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JOB FUNCTION / SUMMARY:
This position is primarily responsible for providing moderately complex administrative and operational support to Relationship Manager in the Wholesale Segment. This support includes the delivery of customer service at the highest levels, the performance of research and resolution of client issues, and the administration of loan documentation and portfolio reporting.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Provides support to Relationship Managers by assisting in the fostering of customer relationships through the processing of transactions, renewing loans, scheduling closings, resolving account/customer issues and providing various other administrative support.
Works closely with Relationship Managers to assist with obtaining financial data, drafting letters and agreements, clearing exceptions, and obtaining collateral documentation. Coordinates with CPA's, attorneys, insurance agents, etc. of assigned clients to resolve specific exceptions and transactional issues.
Prepares and coordinates required loan documentation via worksheets; reviews loan documentation; coordinates execution of loan documents; coordinates booking of renewal loan documents; clears loan exceptions.
Serves as a liaison between the Relationship Manager and Lending Services during document preparation. Coordinates document workflow as appropriate.
Closes complete loan packages in conjunction with or in the absence of the relationship manager. Ensures applicable loan documentation is approved and in compliance with regulations and company policy; maintains knowledge of current lending policies, procedures and regulations.
Responsible for the monitoring and maintenance of multiple reports; keeps Relationship Managers apprised of any issues/problems that may arise and need attention.
Assists Relationship Managers in identifying opportunities to sell ancillary services like treasury management, merchant services, and wealth management. Participates in joint calls with our clients at the invitation of the relationship manager.
Assists Relationship Managers in managing the deposit relationship and associated services, i.e. wires, account set up, NSF management, approvals, signatures, etc. Assist clients with draws, transfers and loan payments with appropriate authorization.
Monitors past due reports and coordinates the collection of past due principal and interest payments. Conducts periodic reviews of the past due report and alerts Relationship Managers as applicable.
Opens and services commercial deposit accounts. At certain locations, may receive checks and cash for deposit, record customer transactions, and issue receipts.
High School diploma or GED and 3 years of experience in a commercial lending support function; Associate's degree preferred
Working knowledge of loan documentation and related financial statements
Working understanding of ancillary services like treasury management, merchant services, card products, and wealth management; can support setup of products as needed
Proficient in applicable banking systems along with the Microsoft Office Suite
Working knowledge of COAST and/or other lending workflows to assist banker in processing commercial loans
Working knowledge of the loan imaging system with the ability to load, maintain, archive, and retrieve credit file information
Basic understanding of the complex types of commercial loans, along with syndications and participations
Effective oral and written communication skills
Effective organizational and administrative skills
Excellent customer services skills
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
Ability to work under stress and meet deadlines
Ability to operate related equipment to perform the essential job functions
Ability to read and interpret a document if required to perform the essential job functions
Ability to travel if required to perform the essential job functions
Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.