Member Business Account Manager

5 days ago


Toledo, Ohio, United States Sun Federal Credit Union Full time
About the Job

Sun Federal Credit Union is seeking a skilled Member Business Account Manager to join our team. As a Member Business Account Manager, you will be responsible for providing exceptional service to our business members, handling account openings, audits, and maintenance, as well as originating business loan applications.

About the Role

This is a full-time position that requires a strong understanding of business services deposit and loan products, processing and underwriting standards, and regulations. The ideal candidate will have excellent communication skills, both written and verbal, and be able to work effectively in a team environment.

Key Responsibilities
  1. Account Management: Open, audit, monitor, and service business accounts in compliance with internal and NCUA guidelines, policies, and regulations.
  2. Loan Origination: Identify business loan needs of business contacts, originate business loan applications, and meet with business contacts to discuss loan options and provide recommendations.
  3. Financial Analysis: Review past business financial records, tax returns, and projections to calculate income and evaluate loan requests.
  4. Loan Servicing: Process and service member business loans, including preparing loan documents, disbursing funds, and maintaining loan files.
What We Offer
  • Competitive Salary: $65,000 - $85,000 per year, depending on experience.
  • Benefits Package: Comprehensive benefits package, including medical, dental, vision, and life insurance, as well as a 401(k) matching program.
  • Tuition Reimbursement: Up to $6,000 per year towards tuition and fees for approved courses.


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