Relationship Manager Assistant

About the role

As a Relationship Manager Assistant, you will provide support to the Commercial Relationship Managers and Portfolio Managers in the day-to-day administration of individual loan portfolios. You will work directly with Relationship Managers, Portfolio Managers, other internal departments, clients, and attorneys to process loans for closings. You will also work directly with clients on service issues and daily account maintenance. The Relationship Manager Assistant will track and collect exception items and work with the Relationship Manager on monitoring the payment status of each individual portfolio. This role is highly visible in the Bank and requires a high level of professionalism and self-awareness. Flexibility is required to meet the overall demands of the department and the Bank.

Requirements

• High school diploma or equivalent required
• Two years of related experience and/or training preferred
• Experience in completing commercial real estate documents preferred

Skills

• Ability to listen and identify the needs and wants of a customer
• Service-oriented and a team player
• Analytical and strategic thinking
• Proficient computer skills and familiarity with Microsoft Office applications
• Self-driven, results-oriented, and able to work with minimal management oversight
• Proficient knowledge of bank products and services
• Professional communication skills when dealing with customers and other employees
• Ability to multi-task and adapt quickly without stress
• Acute attention to detail
• Ability to read and comprehend documents such as policies and procedures

Responsibilities

• Provide support to commercial Relationship Managers on a daily basis with administration of their individual loan portfolio
• Assist Relationship Managers in the preparation of loan approval documents
• Assist Relationship Managers with tracking daily overdrafts
• Accurately order attorney work and coordinate loan closings
• Complete pre-loan preparation as outlined on Commercial Loan Checklists
• Complete loan closing preparation with accurately prepared and reviewed loan documents
• Attend loan closings as needed
• Provide notary services as needed
• Monitor loans on an ongoing basis
• Assist clients with maintenance issues as needed for the loan relationship
• Assist clients with service issues including wire transfers, stop payments, and account transfers
• Provide customer support for Cash Management products including remote deposit, mobile deposit, online banking, and ACH products
• Track and collect exception items
• Coordinate the monitoring of payment status of a portfolio with the respective relationship manager
• Provide loan payoffs as requested
• Accurately create and maintain RMS records
• Establish a professional presence in the community as a representative of the Bank
• Maintain a professional appearance and abide by the dress code
• Serve as the office/department first point of contact by greeting visitors and directing them appropriately
• Notify company personnel of visitor arrival and deliver messages in a timely manner
• Maintain a safe, clean, and presentable reception area
• Work with the RM and PM team to schedule time out of the office to ensure no negative customer impact
• Vacation/personal time approval will be housed with the RMA Supervisor
• Serve as backup to the Portfolio Manager as needed
• Maintain compliance with regulations and bank policies and procedures, including the Bank Secrecy Act (BSA) and the Office of Foreign Assets Control (OFAC) requirements
• Consistently support, uphold, and model the organization’s core values and standards
• Complete other duties as assigned by management

Physical Requirements

While performing the duties of this job, the employee is regularly required to effectively communicate with customers, employees, and management. Regular use of the telephone and email for communication is essential. Remaining in a stationary position for extended periods of time is common. Must be able to accurately gather and process verbal and written information and properly prepare or inspect documents. Good manual dexterity is needed for the frequent use of common office equipment, such as computer terminals, calculators, copiers, and telephones. Occasional travel to loan closings, sales meetings, or overnight travel may be required.