Business Express Services Specialist

SCCU Career•Melbourne, FL

21h•Hybrid

About The Position

At Space Coast Credit Union (SCCU), our members are at the heart of everything we do. Since 1951, we’ve been committed to delivering financial services founded on integrity and a people-first philosophy. As the Business Express Service Specialist at our Baytree Headquarters, you will deliver outstanding member service in the opening of new member business accounts and loans. Assists Commercial Lenders and management in all aspects of member business deposit and loan sales and servicing with a focus on member delivering consistent, effective communication.

Requirements

1 to 3 years prior experience in a business loan administration and/or mortgage loan servicing role or equivalent is required, in addition to prior experience in business loan processing/interviewing or 1 to 3 years proven sales & customer service experience.
High School education or GED required.
Bilingual English/Spanish required.

Nice To Haves

Additional course work gained through vocational, technical or business school is a plus.

Responsibilities

Receives business member phone calls, conducts loan interviews, assesses business member needs, and cross sells other SCCU products and services in order to provide efficient, friendly, effective service to the business member.
Determines SCCU business membership eligibility requirements per established procedures.
Opens new business memberships and add-on deposit products for existing business members to ensure the retention and profitability of business memberships.
Performs business account maintenance, resolves business member problems, obtains information, researches records, follows up on details, assesses business member needs timely and efficiently and reports the results to the inquiring party to develop and sustain profitable business member relationship.
Maintains a thorough and current knowledge of SCCU business lending and deposit account promotions, criteria, guidelines, procedures, policies, and processes, in order to provide business members with current information, and process business loans, commercial mortgages and business deposit accounts appropriately.
Enters the business loan or new account application in the origination system in accordance with required procedures to meet established quality standards.