Business Services Specialist I

Oregon State Credit UnionCorvallis, OR
Hybrid

About The Position

At Oregon State Credit Union, we are passionate about creating financial solutions that make lives better. As a Business Services Specialist I, you will play a key role in supporting our business members and lending team by providing exceptional service, facilitating business loan processing and servicing, and helping ensure seamless member experience from application through closing and ongoing account support. As a Business Services Specialist I, you will serve as the primary frontline contact for the Business Services Department. Working closely with Business Services Officers, business members, and internal teams, you'll assist with business loan processing, loan servicing, cash management solutions, and deposit products while maintaining compliance with credit union policies and regulatory requirements. The ideal candidate is detail-oriented, highly organized, and enjoys building relationships while delivering outstanding member service.

Requirements

  • One to three years of financial services experience, preferably involving commercial or business lending.
  • Customer service experience required.
  • High school diploma or GED equivalent required.
  • Proficiency with Microsoft Word and Excel preferred.
  • Familiarity with business lending operations and financial documentation is preferred.
  • Excellent verbal and written communication skills.
  • Strong interpersonal skills and a collaborative approach are essential.
  • Ability to demonstrate the legal right to work in the US.
  • Ability to pass a background screening.

Nice To Haves

  • Familiarity with business lending operations and financial documentation is preferred.
  • Proficiency with Microsoft Word and Excel preferred.

Responsibilities

  • Serve as the primary frontline contact for the Business Services Department.
  • Assist with business loan processing, loan servicing, cash management solutions, and deposit products.
  • Maintain compliance with credit union policies and regulatory requirements.
  • Provide exceptional service to members, internal team members, and vendor partners.
  • Effectively communicate timelines, manage expectations, and respond promptly to inquiries.
  • Support loan processing and servicing activities, including document preparation, funding coordination, file maintenance, and loan review tracking.
  • Manage multiple priorities while maintaining a high level of accuracy and attention to detail.

Benefits

  • A collaborative and positive workplace culture
  • Initial and on-going support, training and mentorship with promotion opportunities
  • Competitive wages, bonuses, paid holidays and paid time off
  • 100% credit-union-paid employee coverage for medical, dental, vision, life and disability insurance; dependent coverage also available
  • 401k Plan with an amazingly generous credit union match!
  • Tax-saving Flexible Spending and Health Savings Plans
  • Premier membership perks, loan discounts, company clothing, wellness and recognition programs
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