Manager, Business Services Lending Assistant

Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.

Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.

Purpose of the Job

The Manager of Business Services Lending Assistant plays a critical leadership role within the Business Services department by overseeing the Lending Assistant team and ensuring the delivery of high-quality, timely, and compliant support across the business lending portfolio. This position provides operational leadership, drives consistency and excellence in loan support and servicing, and serves as a key partner to lenders, underwriting, and operations. The role contributes to portfolio performance, risk management, and an exceptional member experience through strong leadership, sound judgment, and deep business lending expertise.

Essential Functions and Responsibilities

• Provides direct leadership, coaching, and accountability for the Lending Assistant team, including workload management, performance feedback, and professional development.

• Acts as the primary escalation point for complex loan support, documentation issues, servicing requests, and workflow challenges.

• Oversees the accuracy, completeness, and timeliness of loan documentation, file maintenance, and member communications across the business lending portfolio.

• Ensures Lending Assistants effectively support lenders with complex servicing needs, change-in-terms, renewals, modifications, and annual loan review preparation.

• Partners closely with Business Services lenders, underwriting, documentation, and operations teams to manage pipeline flow and resolve issues that could impact member experience or portfolio risk.

• Monitors service levels, turnaround times, quality standards, and workload trends; implements improvements to enhance efficiency and consistency.

• Ensures adherence to all applicable policies, procedures, and regulatory requirements; proactively identifies and addresses potential compliance or risk concerns.

• Leads or contributes to process improvement initiatives, system enhancements, and workflow standardization efforts within Business Services.

• Supports internal and external audits, examinations, and reviews by ensuring documentation accuracy and regulatory readiness.

• Assists in the development, maintenance, and communication of departmental procedures, job aids, and training materials.

• Trains, mentors, and cross-trains Lending Assistants to ensure depth of knowledge, continuity of service, and succession readiness.

• Serves as a trusted resource and liaison across departments, promoting collaboration and a strong service culture.

• Serves as acting manager as needed and participates in leadership discussions, planning, and strategic initiatives impacting Business Services.

Other Duties and Responsibilities

• Assists with other tasks and projects as assigned.

Knowledge, Skills, and Abilities

• Must have advanced knowledge of business and commercial lending products, loan documentation, servicing, and portfolio management.

• Must have strong leadership and people management skills with the ability to coach, influence, and hold team members accountable.

• Must have demonstrated ability to manage complex workflows, competing priorities, and time-sensitive deadlines.

• Must have excellent analytical and problem-solving skills with the ability to assess risk, identify root causes, and implement effective solutions.

• Must have a high level of attention to detail and commitment to accuracy and quality control.

• Must have strong written and verbal communication skills, including the ability to collaborate effectively with senior leaders, lenders, and cross-functional partners.

• Must have a solid understanding of regulatory, compliance, and risk considerations in a business lending environment.

• Must be proficient with loan origination systems, document preparation platforms, and workflow or tracking tools.

• Should possess a strong commitment to providing excellent service to Truliant's members

Physical Requirements

• Occasional standing, walking, bending, and stooping required.

• Must be able to sit at a desk for long periods of time and use a computer.

• Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds.

Education and Background

• Bachelor's degree in business, finance, accounting, or a related field required; equivalent advanced experience may be considered.

• Minimum 7-10 years of experience in business or commercial lending, loan operations, or related financial services roles required.

• Minimum 3 years of experience in a leadership, supervisory, or senior support role within a business lending environment required.

• Must have demonstrated experience supporting complex business loan structures, servicing requests, and portfolio management activities.

• Credit union Business Services experience strongly preferred.

• Relevant professional certifications (e.g., business lending, credit, or leadership) preferred.

If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant!

As a member of the Truliant family, you will enjoy the following full time benefits:

• No-cost employee Medical, dental, vision coverage
• Prescription benefits (including mail order)
• Paid holidays and Paid Time Off (PTO)
• 401(k) plan with contribution matching
• Paid community involvement volunteers hours
• Paid group life Insurance
• Teammate loan discounts
• Tuition reimbursement
• Short and long-term disability
• Health & Wellness program
• Teledoc (physician video conferencing)
• Onsite fitness facilities or health club reimbursement
• Employee Assistance Program (EAP)
• Medical flexible spending account
• Dependent care flexible spending account