Commercial Lending Relationship Analyst

Job Responsibilities

• Administers tasks that support the commercial sales process ensuring accurate and timely processing of all transactions.
• This includes documentation of transactions originated by direct sales and loan closing coordination with outside legal firms, operations, and the client.
• Captures and communicates the activities of the department with internal bank partners, ensuring policies, procedures, and standards are followed correctly and efficiently.
• Captures and assists the RMs and PMs with loan closing activity, communicating with all stakeholders involved in the loan closing process.
• Responsible for key reporting including; portfolio metrics, loan projections, pipeline validation, and the development of recommendations to enhance those reports and correction of data.
• Solves issues from portfolio management activities such as; past dues mitigation, loan exception control and tracking, ensures compliance with procedures, & loan documents.
• Coordinates exception management tracking and clearing; follow-up on financial statements, borrowing base reports, updating insurance, and clearing any required document follow-up to ensure compliance and eliminate risk of non-compliance.
• Responds to and resolves technical issues and questions from clients and Relationship Managers.
• Manages client service inquiries including payoff requests, lien releases, and subordinations to increase client retention and satisfaction.
• Provides clients with an exceptional post-closing experience by coordinating new account processes, courtesy calls, etc.

Required Qualifications

• Education level required: Undergraduate Degree (4 years or equivalent)
• Equivalent experience may substitute for degree.
• Minimum experience required: 3+ Years of commercial lending processing/closing/customer support.
• Experience with commercial lending legal and compliance.