Job description

Description: The CBS Difference At Cooperative Business Services (CBS), we deliver premier commercial lending services and cutting-edge software solutions to financial institutions across the nation. Our expertise spans all property types, ensuring that we meet the diverse needs of our clients. Our vision is to revolutionize financial partnerships, where institutions thrive and people flourish. This vision drives us to continually innovate and push the boundaries of what’s possible in the financial sector. Our mission is clear: to empower financial institutions with innovative thinking and market-leading business solutions. We are committed to providing the tools and insights needed to navigate the complexities of the market, enabling our clients to achieve sustainable growth and success. Currently, CBS is in an exciting growth period as we position ourselves for 2025 and beyond. Join us on this journey as we continue to transform the future of financial institutions. Your Role in Our Success The Business Development Administrator (BDA) supports the Business Development Officer(BDO) in their assigned regions by providing essential administrative and operational assistance to ensure the success of commercial lending initiatives. This position will be remote. Below are the areas of responsibilities that will help you thrive and succeed in this role: • Collect borrower information and ensure accurate and timely entry into relevant systems; • Prepare meeting materials, presentations, and reports to ensure BDOs are equipped for client engagements; • Manage schedules and calendars for BDOs, coordinating appointments with borrowers, credit unions, and other stakeholders; • Submit expense reports on behalf of BDO’s ensuring compliance with organizational policies; • Order environmental reports third party reports, and send out participation agreements; • Coordinate gift deliveries to borrowers as requested by BDO’s; • Guide borrowers through the process of setting up accounts with credit unions, including gathering necessary documentation and ensuring compliance with membership requirements; • Act as a liaison between borrowers, credit unions, and internal teams to facilitate smooth account setup and lending processes; • Address borrower inquiries promptly and provide exceptional service throughout the lending journey; • Maintain organized records of borrower interactions, loan applications, and account setup processes using CRM systems; • Maintains the integrity and confidentiality of borrow information and files. • Ensure office supplies are adequately stocked and ordered as needed; • Collaborate with commercial lending teams to streamline workflows and ensure compliance with organizational policies. Requirements: What You Bring to the Table • You have 3-5 years of experience in administrative support; experience in supporting sales representatives preferred; • You have excellent verbal and written communication skills for clear and effective collaboration to interact with borrowers, credit unions, and internal teams; • You have strong time management skills to prioritize tasks and meet deadlines. • You have a team-oriented mindset with the ability to collaborate and coordinate across departments • You have excellent organizational and time management skills, with the ability to handle multiple transactions simultaneously • You are Proficient in Microsoft 365 products and CRM software The Perks of Being with Us At Cooperative Business Services, we believe in creating an environment where you can thrive both personally and professionally. Here’s what you can look forward to as a valued member of our team: • Compensation: Base compensation for this role ranges from $50,000-$60,000 based on experience • Remote Work Environment • Generous Holidays: Take advantage of 13 paid holidays each year • Comprehensive Insurance Coverage: Choose from a selection of medical, dental, vision, and supplemental benefit plans to suit your needs. Additionally, the company provides company-paid Short-Term Disability (STD), Long-Term Disability (LTD), and life insurance equivalent to 1 time your salary. • 401(k) Plan: The company provides a generous matching contribution of up to 6%. • Tuition Assistance

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