Credit Union:

Verity Credit Union


Seattle, WA





Job Description:


  • Order and review of applicable due diligence items (operating agreements, account cards, business license, entity documentation, etc.).
  • Assist Business Services Development Officer with managing the auxiliary business services products (ACH, RDC, analysis accounts, etc.).
  • Follow up on business memberships and business services.
  • Provide loan services support for business members.
  • Assist Business Services team in improving the knowledge of the Business Services products throughout the other delivery channels, including supporting the Branch Network to provide increased sales opportunities.
  • Insure credit stipulations and covenants are followed and loan packages are complete.
  • Monitor and manage the existing business membership portfolio with a focus on product performance of existing relationships.
  • Maintain knowledge of all state and federal regulations that are applicable to the transactions performed.
  • Research industry trends and risks.
  • Ability to interact in a courteous and professional manner with other departments within the credit union, vendors, outside visitors and by phone.
  • Act as a backup for questions regarding business products and services.
  • Send correspondence to members and follow-up when necessary.
  • Assist management in preparation for internal/external audits.
  • Keep the team informed during the onboarding process and troubleshooting any issues that arise.
  • Compile reports as requested by management.
  • Performs other job related duties as assigned.

Please Note: If you feel you do not have all the qualifications and/or skills listed we still encourage you to apply. 

Education and Experience

  • Bachelors degree in business administration or two or more years of related experience (desired)
  • Experience working with small business clients (preferred)
  • Commercial documentation experience (a plus)

Knowledge, Skills, and Abilities

  • Working knowledge of business accounts and deposit support.
  • Knowledge of financial institution processes, loan policies and procedures, and the fundamentals concepts of business accounts.
  • Maintain strict adherence to established security procedures.
  • Ability to learn and use software, including commercial underwriting programs.
  • Ability to read complex entity documents.
  • Ability to collect, organize, interpret, and analyze entity documentation.
  • Ability to perform minor mathematical calculations.
  • Strong verbal, written, and interpersonal skills.
  • Detail-oriented.
  • Solid problem-solving skills.
  • Prioritizes to meet work deadlines.
  • Ability to work independently and as a team member.
  • Ability to present a positive and professional image to all employees and members.
  • Ability to be certified as and maintain status as a notary.


Verity CU is committed to working with its employees to reasonably accommodate them with the physical aspects of the position. The following is a list of physical considerations that are normally encountered in this job:

  • Position requires the ability to sit or stand for long periods of time.
  • Position requires the ability to work on computers for a long period of time in an office environment.