**Business Services Support Specialist**
**Credit Union:**
Verity Credit Union
**Region:** Seattle, WA
**Type:** Staff
**Contact:** Nichole Griepentrog
**Closing:** 7/7/2021
**Job Description:**
**ESSENTIAL JOB FUNCTIONS**
* Order and review of applicable due diligence items (operating agreements, account cards, business license, entity documentation, etc.).
* Assist Business Services Development Officer with managing the auxiliary business services products (ACH, RDC, analysis accounts, etc.).
* Follow up on business memberships and business services.
* Provide loan services support for business members.
* Assist Business Services team in improving the knowledge of the Business Services products throughout the other delivery channels, including supporting the Branch Network to provide increased sales opportunities.
* Insure credit stipulations and covenants are followed and loan packages are complete.
* Monitor and manage the existing business membership portfolio with a focus on product performance of existing relationships.
* Maintain knowledge of all state and federal regulations that are applicable to the transactions performed.
* Research industry trends and risks.
* Ability to interact in a courteous and professional manner with other departments within the credit union, vendors, outside visitors and by phone.
* Act as a backup for questions regarding business products and services.
* Send correspondence to members and follow-up when necessary.
* Assist management in preparation for internal/external audits.
* Keep the team informed during the onboarding process and troubleshooting any issues that arise.
* Compile reports as requested by management.
* Performs other job related duties as assigned.
Qualifications
Please Note: If you feel you do not have all the qualifications and/or skills listed we still encourage you to apply.
**Education and Experience**
* Bachelors degree in business administration or two or more years of related experience *(desired)*
* Experience working with small business clients *(preferred)*
* Commercial documentation experience *(a plus)*
**Knowledge, Skills, and Abilities**
* Working knowledge of business accounts and deposit support.
* Knowledge of financial institution processes, loan policies and procedures, and the fundamentals concepts of business accounts.
* Maintain strict adherence to established security procedures.
* Ability to learn and use software, including commercial underwriting programs.
* Ability to read complex entity documents.
* Ability to collect, organize, interpret, and analyze entity documentation.
* Ability to perform minor mathematical calculations.
* Strong verbal, written, and interpersonal skills.
* Detail-oriented.
* Solid problem-solving skills.
* Prioritizes to meet work deadlines.
* Ability to work independently and as a team member.
* Ability to present a positive and professional image to all employees and members.
* Ability to be certified as and maintain status as a notary.
**PHYSICAL CONDITIONS**
Verity CU is committed to working with its employees to reasonably accommodate them with the physical aspects of the position. The following is a list of physical considerations that are normally encountered in this job:
* Position requires the ability to sit or stand for long periods of time.
* Position requires the ability to work on computers for a long period of time in an office environment.
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