Small Business Support Specialist 3 - Tempe, AZ

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 25.63 - 34.18 hourlyFunction: Customer Support (Service Desk)Experience: 5+ yearsEducation: bachelorsSkills: ["Client service","Problem resolution","Organization","Follow-up","Communication","Interpersonal skills","Judgment"]

Provide centralized client service and operational support to Small Business Relationship Managers and their portfolios. Support loan intake, documentation, account opening, onboarding, renewals, exceptions, and ongoing portfolio follow-up while resolving servicing issues such as payments, payoffs, wire transfers, and maintenance. Coordinate across underwriting, operations, title companies, and internal partners to clear outstanding conditions, maintain timely records in systems like Salesforce and nCino, and elevate risks or opportunities for escalation.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
2 days ago

Small Business Support Specialist 3 - Tempe, AZ

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Provide centralized client service and operational support to Small Business Relationship Managers and their portfolios. Support loan intake, documentation, account opening, onboarding, renewals, exceptions, and ongoing portfolio follow-up while resolving servicing issues such as payments, payoffs, wire transfers, and maintenance. Coordinate across underwriting, operations, title companies, and internal partners to clear outstanding conditions, maintain timely records in systems like Salesforce and nCino, and elevate risks or opportunities for escalation.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Support (Service Desk)
Seniority: Mid level

Key Responsibilities

  • •Provide centralized client service and operational support for Small Business Relationship Managers and assigned portfolios.
  • •Support loan intake and servicing activities including documentation, account opening, onboarding, renewals, exceptions, and collateral reporting.
  • •Coordinate with underwriting, portfolio management, loan operations, title companies, outside counsel, product partners, branch partners, and other internal teams to clear outstanding conditions.
  • •Research and resolve client servicing needs including loan maintenance, overdrafts, payoffs, payments, account maintenance, wire transfer support, and documentation follow-up.
  • •Maintain accurate information in applicable systems and communicate timely with clients and internal partners; participate in calls, reviews, and operational huddles as needed.

Pay and Benefits

Salary: USD 25.63 - 34.18 hourly
Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kRetirementPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

  • •Bachelor's degree or equivalent experience.
  • •Five or more years of related banking, client service, operational support, lending support, or small business banking experience.
  • •Strong knowledge of small business banking operations, account servicing, lending support, and documentation requirements.
  • •Excellent client service, problem resolution, organization, follow-up, written communication, and interpersonal skills.
  • •Proficiency with Microsoft Office and experience with systems such as Salesforce, Fusion, nCino, Hogan, AFS, and WebKYC (preferred).
Experience:5+ yearsBankingClient serviceSmall businessLendingAccount servicing
Education:Bachelor's
Skills:Client serviceProblem resolutionOrganizationFollow-upCommunicationInterpersonal skillsJudgment
Tech Stack:Microsoft OfficeSalesforceFusionNCinoHoganAFSWebKYC

Company Brief

U.S. Bancorp
U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Minneapolis, United States
Founded: 1863
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Glassdoor: 3.8
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