What are the responsibilities and job description for the Commercial Operations Generalist position at CFBank?
About CFBank:
We are an award-winning, fast-growing, high-achieving organization that thrives on winning. If you are seeking a place where you can have enhanced visibility, add more value, and you thrive in a dynamic and growth-focused environment, you belong at CFBank. We are agile, we work with integrity, and we hustle. For over 130 years we’ve been serving our communities and over the past decade have become a top performer, successfully growing our business and attracting some of the best talent out there. We are a commercial bank that offers a boutique banking experience for personal banking clients. Our unique business model offers direct access to decision-makers, great technology, great products, and competitive pricing that position our teams to go into the market and win business.
About the role:
The Commercial Loan Operations Generalist is a cross-trained role responsible for commercial loan servicing and administrative support for the Commercial lending line of business. This position supports multiple areas within loan operations, managing a broad range of daily tasks while providing responsive service to internal and external customers.
What you’ll do:
- Execute a wide range of loan administration functions, including system set-up, documentation review, collection of follow-up items, transaction processing (e.g., wire transfers), loan servicing activities, and research and resolution of discrepancies.
- Serve as a primary point of contact for internal partners and external clients, delivering responsive, high-quality customer service.
- Collaborate on and/or lead the development of reporting to support senior leadership in performance assessment, business continuity, policy adherence, risk mitigation, and regulatory compliance.
- Support Accounting by reconciling commercial loan transactions to corresponding General Ledger accounts, while assisting with reporting and internal service needs.
- Act as a generalist and trusted internal resource, supporting loan operations partners across functions including processing, quality assurance, documentation, and loan disbursement.
- Proactively identify, resolve, and escalate issues and opportunities, demonstrating sound judgment, effective prioritization, and a solutions-oriented mindset.
Education and Experience
- Minimum of 1-year of commercial loan operations or closely related experience strongly preferred.
What We Offer:
- Career advancement and skill enhancement opportunities as a result of our focus on growth through collaboration as well as our uniquely flat organizational chart, which provides all roles with unique visibility to the Executive team.
- Excellent Benefits Package: Top benefits include dependent coverage, generous PTO, Federal Holidays, and Paid Parental Leave for those who qualify for eligibility.
- “Accelerated” 401k Plan and Employee Match of 50% of the first 8% deferred, available your first full month of employment with a 3 year vesting
- Employee Banking Products and Services and Direct Deposit of payroll to CFBank Account (over 90% of our employees bank with us!)
- Employee Assistance Program with a wide range of free resources such as estate planning and wellness resources
- One of the most collaborative environments you’ll find, with a team of hard-working mutually invested professionals who are excited about shared success
CFBank, National Association is an Equal Opportunity Employer, including disability and protected veteran status. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status.