Small Business Support Specialist 2 - Tempe, AZ

U.S. Bancorp
Arizona
Workplace: OnsiteFull timeUSD 22.5 - 30 hourlyFunction: Customer Support (Service Desk)Experience: 3-5 yearsEducation: associatesSkills: ["Client service","Problem resolution","Organization","Follow-up","Written communication"]

Provide centralized client service and operational/lending support for small business portfolios and Relationship Managers. Support loan intake, documentation collection, account opening, onboarding, renewals, exceptions, ticklers, covenants, collateral reporting, and issue resolution. Coordinate across underwriting, loan operations, title companies, outside counsel, product and branch partners, and help resolve servicing needs. Maintain accurate records in systems such as Salesforce, Fusion, and nCino while ensuring compliance and timely, compliant client experiences.

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

Small Business Support Specialist 2 - 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/lending support for small business portfolios and Relationship Managers. Support loan intake, documentation collection, account opening, onboarding, renewals, exceptions, ticklers, covenants, collateral reporting, and issue resolution. Coordinate across underwriting, loan operations, title companies, outside counsel, product and branch partners, and help resolve servicing needs. Maintain accurate records in systems such as Salesforce, Fusion, and nCino while ensuring compliance and timely, compliant client experiences.
Location: Arizona
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, documentation collection, account opening, onboarding, renewals, exceptions, covenants, and collateral reporting.
  • •Coordinate with underwriting, portfolio management, loan operations, title companies, outside counsel, product partners, branch partners, and internal teams to advance client requests and clear 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 professional communication to support product installation, documentation completion, and client satisfaction.

Pay and Benefits

Salary: USD 22.5 - 30 hourly
Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kPaid LeavePaid HolidayAdoption Assistance

Key Requirements

  • •Associate degree or equivalent experience.
  • •3 to 5+ years of related banking, client service, operational support, lending support, or small business banking experience.
  • •Knowledge of small business banking operations, account servicing, lending support processes, documentation requirements, and applicable policies.
  • •Demonstrated strong client service, problem resolution, organization, follow-up, written communication, and interpersonal skills.
  • •Ability to work effectively with clients and internal partners (Small Business Relationship Managers, underwriting, portfolio management, operations, and branch partners) to support client outcomes.
Experience:3-5 yearsSmall business bankingBankingLending supportClient service
Education:Associate's
Skills:Client serviceProblem resolutionOrganizationFollow-upWritten communication
Licenses:NMLS
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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