Commercial Banking Specialist

Responsibilities

• Affords support to Relationship Managers (RMs) in the Commercial and Business segments.
• Collaborates with RMs to gather necessary materials for loan applications (financials, purchase agreements, invoices, etc.).
• Prepares loan requests using required forms or the Commercial Online Application (CML) software.
• Sends applications to the Loan Fulfillment team for further review and processing.
• Monitors and manages open loan applications in the Loan System (LOS).
• Works with Underwriting teams and Loan Fulfillment to collect any missing client information.
• Collaborates with Loan Fulfillment to coordinate loan closings and performs Notary services.
• Sends completed loan packages to Loan Fulfillment for funding and booking.
• Supports Portfolio and Credit Administration by utilizing Power BI software to provide pipeline, portfolio, production, and credit information.
• Assists with clearing past due financials, post-closing exceptions, and trailing documents.
• Facilitates the opening of commercial depository accounts for assigned RMs and acts as a liaison with Treasury Management, Private Banking, and the Community Banking team.
• Resolves client depository issues with Client Care and Treasury Management Services.
• Supports sales efforts by conducting research and organizing outreach for business development activities.
• Assists and 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.
• Ability to communicate with clients and key decision makers effectively and independently.
• Able to 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.