Small Business Support Specialist 2 - Tempe, AZ
Core
Provide centralized client service, operational execution, and lending support to Small Business Relationship Managers and their assigned small business portfolios.
Role type
Senior IC small business banking support specialist
Builds
Consistent, timely, and compliant client experiences for small businesses with revenues between $500K and $5 million
Domain
Banking / Small Business Lending
Required skills
Client service, loan administration, documentation management, account onboarding, regulatory compliance, cross-functional coordination, system proficiency, risk identification, issue resolution
Preferred skills
Small business banking operations knowledge, credit support, portfolio management, complex client relationship support
Technologies
Salesforce, Fusion, nCino, Hogan, AFS, WebKYC, Microsoft Office
Responsibilities
Support loan intake, documentation collection, account opening, client onboarding, renewals, and exceptions; Coordinate with underwriting, portfolio management, and external partners to clear conditions; Research and resolve client servicing needs including loan maintenance and wire transfers; Maintain accurate information in banking systems; Support product implementation and onboarding for deposits and treasury management; Elevate operational risks or relationship opportunities to Relationship Managers; Participate in portfolio reviews, audit preparation, and operational huddles; Contribute to procedural documentation and team training
Seniority
Mid-level, hands-on IC