Senior Corporate Client Specialist

Responsibilities

• Provide Commercial Lending Support to Commercial Relationship Managers
• Review and Fund Loans
• Avoidance of loan, collateral and deposit exceptions, credit exceptions, assist with past dues
• Identify clients’ operational needs and bank products/services to meet these needs and establish proficiency
• Provide assistance to the bank's clients in all areas of the clients’ relationship with the bank, including loans, deposits, and other bank services
• Authorize payment and fees of commercial client overdrafts
• Approve and process commercial client’s withdrawals on lines of credit
• Communicate with clients, attorney’s, insurance companies, title companies, and various other professionals
• Aid in ordering appraisals, flood determinations, UCC’s and familiar with OFAC
• Work closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure satisfactory closing of loans to clients with supervision
• Train on loan documentation/funding, LaserPro, and basic understanding of attorney prepared documents

Requirements

• High school diploma or GED and 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

Customer Service, Clerical, Banking, Loan Processing, Microsoft Office

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