Client Specialist
Role Summary
This position supports clients and sales staff by performing moderate clerical functions related to office operations and document processing. The role primarily involves providing Commercial Lending Support to Relationship Managers, reviewing and funding loans, processing and administering commercial loans, and maintaining accurate loan records. It requires obtaining credit information, calculating interest and charges, and assisting with disbursements and loan extensions. The role also involves client communication, account management, and cross-selling bank products/services. Additionally, responsibilities include preparing loan documents, coordinating with legal and professional entities, and ensuring satisfactory loan closings. The role demands close collaboration with various departments such as Underwriting, Loan Processing, Legal, Treasury Management, and Deposit Operations to monitor loans and accounts effectively. Administrative duties include processing wire requests, assisting other departments, and supporting client relationships in all banking areas.
Qualifications & Skills
- High school diploma or GED with 2-4 years of relevant experience or equivalent education and experience
- Strong organizational, communication, and customer service skills
- Knowledge of commercial lending processes, loan documentation, and banking protocols
- Ability to review financial information, process transactions, and coordinate with multiple departments
- Proficiency in handling client inquiries, preparing reports, and maintaining accurate records