Business Services Specialist: Drive Lending, Deposits & Treasury

Educational Federal Credit Union; Kendall (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Paid Holiday

Paid Vacation

401K with matching contributions

Medical/Dental/Vision Insurance

Tuition reimbursement

Job summary

EdFed is seeking a Business Services Specialist to help develop, implement, and optimize our Business Services program. You will partner with leadership and cross-functional teams to support deposits, treasury management, and small business lending while ensuring compliant, member-focused operations.

During implementation you will handle project execution, documentation, testing, vendor coordination, and readiness activities, then transition into ongoing administration, lending support,

Qualifications

• Bachelor’s degree or equivalent education and experience.
• 2–4 years in banking/credit union operations or related financial services.
• Experience in lending, treasury management, or project coordination preferred.

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
• Support compliance with applicable regulations, policies, and procedures.

Skills

Analytical skills

Organizational skills

Communication skills

Problem-solving

Education

Bachelor's degree or equivalent

Job description

EdFed is seeking a Business Services Specialist to help develop, implement, and optimize our Business Services program. You will partner with leadership and cross-functional teams to support deposits, treasury management, and small business lending while ensuring compliant, member-focused operations.

During implementation you will handle project execution, documentation, testing, vendor coordination, and readiness activities, then transition into ongoing administration, lending support,