Business Member Support - Business Account Documentation Specialist (Full-Time)

Golden 1 Credit Union is among the top credit unions in the country. As a member-owned, not-for-profit cooperative, we are guided by the credit union philosophy of “people helping people.” We are committed to empowering our members and uplifting our communities as we create a more equitable and financially inclusive California.

About the role

You lead the business account documentation experience by managing the end-to-end review and verification of account opening documents, ensuring accuracy, authenticity, and completeness while delivering a seamless and positive onboarding experience for business members. You are a detail-driven documentation and compliance specialist who applies strong analytical skills, regulatory awareness, and sound judgment to review standard and escalated documentation, validate funding requirements, and ensure memberships are accurately established within the core system. You partner cross-functionally with frontline teams, audit, and operations to resolve documentation exceptions, communicate effectively with prospective members when needed, and translate process insights into consistent, high-quality outcomes that support operational integrity, risk mitigation, and member confidence.

Responsibilities

• Responsible for the fulfillment operations for new accounts originating in the digital channel.
• Engages in interactions that ensure Golden 1 members encounter a positive experience beginning from new account origination through finalization and funding.
• Review and verify business organizational documents, including articles of incorporation, partnership agreements, or other relevant documents based on the business structure.
• Resolve business member issues relating to online banking, business deposit products, business lending products, and money movement services products.
• Maintain and effectively leverage a thorough knowledge of Golden 1 Credit Union business deposit and loan policy and procedures.
• Identify problems that create inefficiencies and recommend operational improvements within all areas of online account opening processes.
• Audit and verify membership applications.
• Ensure confidentiality of all members and credit union information.
• Maintain current knowledge of all Golden 1 products and services, as well as policies and procedures.
• Engage in conversations centered around business members’ needs, specifically focusing on credit, deposit, and servicing process needs to assist in growing their business.
• Guarantee compliance with the Customer Identification Program (CIP) audit process.
• Review, analyze, and report member onboarding processes or challenges that require research, evaluation, and selection of alternatives.
• Responsible for maintenance of the Business Change Forms, including new signers or account maintenance.
• Accountable for auditing forms received through E-sign.
• Examine any inquiries related to the California Consumer Privacy Act (CCPA).
• Assist with UCC filings.
• Process all complex requests submitted through Business Member Support Account Servicing queues.
• Meet production deadlines daily while maintaining quality and quantity in a fast-paced environment.
• Maintain effective communication with all Credit Union employees to ensure coordination and exchange of information for accomplishing Credit Union goals.
• Participate and contribute to a positive teamwork environment, encouraging team commitment to corporate, division, and departmental goals.
• Perform additional duties as assigned.

Requirements

• Bachelor’s Degree in business or a related field preferred; directly related experience may be considered in lieu of education.
• 3+ years of experience in business document review, including areas such as Business Account and Loan Products.

Benefits

Golden 1 Credit Union provides its employees a market-competitive and internally equitable total rewards compensation package through a variety of programs. These programs are designed to attract, motivate, and retain employees that drive and support the achievement of our Mission, Vision, and Strategic Goals. The Credit Union is committed to a total rewards philosophy built on:

• A comprehensive compensation package
• Well-being and work-life balance
• Career development and growth
• Rewards and recognition
• A commitment to Diversity, Equity, and Inclusion

We believe in fostering a workplace where every employee is recognized, valued, and motivated to contribute their best.

Pay

$28.00 - $30.00 hourly