Commercial Lending Operations Specialist

Meriwest Credit Union; San Jose (CA); On-site; USD 44,000 - 54,000; Full time

Benefits offered by this job

Health benefits

Long-term care insurance

401(k) plan

Bonus potential

PTO/holidays

Career growth support

In-house fitness center

Mortgage discounts

Job summary

Meriwest Credit Union in San Jose, CA seeks a Commercial Operations Specialist to provide day-to-day operations support for the Business Services Department. Responsibilities include commercial loan processing, funding, loan administration, and coordination with internal teams and vendors to ensure accurate, timely documentation.

Qualifications include 3–5 years of related experience, a college degree or demonstrated equivalent, and strong knowledge of lending practices, Microsoft Office, and

Qualifications

• Three to five years of similar or related experience.
• A college degree or demonstrated experience in the duties outlined.

Responsibilities

• Assist with processing, documentation, closing, and funding of commercial loans.
• Review files for required documentation and approved conditions; prepare or coordinate loan documentation.
• Order required third-party reports; assist with funding and post-closing activities.
• Support ongoing loan and collateral administration, including insurance tracking and UCC documentation.
• Maintain accurate records; assist with reports, data validation, and audit preparation.
• Provide operational support for SBA loans, including maintaining loan data and servicing activities.
• Comply with all company policies and applicable laws and regulations.

Skills

Lending practices

Microsoft Office

Abrigo

Enable

LaserPro

Symitar

Organizational skills

Communication skills

Independent work

Loan origination software

Excel

Word

PowerPoint

Outlook

Education

College degree

Tools

Abrigo

Enable

LaserPro

Symitar

Job description

Meriwest Credit Union in San Jose, CA seeks a Commercial Operations Specialist to provide day-to-day operations support for the Business Services Department. Responsibilities include commercial loan processing, funding, loan administration, and coordination with internal teams and vendors to ensure accurate, timely documentation.

Qualifications include 3–5 years of related experience, a college degree or demonstrated equivalent, and strong knowledge of lending practices, Microsoft Office, and