Business Member Support - Business Account Documentation Sr Specialist

Job Title: Business Account Documentation Sr Specialist
Status: Non-exempt
Reports to: Mgr - Business Member Support Account Servicing
Department: Business Member Support
Job Code: 11632
Pay Range: $30.76 - $35.00 Hourly

WHO WE ARE:
Golden 1 Credit Union is among the top credit unions in the country. As a member-owned, not-for-profit cooperative, Golden 1 is guided by the credit union philosophy of “people helping people.” We are committed to empowering our members and uplifting our communities as we create a more equitable and financially inclusive California. We welcome all who embrace our Core Values.

WHO YOU ARE:
You lead complex business account documentation efforts by overseeing the compilation, organization, and validation of business account records, ensuring accuracy, regulatory alignment, and a seamless experience for members throughout the account opening and servicing lifecycle.
You are a senior documentation and process specialist who applies deep operational knowledge, strong attention to detail, and sound judgment to support compliance reviews, resolve complex documentation scenarios, and communicate effectively with members, staff, vendors, and third party partners via phone and email.
You partner cross functionally and provide informal leadership by supporting assigned team members, participating in departmental planning and oversight activities, and driving system, procedure, and process enhancement initiatives that improve efficiency, strengthen policies, and elevate individual and team proficiency

WHAT YOU'LL DO:
• Participate in planning, organizing, directing, and monitoring business activities in Business Account Documentation. As necessary, document activities, follow-up and resolve problem solutions.
• You would be responsible for maintaining accurate and up-to-date documentation for all business accounts, including legal agreements, contracts, financial statements, and other relevant paperwork.
• Ensuring that all documentation meets regulatory requirements and internal policies is crucial. This may involve staying updated on regulatory changes and implementing necessary adjustments to documentation processes.
• You will be responsible for the review and verification of the documentation completeness, accuracy and meets compliance standards.
• Responsible for ensuring service excellence to all credit union staff, external business partners, and members of the Golden 1 Credit Union by continually reinforcing our Mission, Vision, and Core Values.
• Monitor queue news and ensure all workflows are in SLA. Expedite service requests as needed.
• Be a subject matter expert on the types of documents needed for the various business entities.
• Assist with the Developing, testing, implementation, and document effective process controls to ensure that all processes are in compliance with regulatory requirements and working as intended.
• Identifying opportunities to promote additional banking services.
• Promote and support the member experience within a Digital platform.
• Monitor, periodically evaluate, and report risk associated with the business documentation as it relates to corporate credit union risk controls, and department standards.
• Collaborating with internal teams, such as legal, compliance, and account management, to ensure smooth documentation processes and resolve any issues or discrepancies that arise.
• Responsible for production and service- related goals by driving service production, managing the pipeline, eliminating bottlenecks, and ensuring optimal service levels and member experience at all times.
• Key tasks include auditing and first line quality control on new account documentation and changes made by the team, and in partnership with our internal QC team to support quality control and risk assessments.
• Create and maintain production reports and send required reporting to appropriate parties daily, weekly, and monthly.
• Meet production deadlines daily while cognizant with quality and quantity in a fast-paced environment.
• Providing guidance and support to junior staff members or other departments on documentation requirements, procedures, and best practices. Assist with performance appraisals for staff. Promote employee engagement and develop action plans to keep employees engaged throughout the year.
• Foster a positive and engaging work environment. Provide leadership to team members by promoting skill development, coaching for improvement and growth, inspiring through your words and actions, and maintaining positive employee morale. Embrace Golden 1’s mission, vision, and core values and weave into team and individual discussions.
• Focus on the Member’s experience as it relates to the opening and onboarding of our business members account and look to develop new