
• Research new products and services for business members
• Assist branch staff with issues pertaining to business deposit, loan, and treasury management products
• Other duties as necessary to promote the credit union and provide service to its members

WHAT YOU BRING TO THE TEAM:

Experience: Two years of financial industry experience preferred, Understanding of commercial loan products and services preferred, Knowledge of loan processing functions and related requirements and procedures preferred

Education : Minimum of 2-year college degree preferred

Loan training or certification preferred

Why Join Us?

At All In Credit Union, we believe in building a supportive and inclusive environment where members and team members alike feel valued. We offer opportunities for professional growth and community involvement within a dynamic, purpose-driven organization.

We are committed to fostering a workplace culture that exemplifies our values: Sparkle—embracing Smiling, Passion, Accountability, Resilience, Kindness, Listening, and Empathy.

Commitment to Equal Opportunity

All In Credit Union is an Equal Opportunity Employer. We are dedicated to fostering an inclusive, member-focused environment. We fully accommodate employees with disabilities while ensuring exceptional service. We are proud to be an Equal Opportunity Employer of Females, Minorities, Veterans, and Disabled individuals, and we maintain a drug-free workplace.

Ready to Make a Difference?