SBA Commercial Relationship Specialist-

About the role

The Commercial Relationship Specialist at Regions provides general administrative support to Relationship Managers within Commercial Banking, including roles in Commercial Banking, Agricultural Banking (AG), Government and Institutional Banking (GIB), Small Business Administration (SBA), and Franchise Lending. This role requires a bachelor's degree and three years of banking or client support experience, or a high school diploma/GED and four years of general banking experience.

Responsibilities

• Affords support to Relationship Managers by performing daily support activities related to client relationships
• Functions as a point of contact for Commercial Banking clients for all servicing requests related to client relationships
• Attends weekly scheduled meetings with Relationship Managers to discuss workflow items such as renewals, new pipeline items, servicing requests, past due reports, etc.
• Generates reports for Relationship Managers such as 360 Report, Weekly Sales Report, OneView Pipeline Report, Maturities, Past Due and Exception Reporting
• Facilitates and manages credit application workflow as it applies to the appropriate credit channel, including collecting financial information from clients, submitting facility applications, and managing loan workflows to closing
• Manages post-closing requirements including tickler requirements and exception citing's
• Manages Relationship Manager(s) loan maturity pipeline, ensuring that renewals are approved and closed in a timely manner
• Acts as a liaison between Credit Products and the Commercial Team with both underwriting and loan fulfillment processes and procedures and manages due diligence requirements from the field
• Serves as a mentor for new associates
• Supports Relationship Manager(s) with miscellaneous administrative tasks as assigned

Requirements

• Bachelor's degree and three (3) years of banking or client support experience
• High School Diploma or GED and four (4) years of general banking experience

Preferences

• College degree

Skills and Competencies

• Ability to lead and mentor others
• Ability to partner with various internal partners across the organization
• Ability to research, analyze data and derive facts
• Proficiency in Microsoft Office (Word, Excel, PowerPoint)
• Excellent verbal, written communication, and organizational skills
• Excellent work ethic and self-motivation

Position Type

Full time

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

Other Benefits

• Paid vacation/sick time
• 401K with Company Match
• Medical, Dental and Vision Benefits
• Disability Benefits
• Health Savings Account
• Flexible Spending Account
• Life Insurance
• Parental Leave
• Employee Assistance Program
• Associate Volunteer Program

Location Details

Dallas Uptown, Dallas, Texas

Equal Opportunity Employer

Regions is an equal opportunity employer including disabled/veterans.