Small Business Support Specialist 1 - Tempe, AZ

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 20 - 26.39 hourlyFunction: Customer Support (Service Desk)Experience: 2+ yearsEducation: associatesSkills: ["Client service","Problem resolution","Organization","Communication","Interpersonal skills","Judgment","Follow-up"]

Provide centralized client service and operational support for Small Business Relationship Managers and their portfolios, including loan intake, documentation, account opening, onboarding, renewals, and issue resolution. Coordinate with underwriting, operations, title companies, counsel, and internal partners to clear conditions and advance client requests. Maintain accurate system data across tools like Salesforce and nCino, communicate with clients and partners, and help elevate risks or opportunities for escalation.

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

Small Business Support Specialist 1 - 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 for Small Business Relationship Managers and their portfolios, including loan intake, documentation, account opening, onboarding, renewals, and issue resolution. Coordinate with underwriting, operations, title companies, counsel, and internal partners to clear conditions and advance client requests. Maintain accurate system data across tools like Salesforce and nCino, communicate with clients and partners, and help 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 small business portfolios.
  • •Support loan intake, documentation collection, account opening, client onboarding, renewals, exceptions, ticklers, covenants, collateral reporting, and portfolio follow-up.
  • •Coordinate with underwriting, portfolio management, loan operations, title companies, outside counsel, product partners, branch partners, and internal teams to advance client requests and 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 and timely information in applicable systems and provide timely communication to support product installation, documentation completion, issue resolution, and client satisfaction.

Pay and Benefits

Salary: USD 20 - 26.39 hourly
Perks:Health InsuranceDentalVisionLife InsuranceLong-term DisabilityParental Leave401kPaid LeaveAdoption Assistance

Key Requirements

  • •Associate degree or equivalent experience.
  • •Two to three 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 processes, documentation requirements, bank products, and policies.
  • •Excellent client service, problem resolution, organization, follow-up, written communication, and interpersonal skills.
  • •Proficiency with Microsoft Office and experience with Salesforce, Fusion, nCino, Hogan, AFS, WebKYC, or similar systems is preferred.
Experience:2+ yearsBankingClient serviceLending supportSmall business banking
Education:Associate's
Skills:Client serviceProblem resolutionOrganizationCommunicationInterpersonal skillsJudgmentFollow-up
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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