Business Banking Specialist

Join the DFCU Financial team today, and discover the benefits, rewards and development opportunities from one of the largest and best managed credit unions in the country. 

The Opportunity: We are seeking a full time Business Banking Specialist to join our team in the St. Petersburg, FL area. In this role, the Business Banking Specialist will be responsible for providing support to Business Bankers and clients from origination to closing, including pre- and post-closing documentation, preparing loan packages, and attending loan closings. Effectively balance service, quality, compliance and relationship building with internal and external partners.

What You’ll Do:

• Provide administrative support for Business Bankers, including drafting and finalizing correspondence, copying and data input.
• Perform loan administration activities for the Business Banking group including processing, closing, funding, monitoring and maintaining files with current information.
• Prepare required documentation for loan submission to obtain approval.
• Coordinate the collection of data for pipeline reporting, tracking, production reporting and loan status.
• Ensure the work-in-process report is updated to reflect all changes to loans in process.
• Prepare lists for borrowers identifying outstanding items needed for credit underwriting and closing.
• Serve as the secondary point of contact for Business Bankers, including third party vendors and internal partners for information and loan processing.
• Perform, monitor and track the tax verification process, including implementing standard procedures.
• Complete required regulatory training.
• Other duties as assigned.

What You'll Need:

• Bachelor's degree or equivalent experience.
• Three years of commercial member assistance, financial services, or sales experience.
• Strong attention to detail.
• Excellent interpersonal skills, including verbal and written communication.
• Ability to organize, plan and prioritize work to accomplish goals within established deadlines.
• Ability to focus on key issues and make decisions under pressure of time constraints.

What We Offer:

• 401k plan match, dollar for dollar up to 4%
• 401k additional employer contribution after one year at 5%
• Medical, dental and vision insurance effective date of hire
• Health savings account (HSA)
• Flexible spending accounts for medical and dependent care expenses
• Wellness initiatives and reimbursements
• Pre-paid legal services plan
• Identity protection plan
• Accident supplemental plan
• Short & long term disability plans paid for by company
• Company provided basic life insurance of $50,000 plus supplemental for employee, spouse and child
• Free financial planning assistance
• Numerous fun employee events throughout the year
• Volunteer and community engagement opportunities
• Discounts with local and national companies through DFCU Perks
• Service / anniversary awards
• Employee discounts for company logo wear
• Gain share / bonus program
• Employee referral payouts for recruiting your friends and family
• Paid lunch time
• Tuition reimbursement / Education assistance
• Ongoing training opportunities
• Leadership development program
• Paid time off
• Paid holidays (~10 per year)
• Flexible scheduling for students

Equal Opportunity Employer / Disabled / Veterans