Commercial Support Specialist - Full-time
| Verified Pay check_circle | Provided by the employer$20.47 per hour |
|---|---|
| Hours | Full-time |
| Location | Indianapolis, Indiana |
Compare Pay
Verified Pay check_circleProvided by the employer$15.04
$20.47
$29.33
About this job
This is an exciting opportunity to join our fast-growing commercial banking team; but first, here is a little bit about Elements Financial:
WE MAKE MONDAYS MORE ENJOYABLE.
There are many ways to describe the Elements culture: fun, meaningful, supportive, and full of opportunities. See here for more information -
Today we serve the employees of 150+ organizations around the U.S. We currently rank among the top 3% of credit unions nationally with 100,000+ members. We have the resources, staff, and expertise to support our members with unparalleled service and leading-edge technology.
Now let's get into this exciting role!
This is a hybrid role that requires some on-site work (inside our Indianapolis, Indiana office). In addition to the on-site duties, there are additional responsibilities that can be completed outside of the office, resulting in this being a hybrid role.
Elements Financial is a Best Place to Work because our employees are empowered to Be the Expert, Live the Purpose, and Grow the Business. Our Purpose is to Empower Members to Achieve Financial Success.
The Commercial Support Specialist provides administrative and operational support to the Commercial Banking team including loan, deposit and treasury management products & services. This role ensures the accurate processing & monitoring of commercial loans as well as the accurate setup, maintenance, and troubleshooting of treasury services while maintaining compliance with regulatory requirements and internal policies. The specialist acts as a liaison between loan officers and internal departments to facilitate smooth operations and exceptional member service.
You will learn how to be the expert to best serve our members:
- Open business and personal memberships, ensuring accurate and complete documentation to support loan & deposit growth.
- Prepare & process documentation for onboarding new commercial clients for business credit card & treasury management services (ACH, wire transfers & remote deposit capture) to ensure functionality and appropriate access.
- Maintain adherence to all applicable regulatory & internal audit standards as well as departmental processes & procedures.
You will make a difference as you live out our purpose:
- Process loan disbursements, payments, and account maintenance requests.
- Serve as an internal liaison to proactively identify and resolve member issues, including assistance with setup, access, and functionality.
- Complete pre-closing loan due diligence by obtaining third-party documents (e.g., appraisals, flood certifications, title reports, UCC searches) to ensure closing deadlines are achieved.
You will help grow the business:
- Manage a tickler of recurring financial & collateral reporting requirements (e.g.,evidence of insurance, UCC filings) and assist loan officers with tickler report maintenance through on-going member interaction and follow-up.
- Maintain electronic imaging of membership, treasury management and tickler items to ensure compliance with retention requirements.
- Organize and manage operational records to support efficient workflows and audit readiness.
You will continue to grow professionally:
- Develop a working knowledge of commercial lending practices, products, and policies.
- Contribute to process improvement & refinement initiatives to optimize operational efficiency to support organizational & departmental growth.
- Participate in appropriate learning opportunities to expand expertise.
Minimum Requirements:
- Associates degree with a major in Business or related field and/or equivalent work experience.
- Minimum of 2 years of credit union/banking experience with member/customer service responsibilities.
- 1 year of Fiserv DNA experience including opening memberships, deposit accounts, loans, and general maintenance and processing.
- Ability to handle competing priorities in a fast-paced, diverse, and growth-orientated environment within established timeframes.
- Demonstrate proficient use of technology tools and possess knowledge of basic system navigation skills.
- Excellent organizational, time management, collaboration and communication skills.
- Ability to leverage skills, knowledge, and experience to invest in our community.
- Ability to foster an inclusive environment that promotes belonging.
- A focus on respect and excellent service to both external and internal (team) members.
- A proven track record of integrity with a demonstrated ability to build trust.
Additional bonus compensation is earned in this role.
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