Relationship Associate, Loan Operations
About This Role
Support the business customer segment through deposit and lending transaction processing, loan closing documentation support, and other business customer needs. Develop and maintain a strong working relationship with peers, customers, and lending staff. This is a customer-facing role.
- Greeting and assisting customers
- Facilitating customer research and corrections
- Processing loan payments, advances, and maintenance
- Origination and maintenance of Commercial deposit Accounts
- Loan Tracking tasks
- Loan Document review
- Loan Closing Assistance
- Complex loan processing (e.g., Construction Draws, Floor plans)
- Provide Operational support to lending staff
Requirements
Basic Qualifications
- Minimum two years’ experience in the banking industry
- Strong client service background and skills
- Demonstrated ability to handle confidential and sensitive information
- Demonstrated written and exceptional interpersonal communication on telephone and in person when greeting clients/prospects/vendors
- Ability to complete multiple assignments/projects with quality, accuracy, and within set deadlines
- Exceptional attention to detail
- High school diploma or GED
- Candidates must possess unrestricted work authorization and not require future sponsorship
Additional Qualifications
- Associate’s degree
- Banking or financial services work experience: 1-3 years
- Branch Banking experience: 1-3 years
- Lending experience: 0-12 months
Pay
Compensation range (base pay): $47,613.00–$78,560.00. This role may have a specific starting pay within this range. Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.
Schedule
It is anticipated that the incumbent in this role will work onsite at the posted location. Work location is subject to change based on business needs.
Benefits
We offer a variety of benefits designed to keep you and your family physically and financially healthy:
- Medical, Dental, Vision Insurance
- 401k, with Matching Contributions
- Time Off Programs
- Health Savings Account (HSA)/Dependent Care
- Employee Banking
- Growth Opportunities
- Tuition Assistance
- Short-Term/Long-Term Disability Insurance