Relationship Specialist

Responsibilities

• Process and close consumer and commercial loans in a prompt, accurate and efficient manner.
• Prepare loan documents as necessary.
• Provide excellent service to our members and bankers.
• Input the loan request in loan summary and current system platform(s).
• Prepare Debt Summary (if applicable).
• Input all consumer/commercial loans.
• Meet with members as requested for loan closings at the Bank.
• Review signed documents to assure the package is complete with proper signatures obtained.
• Package loan documents and required supporting documentations for transmittal to Loan Services, including applicable general ledger tickets and check copies.
• Following up and clearing all outstanding exceptions.
• Preparing loan payoff quotes upon request from members.
• Accepting loan payoff checks and preparing appropriate transaction tickets.
• Monitoring weekly past due loan payments and update comments weekly for Officer.
• Meeting with Officers weekly to input and manage loan pipeline.
• Deposit Process Serving as the contact person for any member service assistance with assigned Officers’ portfolios.
• Processing requests for transfers of funds and other needs as they arise.
• Safeguarding member information and communications.
• Following up and clearing all outstanding deposit exceptions.
• Pulling reports for Officers as needed.
• Meeting with officers weekly to manage business development.
• Processing transfer requests.
• Processing wire transfers and stop payments.