Business Services & Lending Implementation Specialist

Educational Federal Credit Union; Kendall (FL); Presencial; USD 65.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Paid Holiday

Paid Birthday

Paid Sick and Personal Days

Paid Vacation

Retirement/401K with matching

Medical Insurance

Life Insurance

Long Term Disability

Tuition reimbursement

Career opportunities

Descripción de la vacante

Educational Federal Credit Union is seeking a Business Services Specialist to support the development, implementation, administration, and continuous enhancement of the Credit Union's Business Services program.

This role partners with Business Services leadership and cross-functional teams to establish, support, and optimize business deposit, treasury management, and small business lending services while ensuring efficient, compliant, and member-focused operations.

Formación

• Bachelor's degree or equivalent combination of education and experience.
• 2-4 years in banking, credit union operations, business services, lending, treasury management, or related financial services.

Responsabilidades

• 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.

Conocimientos

Analytical skills

Organizational skills

Communication

Problem-solving

Multitasking

Cross-functional collaboration

Educación

Bachelor's degree or equivalent

Herramientas

MS Office

Descripción del empleo

Educational Federal Credit Union is seeking a Business Services Specialist to support the development, implementation, administration, and continuous enhancement of the Credit Union's Business Services program.

This role partners with Business Services leadership and cross-functional teams to establish, support, and optimize business deposit, treasury management, and small business lending services while ensuring efficient, compliant, and member-focused operations.