Senior Business Banking Operations & Lending Specialist
UFCUAbout the role
Job Summary
The Senior Business Banking Operations & Lending Specialist serves as a high-impact expert across business banking credit operations, loan processing, SBA lending, closing, servicing, and process improvement. This role integrates advanced technical lending knowledge with operational leadership, quality control oversight, and cross-departmental collaboration.
The Senior Business Banking Operations & Lending Specialist ensures exceptional member experience, operational accuracy, regulatory compliance, and continuous improvement across the full business banking lifecycle—from application intake through funding, servicing, and portfolio support.
This position acts as a departmental anchor for training, workflow optimization, and issue resolution, serving as a mentor to team members and a strategic partner to leadership. The Senior Specialist also supports enterprise initiatives, contributes to system enhancements, and drives operational excellence aligned with organizational values and performance expectations.
The Senior Business Banking Operations & Lending Specialist is an individual contributor position and reports to the Senior Manager of Business Banking.
About UFCU
Our Credit Union was founded in 1936 and has grown to serve members throughout Texas and beyond. At UFCU, we are more than just a financial institution, and our people are more than just employees. We are dedicated to our purpose of empowering our Members to achieve financial success and build brighter futures.
In pursuit of our aspiration that UFCU is loved by millions of Members and built to thrive for generations, we are guided by our values:
- Purposefully Member-Obsessed: We are driven by a profound sense of empathy to deeply understand our Members’ needs and preferences, what brighter futures means to them, and the obstacles in their way. We act in our Members’ best interests, forever seeking to empower their financial success.
- Possibilities Reimagined: We are inspired to courageously experiment, learn, and iterate in pursuit of positive impact for our Members, UFCU, and coworkers. We challenge assumptions, embrace diverse perspectives, and make use of data and insights.
- Performance Excellence Rooted in Unwavering Integrity: We do the right thing, always. We champion teamwork, accountability, continuous improvement, and celebrate successful outcomes of others, fostering an inclusive environment of excellence and collaboration.
Essential Functions
Loan Funding
- Books loans into Symitar with precision, ensuring all loan terms, collateral records, and coding match executed documentation.
- Provides clear funding instructions and coordinates disbursements with loan servicing teams.
Loan Servicing & Portfolio Management
- Responds to complex member and internal servicing requests, including payoff quotes, payment transfers, and collateral file management.
- Supports liquidation activities for SBA-pledged collateral under the direction of portfolio management.
- Assures that all collateral and loan covenants are in compliance. This requires routine tracking of ticklers, and notification to borrowers of outstanding documents.
Quality Control
- Conducts pre-funding and post-booking quality control reviews to verify the accuracy of loan details in core systems, including loan terms, collateral records, and funding instructions.
- Identifies discrepancies, resolves errors, and provides coaching to team members to improve accuracy and reduce rework.
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