Elements Financial · 5 hours ago
Commercial Support Specialist
Indianapolis, IN, US
Full-time
Hybrid
Entry, Mid Level
$20.47/hr - $30.70/hr
2+ years expElements Financial is a fast-growing commercial banking team dedicated to empowering members to achieve financial success. The Commercial Support Specialist provides administrative and operational support to the Commercial Banking team, ensuring accurate processing and monitoring of commercial loans and treasury services while maintaining compliance with regulatory requirements.
BankingFinanceFinancial Services
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
Qualification
Required
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
Benefits
Additional bonus compensation is earned in this role.
Company
Elements Financial
Elements Financial is a financial services provider company.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
John Huesing
Chief Executive Officer
Recent News
2024-04-26
InvestmentNews
2024-04-26
2024-04-26
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