Commercial Relationship Specialist

Key Responsibilities

• Aids lenders with loan underwriting to ensure documents are completed accurately and promptly.
• Aids lenders with loan documentation, excluding clean-up tasks, and provides administrative support as needed.
• Aids customers with general loan inquiries, particularly regarding payment information.
• Understands loan packages and documentation to assist lenders in thoroughness and exception clearance.
• Aids lenders in relationship summaries, customer exposure limits, and credit report pulls.
• Knowledgeable about commercial deposit cash management solutions to assist in onboarding and servicing client relationships.
• Makes necessary General Ledger entries to assist customers with fund transfers or payments.
• Responsible for confidential and time-sensitive material.
• Aids in planning and organizing public relations projects.
• Tracks customer referral programs and employee referrals, including incentive programs like merchant services, insurance, and investments.
• Aids in managing non-interest income vendors.
• Aids lenders throughout the loan origination process, including communication with lawyers.
• Coordinates with lenders on portfolio management, including maturing loans and servicing.
• Creates CIF records and opens deposit accounts as applicable.
• Performs other duties as assigned.

Additional Responsibilities

• Adheres to all Bank policies and procedures, Federal and State regulations and laws.
• Complies with regulatory requirements including BSA, AML, CIP, and OFAC to assist in identifying, detecting, and deterring money laundering or other unlawful activities.

Qualifications

• High school graduate or equivalent experience.
• Minimum 2 years of secretarial or executive assistant experience, preferably in a financial institution.
• Hands-on banking experience is a definite asset.
• Proficient typing, calculator, and word processing skills.
• The ability to work under pressure, meet deadlines, and maintain confidentiality.
• Organization and efficiency are essential.
• Proficiency with Excel and Word is required.
• Jack Henry or similar experience is beneficial.
• A valid driver license of the state in which they reside.