Business Service Specialist

Space Coast Credit Union

39d • Onsite

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 Service Specialist at our Baytree Headquarters, you will provide exceptional member service by supporting the opening of business accounts and loans. This role partners with Commercial Lenders and management to support business deposit and loan sales and servicing, with an emphasis on clear, consistent, and 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. Additional course work gained through vocational, technical or business school is a plus.
• Bilingual English/Spanish Required.

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.

Benefits

• Health & Wellness: Medical, dental, and vision insurance, plus an Employee Assistance Program.
• Financial Perks: 401(k) match (5%), HSA match, and SCCU-paid insurance (short/long-term disability, life insurance).
• Education Support: Tuition reimbursement after one year of service.
• Generous Time Off: 20+ days of PTO, birthday PTO, and 11 federal holidays.
• Exclusive Discounts: Lower rates on loans, credit cards, and no fee SCCU accounts!

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED