Merit Business Funding Operations Specialist

Job Type: Full Time
Location: Malvern, PA
Department: Merit Business Funding

Job Description

Position Summary:

Responsible for performing Operational duties to support the Merit Business Funding division; coordinating work within the department, as well as with other departments; complying with operating policies and procedures established for this position; supporting Underwriting and Diligence functions.  Reporting pertinent information to appropriate leadership; responding to inquiries or requests for information.  Taking on additional tasks and responsibilities as warranted, including risk assessment, Underwriting and Diligence.

Qualifications Required:
  • Strong computer skills (MS Office, etc.)
  • High degree of attention to detail and ability to multitask
  • Experienced with Core, Enterprise, or CRM systems
  • Proficient in Word and Excel
  • Excellent written and verbal communication skills
  • Ability to prioritize and multitask
  • Positive attitude
  • Strong work ethic
  • Financial background a plus
  • Associate’s or Bachelor’s degree in a business or math-related field is a plus
Essential functions and responsibilities:
  • Develop proficiency with Data Entry tasks, such as keying relevant information into the database, and scanning submission and sales documents
  • Assist with building Sizing Calculators to assess liquidity
  • Assist in completing Scorecards to assess risk
  • Ability to assess and communicate risk and support Underwriting and Diligence
  • Manage information and document flow, including sending and retrieving sales agreements and gathering relevant documentation to expedite Fundings
  • Demonstrate and promote Meridian Bank and Merit Business Funding Core Values: Our Partners, Our People, Our Bank and Our Communities
  • Coordinates specific work tasks with other employees within the department as well as with other departments in order to ensure the smooth and efficient flow of information
  • Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place
  • Communicates with management and coworkers in order to integrate goals and activities
  • Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank’s compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
  • Other duties as assigned
Success factors/job competencies:
  • Organizational and time management skills
  • Ability to work as part of a tem
  • Excellent interpersonal and communication skills
  • Timely and regular attendance
  • Positive attitude
  • Willing to learn
  • Completes work in a timely manner
  • Actively seeks coaching
Physical demands, work environment, and location:
  • Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the necessary functions. This is a largely sedentary role, requiring the use of typical office equipment such as a computer, laptop and cell phone. Most work is completed in an office environment.
  • Work environment: The noise level in this environment is moderate
  • Location: Various Meridian Bank locations in the Philadelphia area as assigned

Equal Opportunity Statement

  • Meridian Bank is an Equal Opportunity Employer

Performance standards:

  • Annual review
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