APG Federal Credit Union · 21 hours ago
Business Banking Support Specialist
APG Federal Credit Union is a community-focused financial institution with over 80 years of experience. They are seeking a Business Banking Support Specialist to assist the Business Banking team in managing business clients and loan portfolios, providing sales support, and ensuring accuracy in loan documentation and servicing.
CreditFinanceFinancial Services
Responsibilities
Demonstrate an awareness and understanding of products and services used by Business Banking members
Provide ongoing sales support to the Business Banking team, including identifying sales and cross sell opportunities (by reviewing personal financial statements, tax returns, etc.), coordinating materials for presentations, maintaining prospect lists and making joint calls if required
Originates, processes and ensures accuracy of loan documentation for closings; including (but not limited to) entering client relationship and financial information into Meridian Link; preparing relationship summaries, commitment letters and attorney letters; ordering of appraisals per company policy; processing loan disbursements; ensures that all necessary documentation is included in loan packages prior to closing (i.e. EPA, appraisal and exception approvals, etc.); attends closings as directed by the CU
Maintains ongoing credit servicing of the portfolio, including (but not limited to) resolving documentation exception issues within 90 days; maintaining service levels; updating financial statements; ensuring credit files are documented, organized correctly and up to date with required documentation; assist in line renewal and modification process by helping prepare information needed for credit reviews
Consistently follow up on portfolio past dues to ensure they remain current as per company expectation; initiates and maintains customer contact during the process; maintains reporting of past due loans and engages the appropriate business partner/manager for timely resolution
Responsible for the management of the processes by ensuring timely and accurate compliance to policy and regulatory requirements related to Anti-Money Laundering and related Know-Your-Customer activities
Coordinates opening of deposit and other services with Business Banking team; processes payments and line disbursements; handles customer requests for information and problem resolution; maintains working knowledge of financial products, services and company credit and operations policies; performs variety of office support functions
Receive wire requests, review, approve and process
Manage risk activities related to wires, check fraud, overdraft/uncollected funds and serves as a point of contact for overdraft monitoring and escalations; process line of credit draws in a timely manner
Responsible for completion of applicable training and compliance on federal regulations and APGFCU policies and procedures as related to the duties of this position (Bank Secrecy Act, Information Security as examples, if applicable)
Qualification
Required
High School Diploma
Equivalent experience in Business Banking loan documentation, Business Banking lending support or other banking position
Must possess a valid driver's license
Proficient in Microsoft Excel, PowerPoint, Outlook and other office support systems and programs
Member Experience Management – Implements the strategies and techniques used to insure members have a positive experience with the credit union and its products and services
Effective Communications - Strong well-developed interpersonal skills (written and verbal) in order to maximize business contacts and develop a working relationship with current and potential Business Banking clients
Manage Multiple Priorities - Self-starter who takes charge in absence of detailed instruction; effectively initiates solutions
Accuracy and Attention to Detail – Understanding of the necessity of accuracy and attention to detail; ability to process information with high level of accuracy
Preferred
Some accounting and or legal education would be desirable
Benefits
Medical and dental (shared expense)
Vision
401(k)
Life and disability insurance
Flexible spending account
Employee assistance program
Referral program
Educational assistance
Holidays
Annual leave
Sick leave
Company
APG Federal Credit Union
APGFCU’s roots go back to 1938 when a group of local pioneers decided to address the savings and borrowing needs of the military families at the Aberdeen Proving Grounds.
Funding
Current Stage
Growth StageRecent News
Maryland Daily Record
2026-01-02
Maryland Daily Record
2025-07-05
Baltimore Business Journal
2025-01-09
Company data provided by crunchbase