Job Description

Job Description

Job Description

Description:

The CBS Difference

Cooperative Business Services offers a comprehensive, end-to-end commercial lending solution that empowers financial institutions with cutting-edge software, expert services, and strategic business development resources. Additionally, we support borrowers by providing tailored business loans designed to fuel growth and success. With a focus on innovation and collaboration, CBS ensures seamless processes and enhanced opportunities for lenders and borrowers alike.

At CBS, our goal is to set the standard for excellence in business lending. We strive to be the best — in our processes, in our service, and in the results we help our clients achieve. We’re deeply committed to serving our partner credit unions and borrowers with integrity, precision, and a shared vision for sustainable growth.

Join us on this journey as we continue to transform the future of commercial lending.

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 required to work remotely, between the hours of 8:00-5:00 EST. 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 third party reports, complete and send participation agreements to corresponding credit union participants.
• 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.
• Performs other related duties as assigned by management.

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.
• Willing to travel at least twice a year.

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 $21.63 - $26.44 houlry 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

(Preference for candidates based near Baltimore, MD or Charlotte, NC)

Job Tags

Temporary work, Work at office, Remote work,

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