Commercial Support Manager

Chartway Federal Credit Union•Salt Lake City, UT

13d

About The Position

All of us at Chartway stand united in our strong culture of listening and learning. We treat people with respect, integrity, and kindness, and are committed to continuously developing a diverse and inclusive workplace where team members are empowered to be their authentic selves. All backgrounds, viewpoints, and life experiences are welcome, knowing this commitment strengthens our credit union family and communities. The Commercial Support Manager reports to the Vice President of Commercial Lending and plays a critical role in supporting the commercial lending framework through leadership of the commercial support team. This position ensures that commercial loan documentation, processing, and compliance activities are completed accurately and efficiently. By building team capability and improving workflow coordination, the Commercial Support Manager enables lending leadership to focus on strategic growth, portfolio management, and underwriting oversight. This position supports both commercial lending and the retail driven small business pipeline by establishing standards, improving processes, and supporting timely loan delivery. The Commercial Support Manager fosters a collaborative and development focused environment that prepares the team to handle a wide range of commercial lending activities.

Requirements

Comprehensive knowledge of commercial lending products and documentation requirements
Strong understanding of commercial lending compliance and regulatory expectations
Ability to coach and develop team members
Strong organizational and prioritization skills
High attention to detail and accuracy
Effective communication and relationship building skills
Ability to evaluate and streamline processes
Core System Proficiency
Experience with an LOS (loan servicing system) including loan setup, modifications, and GL validation
Finastra LaserPro for commercial loan document generation
Document imaging systems
CoreLogic flood system or Lereta
OFAC, AML, and KYC screening platforms
Commercial loan boarding to the core system
NAICS, call report coding, and CRA classifications
Amortization schedules and payment structuring
Collateral system setups including UCC, mortgage, insurance, and covenant tracking
Tickler and tracking system configuration
Interpretation of entity documentation including LLCs, LPs, trusts, and corporations
Flood, insurance, and title compliance workflows
QC checklist design and document exception management
Understanding of workflow across LOS to document preparation to core system to imaging
Microsoft Teams and SharePoint
Adobe and e signature platforms such as DocuSign
Five or more years of commercial lending experience required
Experience with commercial loan documentation and compliance required

Nice To Haves

Prior leadership or mentoring experience preferred
Credit union or financial institution experience preferred

Responsibilities

Lead, mentor, and develop commercial support team members
Establish clear expectations and workflows to support commercial and small business lending volume
Provide training on commercial loan documentation, compliance requirements, and system utilization
Support professional and skill development to build a fully capable commercial support function
Oversee preparation, review, and processing of commercial loan documentation
Ensure accuracy, completeness, and compliance with internal policies and regulatory requirements
Monitor quality control standards and resolve documentation or processing issues
Coordinate with lenders, analysts, underwriters, and business development partners to support timely loan closing and onboarding
Identify and implement process improvements that increase efficiency and reduce errors
Support integration of small business loan processing from retail channels into commercial operations
Evaluate workload distribution and adjust staffing assignments as needed
Serve as a subject matter expert for commercial loan support processes, systems, and documentation platforms
Work closely with the Vice President of Commercial Lending and lending leadership team to align support operations with strategic priorities
Serve as a liaison between commercial lending, credit, loan operations, and retail business development
Provide updates on support activities, issues, and process improvements