Client Relationship Specialist I, II, or Sr. (Loan Admin Asst.)

American Bank•Corpus Christi, TX

43d

About The Position

At American Bank, we re focused on building personal and meaningful relationships with our clients, delighting them with our service, and providing a full range of forward-thinking products and solutions built around their specific goals. We re growing and we need talented, smart, and dedicated professionals to help us continue expanding. If you re interested in forming lasting client relationships and working with the best bankers in the Lone Star State, let s talk. As the Client Relationship Specialist, you will be supporting our commercial lending officers by coordinating and managing all facets of the lending process.

Requirements

Superior service skills
Strong attention to detail
Excellent written, verbal, and interpersonal communication skills
Ability to manage multiple files or tasks at a time and in different stages
Experience with loan banking systems including CRM (customer relationship management tool)
Ability to meet deadlines and follow directions in a timely, accurate and confidential manner
Ability to work independently and collaboratively as needed
Proficient typing and PC skills with word processing and spreadsheet applications
Knowledge of loan documentation
Intermediate knowledge of related state and federal banking compliance regulations, and other bank operational policies
Intermediate experience, knowledge and training in branch operation activities, terminology and products and services relating to retail and commercial accounts
High school graduate or equivalent required
Level I: 1-5 years of experience
Level II: 5+ years of experience
Sr. Level: 10 or more years of experience

Nice To Haves

Experience with commercial lending preferred
College level business or related banking courses preferred.
Bachelor s degree preferred but not required.

Responsibilities

Delivers the highest level of service and support to internal partners and external clients
Help gather financial and legal information necessary to underwrite loan requests prepare and review loan reports and internal documentation
Help prepare loan memos for circulation to bank officers
Gather, organize and help maintain the financial and legal documentation necessary to ensure the bank is in strict compliance with bank regulations.
Coordinate with law offices, title companies, appraisers and surveyors to gather and organize the documents needed to close loan transactions.
Properly authenticate customer identity and authorization to act on behalf of the account
Review work for accuracy and completeness, assist others in resolving issues, approve transactions within authority levels, and trains others in department operations
Provide support to all assigned areas of the department where service or assistance is needed; act as backup for loan department positions and functions
Assist loan officers in managing loan pipeline by requesting/gathering information and clearing loan exceptions
Coordinate the signing of documents with clients, funding of loan, or any other assistance
Manage and set up forms and agreements for loan payments
Ensure accuracy and proper use of tracking for key information such as Flood Insurance, Property Tax Insurance, UCCs, etc.
Maintain an active knowledge base of the bank s loan products and an understanding of the qualifications required
Performs official notary services as required
Follows policies and procedures; completes administrative tasks correctly and on time; supports the bank s goals and values
Performs other duties and special projects as assigned