Commercial Banking Specialist

Responsibilities

• Affords support to assigned Relationship Managers (RMs) in the Commercial and Business segments.
• Supports RMs with daily activities including calendar management, incoming calls from clients, and client mailings.
• Point of contact for clients—puts the client at the center of all decisions; takes actions to create a high level of service to internal and external clients; makes and maintains long-term relationships with clients.
• Conducts research and organizes outreach for business development activities.
• Understands and complies with all applicable compliance rules and regulations.
• Resolves client issues by seeking to identify what caused the issue and working collaboratively with the relevant Bank Partners.
• Assists with Depository Process
• Gathers items needed to open commercial depository accounts for assigned RMs and acts as a liaison with Treasury Management, Private Banking, and the Community Banking team to facilitate the depository process.
• Acts as a point person in resolving client depository issues with Client Care and Treasury Management Services.
• Assists with Loan Process
• Collaborates with RMs in contacting clients to gather items needed to prepare a complete application for submission (financials, purchase agreements, invoices, etc.).
• Prepares loan requests utilizing required forms or the Commercial Online Application (CML) software.
• SUBMITS APPLICATIONS TO THE LOAN FULFILLMENT TEAM FOR FURTHER INPUT AND PROCESSING.
• Reviews and manages open applications in CML for assigned RMs.
• DURING THE UNDERWRITING AND PRE-CLOSING PHASE, COLLABORATES WITH UNDERWRITING TEAMS AND LOAN FULFILLMENT TO OBTAIN ANY MISSING CLIENT INFORMATION (FINANCIALS, ENTITY DOCUMENTATION, SIGNERS, ETC.).
• CORPORATES LOAN CLOSINGS AND ATTENDS LOAN CLOSINGS TO PERFORM NOTARY SERVICES.
• SUBMITS CLOSED LOAN PACKET TO LOAN FULFILLMENT FOR FUNDING AND BOOKING.
• Assists with Portfolio and Credit Administration
• Utilizes the Power BI software to provide assigned RMs with pipeline, portfolio, production and credit information.
• Tracks upcoming loan maturities and contacts clients to request financial information as needed.
• ASSISTS IN CLEARING PAST DUE FINANCIALS, POST-CLOSING EXCEPTIONS, AND TRAILING DOCUMENTS.

Qualifications

• Associate’s degree in Administrative Services/Business or equivalent experience required.
• Minimum three years of administrative and/or banking experience preferred; 1+ years of experience working with commercial processes.
• Ability to communicate with clients and key decision makers effectively and independently.
• Strong working knowledge of Microsoft Word and Excel.