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1 Business Banking Specialist Job in Oceanside, CA

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Frontwave Credit Union
Oceanside, CA | Full Time
4 Months Ago
Business Banking Specialist
Full Time | Banking 4 Months Ago
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Frontwave Credit Union is Hiring a Business Banking Specialist Near Oceanside, CA

Overview

The Business Services Specialist is responsible for performing a wide variety of business banking functions, providing support to business banking members including processing deposits, withdrawals, loan payments, setting up new accounts and loans, responding to questions from members and staff. Responsible to uphold and abide by Frontwave’s core values and service expectations.

About Frontwave Credit Union:

Frontwave Credit Union is a member-owned not-for-profit financial institution serving San Diego, Riverside, and San Bernardino counties. Founded in 1952, we have grown to 14 branches with 120,000 members and manage over a billion in assets. At Frontwave Credit Union, we are focused on creating consumer solutions to provide our members and the communities we serve with products and services that enhance the quality of life for our members through exceptional service and the progressive application of technology.

What’s In It For You:

Competitive pay, 401k matching, mortgage and auto discounts.

9-27 days of PTO per year (based on tenure) and 10 paid holidays.

Affordable medical, dental, vision health plans, and Flexible Spending Account.

Employee Assistance Program with a variety of services.

Career development, training, and coaching, mentoring; tuition reimbursement up to $4,000/year.

Culture of excellence and continuous improvement.

We strive to be the best place you’ve ever worked!

Responsibilities

Essential Duties and Responsibilities:

Includes the following non-inclusive list. Other duties may be assigned. All duties are to be performed in compliance with applicable laws, regulations as well as Credit Union policies and procedures:

Loan Support

  • Provides administrative and/or operational support within one or more of the following loan areas; processing, closing, presentations, servicing, documentation, notes, disbursements, etc.
  • Recognizes the appropriate documents for each type of loan.
  • Ensure the loan terms and conditions are properly captured in documents to clearly communicate the member's obligation.
  • Review the collateral, as appropriate for the loan type.
  • Tracks required annual review updates.
  • Obtains updated financial documents from business members and participation lenders, as needed.
  • Performs quality control and works both individually and as part of a team.
  • May clear all identified loan exceptions.
  • Maintains files, documents, notes, etc.
  • Responsible for verifying completeness of files with all necessary documents and signatures required.
  • Researches and resolves lending inquires and issues.
  • May prepare and/or track disbursements, loan documents, reports, obtain credit and/or financial information.
  • Produce reports as required.
  • Answer questions and follow up with members.

Deposit Support

  • Perform quality control reviews for account opening
  • Ensure proper documentation has been received for new and existing business accounts
  • May assist members with Online Banking access and support

Department Support

  • May act as liaison between Vendors, Members and other departments.
  • Assist with organizing department meetings, taking notes and/or minutes.
  • Track and maintain loan pipeline.
  • May represent the department at interdepartmental, branch and community functions.

Qualifications

Education and/or Experience:

Some college or related coursework/certification. 

Minimum 5-6 years’ experience in a credit union or similar financial institution with commercial lending knowledge, or equivalent combination of education and experience.

Service Excellence Standards

When joining Frontwave Credit Union, you can expect to be a part of a workforce committed to the following Service Excellence standards: • We see it. We own it. We get it done. • We ignite positive experiences. • We do things right every time. • We are collaborators - united, cohesive and engaged • We innovate and evolve. • We create memorable experiences for life. • We starts with me.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

POST DATE

11/02/2022

EXPIRATION DATE

12/15/2022

WEBSITE

frontwavecu.com

HEADQUARTERS

BARSTOW, CA

SIZE

50 - 100

FOUNDED

1952

TYPE

Private

CEO

JUDI JACKSON

REVENUE

$10M - $50M

INDUSTRY

Banking

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The following is the career advancement route for Business Banking Specialist positions, which can be used as a reference in future career path planning. As a Business Banking Specialist, it can be promoted into senior positions as a Check Collections Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Business Banking Specialist. You can explore the career advancement for a Business Banking Specialist below and select your interested title to get hiring information.