Business Services Portfolio Manager

Mountain America Credit Union

. Serve as primary relationship manager for day-to-day needs of MACU’s larger business members .

Posted 11/5/2026full-timeRemote • Arizona • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in business relationship management, financial transaction options, and loan documentation while providing exceptional member service and support. Proficient in data analytics and project management, with strong organizational and communication skills to effectively manage member portfolios.

Highest-signal resume keywords

Business Relationship ManagementLoan DocumentationData AnalyticsProject ManagementMicrosoft Office Suite Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Loan OriginationFinancial Transaction OptionsCash Management DocumentationMathematical CalculationsAnalytical Software Experience

Soft Skills

Excellent Interpersonal SkillsStrong Organizing SkillsTime Management SkillsProblem-Solving InitiativeAbility to Multi-Task

Tools & Technologies

Microsoft Office SuiteReporting SoftwareBusiness Services Tools

Industry Keywords

BSA ComplianceOFAC ComplianceFACT ActGLBARegulation CCRegulation DD

About the role

Key responsibilities & impact

Serve as primary relationship manager for day-to-day needs of MACU’s larger business members
Act as liaison to the Senior Business Advisor for managed business member relationships
Understand business entity structures and discuss business owners’ needs based on their unique structures
Educate members on financial transaction options using MACU Business Services tools, resources, and technology
Cross-sell products and services through a consultative approach
Serve as first point of contact for managed portfolio account needs, including new account documentation and core-system onboarding
Own account-opening and onboarding procedures
Manage a portfolio of members and originate loans by accepting and reviewing applications, interviewing applicants, reviewing credit reports, and cross-selling loans
Oversee loan documentation, credit decisioning, and closings for loans sourced by Business Advisors or the managed portfolio
Recommend credit union products and services to address immediate and unexpected member needs
Provide quality service by assessing needs, advising members, assisting with transactions, opening accounts, servicing accounts, and explaining suitable products and services
Own the overall member relationship and direct or delegate work according to member needs
Field and direct member requests while growing relationships and supporting credit union objectives
Resolve member complaints by clarifying issues, determining causes, providing solutions, expediting corrections, and following up
Act as liaison to Business Advisors
Participate in and complete product knowledge courses
Comply with applicable regulations, including BSA, OFAC, FACT Act, GLBA, Regulation CC, and Regulation DD
Perform other duties as assigned

Requirements

What you’ll need

Candidate must reside in Arizona
3 years professional experience in a progressive financial setting; experience in a business relationship management setting preferred
Project management experience preferred
Associate degree from an accredited institution in business, marketing, finance, economics or related field, or on-the-job experience with 3+ years in a progressive financial setting
Advanced skills with Microsoft Office Suite including Outlook, Word, PowerPoint, and Excel
Experience with analytical and reporting software preferred
Ability to clearly express ideas, methodology, results, and recommendations verbally, in writing, and through insightful reports and graphic illustrations
Ability to document outcomes and present information appropriately for key stakeholders and all levels of the organization
Ability to multi-task and maintain composure while handling member activities and requests
Ability to prepare Cash Management and loan documents
Ability to perform mathematical calculations
Ability to work autonomously and collaboratively in a fast-paced environment
Strong organizing and time management skills
Ability to work productively and efficiently with multiple projects and timelines
Adaptive to change and responds positively to altered circumstances or conditions
Desire and willingness to learn and continually update knowledge of financial concepts, strategies, and systems
Initiative to solve problems and suggest process and efficiency improvements
Excellent interpersonal skills, including the ability to lead and collaborate with ad-hoc teams
Data analytics, data validation, and business data analysis skills, including MS Excel proficiency
Ability to sit, talk, and hear consistently; stand, walk, and use hands to handle or reach occasionally
Close and distance vision requirements
This job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person

Benefits

Comp & perks

Equal Employment Opportunity/Affirmative Action/Americans with Disabilities Act/Veterans employer
Reasonable accommodations during the application, interview, and employment process