Commercial Banking Associate

PopularMiami Lakes, FL
Hybrid

About The Position

Popular Association Servicing We are currently searching for a Commercial Banking Associate to join our Popular Association Loan Management team! This position is responsible for providing customers with a high level of service and support to a designated business banking team to ensure customers receive consistent, quality service, their inquiries are responded to, and operational situations are resolved promptly and efficiently.

Requirements

  • High school diploma or equivalent, combined with two years of customer service background.
  • Ability to work on multiple projects/tasks simultaneously.
  • Writes clearly and informatively; provide good documentation.
  • Identifies and resolves problems.
  • Demonstrates attention to detail.
  • Applicants must be authorized to work for any employer in the United States.
  • This position is not open to applicants who need visa sponsorship or transfer of visa sponsorship at this time.

Nice To Haves

  • The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.

Responsibilities

  • Research, investigate and resolve customer discrepancies, complaints and payments.
  • Assist customers in opening new accounts, reconciliation of their accounts, and account transfers, loan draws, and pay-downs.
  • Applies customer payments on the loan system to conform with terms of the loan documents.
  • Act as liaison with various units responsible for providing service to the commercial customer including but not limited to the processing of loans, payments, financial analysis, statements, etc.
  • Pro-actively seek information from clients and prospective clients to understand possible changing situations, needs and desired benefits, communicate information to relationship officer.
  • Ensure respective databases are accurate and up to date for customer information.
  • Compile data and generate management reports as needed.

Benefits

  • Our hybrid work model benefit applies to certain positions and is subject to changes based on the organizational needs.
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