Senior Commercial Client Specialist

Responsibilities

• Provide Commercial Lending Support to Commercial Relationship Managers
• Review and Fund Loans
• Avoidance of Loan Exceptions
• Assist with Maintaining Relationship Managers Portfolios
• Clear Loan, Collateral, and Deposit Exceptions
• Avoidance of Credit Exceptions
• Avoidance of Past Dues
• Identify Clients' Operational Needs
• Bank Products/Services Proficiency
• Client Assistance
• Communication with Clients, Attorneys, Insurance Companies, Title Companies, and Various Other Professionals
• Order Appraisals, Flood Determinations, UCC’s, and Familiarity with OFAC
• Collaboration with Bankers, Underwriters, Loan Closers, Loan Processing, and Legal Documentation Areas
• Ensure Satisfactory Closing of Loans

Requirements

• High School Diploma or GED
• 3 - 5 Years Experience in a Client Specialist Position
• 5+ Years Customer Service Experience in the Banking Industry
• Proficiency with MS Office Suite

About the Role

Supports the clients and sales staff by performing moderate complex daily clerical functions to maintain the office and document processing.

Qualifications

High school diploma or GED and 3 - 5 years experience in a Client Specialist position5+ years customer service experience in the banking industryProficiency with MS Office Suite

Skills

None specified

Benefits

Medical with wellness incentives, dental, and vision HSA with company match Maternity and parental leave Tuition reimbursement Mentor program 401(k) with 6% match

Pay

N/A

Schedule

N/A