Business Services Associate

Commercial Alliance; Loveland (OH); On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

Competitive Compensation

Medical, Dental, and Vision Benefits

Life Insurance

Paid Time Off including vacation, sick

Employee Assistance Program

401k Match

Tuition Reimbursement

Job summary

Commercial Alliance in Loveland, OH is seeking a Business Services Associate to support the Commercial Support team with intake, underwriting, and operations. You will provide service through online and branch channels and help streamline renewals while coordinating with portfolio support.

The role requires banking knowledge, strong organization, and the ability to handle data, documents, and regulatory obligations.

Qualifications

• Bachelor's degree in business, finance, or related field.
• 1 year experience in business lending or credit.
• Strong analytical and numerical abilities with attention to detail.
• Excellent communication and teamwork skills.

Responsibilities

• Partner with the manager to align responsibilities with prioritized needs.
• Manage relationships with online and branch channels for loan requests.
• Process renewals with up-to-date financial information for accurate files.
• Escalate operational risk to the Business Services Manager.
• Collect data for submittals to Underwriting and Credit Committee.
• Support loan reviews and document collection for the portfolio.
• Assist customers with inquiries related to accounts.
• Participate in manager meetings and leadership forums.
• Perform other duties as assigned.

Skills

Commercial banking

Analytical skills

Communication skills

Time management

Customer service

Microsoft Office

Education

Bachelor's Degree in Business Administration or Finance

Tools

CRM software

Loan underwriting systems

Microsoft Excel

Job description

Here at Commercial Alliance, we do more together. We thoughtfully prepare, we get stuff done, and we celebrate. Our colleague experience is second to none, attracting top talent from across the industry.

The Culture

• Supportive Teams
• Inspiring spaces to work, recharge and collaborate

The Benefits

• Competitive Compensation
• Medical, Dental, and Vision Benefits
• Life Insurance
• Paid Time Off: Including vacation, sick days, bereavement, jury duty, disability, and holidays
• Employee Assistance Program
• 401k Match
• Tuition Reimbursement

Position

Business Services Associate

Location

Loveland, OH

Job Id

165

# of Openings

1

Business Services Associate

Commercial Alliance provides a comprehensive suite of lending services designed to help credit unions succeed with business members across six states. The Business Services Associate will assist the Commercial Support team and Manager with the overall intake, underwriting, and operational processes. Provide customer service to our online and branch channels, enhance the renewal process while working with the portfolio support team, and deliver results where needed to drive the business services team. Maintain a robust and complete pipeline and collaborate with the Business Services Manager to determine priority and support as needed in an effort to provide effective and efficient outcomes as well as meet customer needs and regulatory obligations.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Partner with the Business services manager to align responsibility with prioritized needs and embrace learning opportunities
• Manage relationships with online and branch channels through their loan requests, opportunities, and ancillary products
• Effectively work with the portfolio support team to process renewals while gathering up to date financial, personal, and business information for an accurate file
• Escalate operational risk to Business Services Manager
• Process Accountability from package creation until Credit Decision.
• Gather necessary information for submittal to Underwriting, including validation of appropriate and critical data to decision for each loan has been received and provided to credit department prior to loan being decisioned.
• Coordinate information needed for Underwriter to render a recommended decision and final decision from Credit Committee.
• Support on document collection for assigned portfolio for Loan Reviews.
• Assist with customer inquiries related to their accounts.
• Actively participate in manager meetings, peer groups, and other leadership forums.
• Perform other duties as assigned.

Required Skills/Abilities

• Understanding of policies and regulations.
• Preliminary knowledge of commercial banking and ability to analyze financial information.
• Demonstrates confidence, assertiveness, and professionalism.
• Strong organizational skills with attention to detail. Attentive to follow-ups and taking initiative.
• Ability to understand and interpret deal structures and legal documents.
• Exceptional time management, communication, and problem-solving skills.
• Basic computer skills with knowledge and ability to learn new company computer systems to increase transparency and communication with borrowers and lenders.
• Proficient with Microsoft Applications.

QUALIFICATIONS

Required

• Bachelor's Degree in Business Administration, Finance, or a related field.
• 1 years' experience working in a business lending/credit department.

Preferred

• Experience working in a multi-process team which supports the delivery of customer services and processes.
• Detailed knowledge of relevant regulatory and statutory obligations.
• Excellent verbal and written communication skills with particular focus on process mapping, report generation and data analysis.

WHAT WE OFFER

Commercial Alliance offers exciting and challenging opportunities to thrive in a dynamic, collaborative, and innovative environment. As a member of our team, you'll benefit from a competitive salary and comprehensive benefits package. Additionally, you'll have access to unique opportunities for professional and personal growth, along with recognition and rewarding experiences.

If you are a strategic thinker with a passion for delivering exceptional products and working in a fast-paced environment, we would love to hear from you.

Commercial Alliance is an equal opportunity employer. We prohibit discrimination and harassment of any kind based on race, color, religion, age, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state or local laws.