Commercial Operations Specialist

MERIWEST CREDIT UNION•San Jose, CA

3h•$32 - $40•Onsite

About The Position

The Commercial Operations Specialist provides day-to-day operations support to the Business Services Department. This position assists with commercial loan processing and funding, loan and collateral administration, third-party tracking, business account and cash management support, and other operational functions. This role works with internal teams, members, and third-party vendors to ensure documentation and system information are accurate, complete, and processed in a timely manner in accordance with established procedures and requirements.

Requirements

Three years to five years of similar or related experience, including preparatory experience
A college degree or demonstrated experience in the duties outlined.
A significant level of trust, credibility and diplomacy is required.
Knowledge of business lending practices and procedures.
Proficiency in Microsoft products and various Office products.
Skilled in Abrigo, Enable, LaserPro, Symitar, and similar platforms.
Excellent organizational skills with the ability to manage multiple tasks simultaneously and prioritize effectively.
Strong communication skills, both verbal and written, with the ability to interact professionally with internal and external stakeholders.
Ability to work independently as well as collaboratively within a team environment.
Proficient with Microsoft Office programs including Excel, Word, PowerPoint, and Outlook.

Nice To Haves

Experience with loan origination software or systems is a plus.

Responsibilities

Assist with processing, documentation, closing, and funding of commercial loans.
Review files for required documentation and approved conditions; prepare or coordinate loan documentation; order required third-party reports; assist with funding and post-closing activities; and ensure loan information is accurately entered into the system.
Support ongoing loan and collateral administration, including insurance tracking, property tax tracking, UCC and collateral documentation, ticklers, exceptions, and other required follow-up.
Assist with identifying and resolving missing or inaccurate information.
Maintain accurate records; assist with reports, system maintenance, data validation, audit preparation, special projects, account opening, process payoff/payment, and other Business Services operational activities as assigned.
Provide operational support for SBA loans, including maintaining loan and borrower information in applicable SBA systems, assisting with required servicing activities, and assisting with SBA reporting and other administrative requirements.
Comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.