Commercial Support Specialist

Elements Financial•Indianapolis, IN

19d•Hybrid

About The Position

The Commercial Support Specialist provides administrative and operational support to the Commercial Banking team including loan, deposit and treasury management products & services. This role ensures the accurate processing & monitoring of commercial loans as well as the accurate setup, maintenance, and troubleshooting of treasury services while maintaining compliance with regulatory requirements and internal policies. The specialist acts as a liaison between loan officers and internal departments to facilitate smooth operations and exceptional member service.

Requirements

Associates degree with a major in Business or related field and/or equivalent work experience.
Minimum of 2 years of credit union/banking experience with member/customer service responsibilities.
1 year of Fiserv DNA experience including opening memberships, deposit accounts, loans, and general maintenance and processing.
Ability to handle competing priorities in a fast-paced, diverse, and growth-orientated environment within established timeframes.
Demonstrate proficient use of technology tools and possess knowledge of basic system navigation skills.
Excellent organizational, time management, collaboration and communication skills.
Ability to leverage skills, knowledge, and experience to invest in our community.
Ability to foster an inclusive environment that promotes belonging.
A focus on respect and excellent service to both external and internal (team) members.
A proven track record of integrity with a demonstrated ability to build trust.

Responsibilities

Open business and personal memberships, ensuring accurate and complete documentation to support loan & deposit growth.
Prepare & process documentation for onboarding new commercial clients for business credit card & treasury management services (ACH, wire transfers & remote deposit capture) to ensure functionality and appropriate access.
Maintain adherence to all applicable regulatory & internal audit standards as well as departmental processes & procedures.
Process loan disbursements, payments, and account maintenance requests.
Serve as an internal liaison to proactively identify and resolve member issues, including assistance with setup, access, and functionality.
Complete pre-closing loan due diligence by obtaining third-party documents (e.g., appraisals, flood certifications, title reports, UCC searches) to ensure closing deadlines are achieved.
Manage a tickler of recurring financial & collateral reporting requirements (e.g.,evidence of insurance, UCC filings) and assist loan officers with tickler report maintenance through on-going member interaction and follow-up.
Maintain electronic imaging of membership, treasury management and tickler items to ensure compliance with retention requirements.
Organize and manage operational records to support efficient workflows and audit readiness.
Develop a working knowledge of commercial lending practices, products, and policies.
Contribute to process improvement & refinement initiatives to optimize operational efficiency to support organizational & departmental growth.
Participate in appropriate learning opportunities to expand expertise.