OneAZ Credit Union

Business/Commercial Lending Operations Specialist Team Lead

2355 W Pinnacle Peak Rd, Phoenix, AZ 85027

Sponsorship not specified$10k-$15kDetected 43 days ago

Financial AnalysisProcess ImprovementCustomer SupportLeadershipCommunicationCollaborationCritical ThinkingMentoring

About the role

Join Us in Making an Impact ✨ At OneAZ Credit Union, our success is measured only by yours.
If you're looking for a career with purpose, where your work truly matters-you've found it!
Who You Are 🧩 You're impactful, compassionate, and fearless, ready to embrace new challenges and shape the future of financial well-being.

Responsibilities

We're here to create lasting change in the lives of our members, our communities, and our team.
If this sounds like you, let's build something great together.

Nice to have

Assists the team with escalated questions and issues using critical thinking skills to offer innovative and effective solutions, consulting with the department supervisor when appropriate.
Strategizes with the department leader on managing work volume by analyzing reports and offering insights on capacity management.
Prepares loan documentation and captures loan information, according to established procedures, for company-generated and participation bought/sold loans.
Funds loans, prepares wires, and posts entries on loans.
Processes loan payments, advance requests, and payoffs.
Executes lien perfection through recording/filing with appropriate state and county offices.
Closes out paid-off files, including releases of collateral, discharges of deeds of trust, and related processes.
Sets up commercial share savings accounts and accounts for cash management clients.

Compensation

Compensation & Benefits 🎉

Company info

Lead oversees the partnership with all stakeholders, communicates with members and associates, and is a valued business partner to all Credit Union departments.
Through collaboration on department operations and goals, the Business Lending Operations Specialist Team Lead is the ambassador and role model for compliance and quality standards, achieved through effective communication and monitoring.
In addition to achieving individual goals and serving as a go-to resource for higher complexity situations, the Team Lead is responsible for coaching, educating, developing, and assisting other Business Lending Operations Specialists.
Lead role embodies the "Play to Win" spirit and works together with leadership to create an organization that is impactful and admired.
Essential Functions
Leads and develops peers by measuring progress and by providing coaching, counseling, and training.
Designated as the department mentor responsible for developing and implementing the 90-day training plan for new associates.
Builds trust with new team members and offers one-on-one support throughout their introductory period.
Develops and promotes process optimization and efficiencies with all stakeholders and partners.
Proactively supports business members and resolves member business needs and inquiries.
Funds loans, prepares wires, and posts entries on loans. Performs quality control review on funded loans.
Updates and maintains insurance and Uniform Commercial Code (UCC) filings in core servicing system.
Posts, updates, maintains, tracks, and follows up on automated notifications in platform(s) supporting credit analysis, financial analysis, and risk management.
Manages tax reporting with third-party provider.
Supports cash management clients and administers related accounts.
Creates, refreshes, and improves processes and provides updates to procedures as needed.
Prepare and manage all aspects of SBA 1502 submission and maintenance, to include outgoing wire delivery.
What You Bring 🎯
High School Diploma Required
Associate's Degree
Bachelor's Degree Preferred

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This listing is sourced directly from OneAZ Credit Union's careers page and normalized into a canonical job model.