Commercial Services Intern

Advia Credit Union•Oshtemo Charter Township, MI

5h•Onsite

About The Position

This Part-Time Commercial Services Intern position provides hands-on support to the Commercial Services team while gaining practical exposure to commercial sales, underwriting, and loan operations. This internship is project-based, with a strong focus on data input and document storage and is designed to help the intern understand how commercial deals move from opportunity to approval to booking and ongoing servicing. This role is ideal for a student interested in commercial banking, finance, business operations, or sales who wants real-world experience in a collaborative, professional environment. Advia is a fast-growing Credit Union that is positioned in the top 3% of credit unions across the United States. They serve almost 200,000 members with assets over $3 Billion. They offer very similar products and services as the big banks with a focus on saving members money while providing financial advantages. Advia is rooted in its communities and believes it has a responsibility to give back outside of its four branch walls through volunteering and charitable donations. The work environment at Advia is fast-paced, performance-based, and fun-infused. Employees can expect regular and constructive feedback, development opportunities, great benefits, excellent co-workers, and engaged managers.

Requirements

Strong attention to detail and organizational skills.
Comfortable working with data, documents, and multiple systems.
Proficient in Microsoft Office (Excel, Word, Outlook).
Ability to learn new systems quickly.
Professional communication skills and a willingness to learn.
Ability to maintain confidentiality and follow security guidelines.
Courtesy and tact are essential elements of the job.
Ability to work with personal contact with customers and others inside and outside the organization, generally regarding fairly routine matters for the purposes of giving and obtaining information or instructions, updating or referring.
Ability to handle communications that generally require shorter and not in-depth discussions.

Nice To Haves

Pursuing a degree in Finance, Business, Accounting, Economics, or a related field.

Responsibilities

Observes how commercial lenders and treasury partners engage with members and prospects.
Gains insight into financial spreading, credit analysis, and deal structuring (non-decision-making).
Learns how commercial loans are booked, documented, and maintained post-closing.
Participating in job shadowing, mentoring conversations, and team meetings as available.
Assists with entering and validating commercial relationships, loan, and financial data into internal systems and reporting tools.
Supports data cleanup, organization, and migration efforts to ensure accuracy and consistency across platforms.
Partners with Commercial Credit and Operations team members to understand how data is used in underwriting, risk assessment, and portfolio management.
Assists with organizing, indexing, and maintaining electronic commercial loan and relationship files in accordance with internal standards.
Supports document storage initiatives to ensure files are complete, accessible, and audit ready.
Learns document requirements across the commercial loan lifecycle, including underwriting, approval, booking, and servicing.
Comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Follow policies and procedures to minimize risk by exercising judgment, raising questions to management, and adhering to policy guidelines.