Business Services Coordinator

Socket.dev; Fort Wayne (IN); On-site; USD 55,000 - 75,000; Full time

Job summary

ProFed Credit Union is seeking a detail‑oriented professional to manage the life cycle of business relationships, including loan processing, closings, deposit accounts, and treasury services, while delivering high‑quality member service.

The role requires at least 2 years in business lending, deposits, or treasury services, strong documentation and communication skills, and the ability to manage multiple tasks on-site with precision.

Qualifications

• At least 2 years of experience in business lending, deposit operations, or treasury services.
• Knowledge of credit union products and services.
• Ability to prepare and complete detailed documentation.
• Strong written and verbal communication skills.
• Organizational skills and ability to manage multiple tasks.
• Commitment to accuracy, compliance, and member service.

Responsibilities

• Process approved business loans from documentation through funding, coordinating with members, lenders, and third parties to ensure timely closings.
• Oversee onboarding and management of business deposit accounts and treasury products; process daily ACH originations.
• Manage business deposit and loan accounts, including signers and permissions, with accurate documentation.
• Track collateral and related filings, renewals, and covenants; follow up on missing docs.
• Serve as the primary operational contact for business members and resolve inquiries professionally.
• Ensure compliance with policies and regulations; assist with audits and process improvements.
• Additional duties as assigned.

Skills

Business lending

Deposit operations

Treasury services

Documentation

Compliance

Communication

Organizational skills

Job description

Description

POSITION SUMMARY

Primarily responsible for managing the life cycle of business relationships. This includes handling lending operations, deposit and treasury services, and ongoing account management. Key responsibilities involve loan processing and closings, setting up and maintaining business accounts, providing support for treasury services, tracking collateral and ticklers, and delivering high-quality member service. This position ensures accuracy, compliance, and operational excellence across all business services.

QUALIFICATIONS

Requires a flexible, organized individual with attention to detail and knowledge of credit union products and services. Essential qualifications include at least 2 years of experience in business lending, deposit operations, or treasury services. Must promote and demonstrate a positive, professional image with the capacity to develop an atmosphere of cooperation and teamwork with credit union personnel. Must possess the ability to prepare and complete detailed documentation, organizational skills, the ability to manage multiple tasks, and the capacity to learn new systems. Good written and verbal communication skills are also required.

PHYSICAL REQUIREMENTS

Must be able to view a terminal screen and operate a computer keyboard. Must be able to communicate clearly and effectively. Must be able to sit or stand for prolonged periods. Position may require light lifting.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Process approved business loans from documentation through funding. Coordinate with members, lenders, and third parties to ensure timely closings. Accurately book loans and disbursements in the core system.
• Oversee the onboarding and management of business deposit accounts and treasury products. Manage Business Digital Banking relationships, process daily ACH originations, and troubleshoot treasury service issues.
• Manage business deposit and loan accounts, including signers and permissions. Oversee account changes, such as ownership updates and authorized users, ensuring all documentation is accurate, complete, and retained.
• Perfect and track collateral, including UCC filings, titles, mortgages, and assignment of rents. Manage ticklers for financial statements, insurance, appraisals, renewals, and covenants. Proactively follow up on missing or expiring documentation.
• Serve as a primary operational contact for business members. Respond to inquiries related to loans, deposits, and services. Resolve service issues accurately, timely, and professionally.
• Ensure compliance with credit union policies, procedures, and applicable regulations. Assist with audits, exams, and internal reviews. Identify and implement process improvements that enhance efficiency and member experience.
• Additional duties as assigned.

ProFed is an EEO employer – M/F/Vets/Disabled