Business Lending Administrator

The Business Lending Administrator is responsible for providing professional administrative and operational support for The Summit’s Business Lending Department. This role ensures timely processing, documentation, servicing and closing of business loans, while maintaining compliance with credit union policies, procedures, and regulatory requirements. The Administrator acts as a liaison between business members, underwriting, and third-party vendors such as CUBG to facilitate efficient loan operations and exceptional service.

This position is responsible for scheduling closing, managing incoming referrals, servicing clients, assisting business professionals with application preparation, following up applicant documents. Perform all responsibilities in a manner that serves The Summit’s Mission and upholds the credit union’s values.

Must be capable of performing the following essential responsibilities, with or without reasonable accommodations, as outlined below:

• Provides administrative support for The Summit’s Business Lending Department. This will include scheduling appointments, managing incoming referrals, processing loans, servicing clients, and working with third party vendors such as CUBG to ensure the timely closings of business loans
• Assist with client on boarding to include opening Business Accounts, reviewing and obtaining appropriate documentation
• Prepare and review loan files for completeness and accuracy
• Collect, verify and track required financial and legal documents
• Coordinate with title companies, appraisers, attorneys, and other vendors including CUBG
• Generate loan documentation and disclosures in compliance with regulation

• Respect and support others by providing training and cross‑training to other branch associates as needed
• Demonstrate initiative, a commitment to continuous learning and the ability to adapt to changing demands and requirements
• Participate in any special projects or other duties, as assigned by management

Note:

The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Education & Experienc e - Applicants must possess the following qualifications or an equivalent combination of education and experience:

• Education
  :
  High School Diploma or GED equivalent
• Experience
  : 2+ years of administrative, lending, or financial services experience (credit union or banking background preferred).
• Working knowledge of business lending products, terms, function and suitability
• Knowledge of commercial/business loan products, documentation, and regulatory requirements a plus
• Strong attention to detail and organizational skills
• Excellent communication and interpersonal skills, with the ability to interact with members and staff at all levels
• Provide excellent customer service skills and must have the ability to respond to emails/phone calls in a timely manner
• Ability to multitask with client and business relationship officer needs
• Proficiency in Microsoft Office Suite; experience with loan origination systems preferred. Ability to take initiative and act with confidence. Ability to perform multiple tasks while maintaining good organizational skills
• Ability to work under pressure and within time frames
• Self‑motivated and able to perform tasks without supervision
• Office equipment (i.e. calculators, computers, printers, copiers, multi‑line phone systems and fax machines)

• Standing/Sitting extended periods of time, while working in front of computer monitor
• Typing / Data Entry
• Professional Office Environment

• Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures. Employees complete annual BSA, AML, Information Security, Privacy and other job‑related training…