Business Services Implementation & Operations Specialist

EdFed; Illinois; On-site; USD 55,000 - 75,000; Full time

Job summary

EdFed is seeking a Business Services Specialist to support the development, implementation, and ongoing administration of the Credit Union's Business Services program. You will partner with leadership and cross-functional teams to optimize business deposit, treasury management, and small business lending services, ensuring compliant, member-focused operations.

In the initial phase, you will focus on project execution, readiness, documentation, testing, vendor coordination, and implementation

Qualifications

• Bachelor's degree or higher.
• 2–4 years of experience in banking, credit union operations, business services, lending, treasury management, project coordination, or related financial services.
• Strong analytical, organizational, communication, and problem-solving skills.
• Ability to manage multiple priorities and collaborate 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

Skills

Strong analytical

Organizational skills

Communication

Problem solving

Multitasking

Education

Bachelor's degree or higher

Tools

Microsoft Office

Job description

EdFed is seeking a Business Services Specialist to support the development, implementation, and ongoing administration of the Credit Union's Business Services program. You will partner with leadership and cross-functional teams to optimize business deposit, treasury management, and small business lending services, ensuring compliant, member-focused operations.

In the initial phase, you will focus on project execution, readiness, documentation, testing, vendor coordination, and implementation