Business Associate Manager

Harborstone Credit Union•Mount Vernon, WA

21h•$72,601 - $108,901

About The Position

Are you ready to make a difference in the lives of others while building your own career? At Harborstone Credit Union (HCU), we’re more than just a financial institution—we’re a community dedicated to building dreams and changing lives for generations to come! The Business Associate Manager will foster an environment dedicated to collaboration and outstanding customer service while guiding the team to provide operational support necessary for the growth and sound maintenance of the business loan portfolio. The position will oversee the team’s timely and accurate support of loan originations, including process support and LOS interfacing, assisting with the collection of requisite borrower documentation, and coordinating with vendors to obtain necessary due diligence reports. This role supports the organization’s ongoing portfolio management and data integrity by leading the team’s efforts to collect borrower documents in accordance with loan agreements and overseeing the accurate creation and maintenance of all profiles and records within our LOS. Having a well-functioning LOS is critical to the growth and maintenance of the organization’s business loan portfolio. The Business Associate Manager will oversee all aspects of Business Lending’s LOS, including operational design and performance, upgrades and enhancements, troubleshooting, and training. The Business Associate Manager will ensure that the LOS origination process is functioning efficiently and will lead the resolution efforts for any operational issues. As a subject matter expert, this position will serve as the primary resource for system questions, guidance, and best practices. Lastly, this position is responsible for developing and maintaining a comprehensive training program and will lead the efforts to provide training for new and existing team members as needed. Sound customer due diligence practices are an essential component of the organization’s operational and risk mitigation framework. This position will oversee the Business Associate team’s collection of all organizational documentation necessary to identify all entities within our business lending relationships. To support this effort, the Business Associate Manager will maintain comprehensive customer due diligence procedures and will provide ongoing training, support, and guidance as needed.

Requirements

High school diploma or equivalent is required.
A minimum of seven (7) years of relevant experience supporting business lending operations is required.
Relevant experience utilizing loan origination systems is essential.
Strong knowledge of entity due diligence and documentation requirements is essential.
Proficiency with Microsoft Word, Excel, and Outlook is essential.
Having a collaborative mindset with an enthusiasm for process improvement is essential.
Demonstrated leadership and team-building skills are essential.
Sound problem solving and critical thinking skills are essential.
Strong organizational and time management skills are essential.
High attention to detail is essential.
Ability to communicate effectively in verbal, written, and electronic formats with internal and external stakeholders.
Ability to read, comprehend, and respond to written and verbal instructions and information.
May be required to sit or stand for extended periods, depending on job duties.
May involve repetitive motions, including keyboarding and handling office equipment.
May require stooping, bending, squatting, or reaching occasionally.
May be required to lift and carry items weighing up to 50 pounds.
Ability to navigate office environments, including walking between workstations, meeting rooms, and member service areas.

Nice To Haves

Bachelor’s degree in business administration, or a related field is preferred.
At least three (3) years of supervisory or management experience is preferred.
Proficiency with Sageworks LOS is preferred.
Proficiency with AffinityEdge core banking software is preferred.

Responsibilities

Provide strategic and operational leadership to our Business Associate team.
Optimize the efficiency of our business loan origination process.
Drive adherence to sound customer due diligence and compliance practices.
Supervise, mentor, and develop the Business Associate team, while fostering an environment of collaboration and outstanding customer service.
Oversee the administration, maintenance, and ongoing development of our loan origination system.
Direct the team’s accurate identification of all entities, individuals and signing authorities.

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