Commercial Relationship Specialist - SBA

Regions Bank•Orlando, FL

2d•Onsite

About The Position

At Regions, the Commercial Relationship Specialist provides general administrative support to Relationship Managers within Commercial Banking, including Commercial Banking and specialized business segments such as Agricultural Banking, Government and Institutional Banking, Small Business Administration, and Franchise Lending. The role supports client relationships, credit and loan workflows, reporting, sales support, and administrative operations. It may provide support for specialized segments such as GIB, SBA, AG, and Capital Markets, and may include mentoring new associates. This full-time position is based at Regions’ Orlando Main location in Orlando, Florida. It requires time tracking and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act. The position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.

Requirements

Bachelor’s degree and two years of banking or client support experience; or high school diploma or GED and three years of general banking experience.
Ability to partner with various internal partners across the organization.
Ability to research and analyze data and derive facts.
Advanced verbal and written communication and organizational skills.
Advanced work ethic and self-motivation.
Proficiency in Microsoft Office, including Word, Excel, and PowerPoint.

Nice To Haves

College degree.

Responsibilities

Assist Relationship Managers with daily support activities related to client relationships and keep them informed as appropriate.
Serve as a point of contact for Commercial Banking clients regarding servicing requests related to client relationships.
Attend weekly meetings with Relationship Managers to discuss workflow, including renewals, pipeline items, servicing requests, and past-due reports.
Provide Relationship Managers with reports such as 360 Reports, Weekly Sales Reports, OneView Pipeline Reports, maturities, past-due reports, and exception reports.
Facilitate and manage credit application workflows, including collecting client financial information, submitting facility applications, and managing loan workflows through closing.
Manage post-closing requirements, including ticklers and exception citations.
Manage loan maturity pipelines to ensure renewals are approved and closed in a timely manner.
Liaise between Credit Products and the Commercial Team regarding underwriting and loan fulfillment processes and procedures, and manage field due-diligence requirements.
Assist Relationship Managers with sales support, including marketing requests, client and prospect presentations, and prospect information files.
Open new deposit products for clients.
Work with the Treasury Management team to onboard new clients and guide them to appropriate servicing resources.
Maintain accurate client-account data in relationship-team source systems.
Maintain OneView administrative data, including client contact information, merged client records, renewal pipeline reports, and prospect and center-of-influence records.
Organize data in the Relationship Grouping Application to ensure client records are properly grouped for accurate 360 reporting.
Provide assigned support for specialized Commercial Banking segments, including GIB, SBA, AG, and Capital Markets.
Complete miscellaneous administrative tasks as assigned.
May mentor new associates.