Commercial Banking Specialist

Responsibilities

• Affords support to Relationship Managers (RMs) in the Commercial and Business segments.
• Collaborates with RMs to contact clients for gathering necessary application materials (financials, purchase agreements, invoices, etc.).
• Prepares loan requests using required forms or the Commercial Online Application (CML) software and submits applications to the Loan Fulfillment team.
• Manages open applications in LOS for assigned RMs during the underwriting and pre-closing phases.
• Coordinates loan closings and attends loan closings to perform Notary services.
• Serves as a liaison between Treasury Management, Private Banking, and the Community Banking team to facilitate the depository process.
• Assists with portfolio and credit administration by utilizing Power BI software to provide pipeline, portfolio, production, and credit information.
• Tracks upcoming loan maturities and contacts clients for financial information as needed.
• Assists in clearing past due financials, post-closing exceptions, and trailing documents.
• Supports sales efforts by conducting research and organizing outreach for business development activities.
• Supports assigned RMs with daily activities including calendar management, incoming calls from clients, and client mailings.
• Ensures compliance with all applicable compliance rules and regulations.

Qualifications

• Associate degree in administrative services/business or equivalent experience required.
• Minimum 4 + years of administrative and/or banking experience preferred; 2+ experience working with commercial processes.
• Strong working knowledge of Microsoft Word and Excel.
• Focused on providing excellent service to RMs, Clients and Bank Partners.
• Effective written and verbal communication skills in working with RMs, Clients and Bank Partners.
• Able to communicate with clients and key decision makers effectively and independently.
• Able to effectively manage time and prioritize meeting deadlines, highly productive and efficient multi-tasker.
• Appropriate attention to detail and organizational skills.
• Able to adapt and manage changing priorities and deadlines.