Commercial Sales Associate I (US)
About The Position
The Commercial Sales Assistant I provides ongoing customer service and documentation support as the Relationship Team's liaison on assigned accounts. This role involves providing professional and efficient service to external and internal customers, analyzing transaction structures, and performing customer service functions. The position offers administrative support to Relationship Managers, assisting in loan closing processes, including clearing conditions, preparing closing packages, and organizing loan documentation. Additionally, it involves supporting financial statement processes, handling payments, advances, pay-downs, wires, and line of credit adjustments. The role also includes supporting the Relationship Team with reporting, loan activities, delinquencies, correspondence preparation, and tracking within the loan information system. The Commercial Sales Assistant I will also support Relationship Managers with reporting, including pipeline and loan closing data, and input on the Bank's loan origination platform. This role may act as an initial customer service contact, initiating and facilitating customer research to ensure comprehensive solutions. Processing customer transactions and providing notary services as needed are also part of the responsibilities.
Requirements
- High school diploma or equivalent experience
- 1+ years related experience required
- Knowledge of commercial lending products, credit policy, loan documentation and administration requirements and legal and regulatory guidelines
- Knowledge of commercial lending policy and procedures, including lending authority, loan structures, risk ratings, loan to value ratio and other related information
- Knowledge of commercial rate changes, billing processes, reading transaction histories, explaining late fees and interpreting the technical details of the loan system for Customers and Relationship Team
- Customer service skills
- Ability to multi-task along with attention to detail
- Strong communication skills, both verbal and written
- Math skills and accuracy with numbers and transactions
- PC Skills (Word, Excel, PowerPoint) preferred
Nice To Haves
- PC Skills (Word, Excel, PowerPoint) preferred
Responsibilities
- Provides professional and efficient service to external and internal Customers
- Analyzes transaction structure
- Provides Customer service functions
- Provides administrative support to Relationship Managers
- Assists the Relationship Manager(s) in closing loans, including assisting to clear conditions of closing, aiding in the preparation of the closing packages an organizing the loan closing package
- Provides Financial Statement support, including uploading and tracking of statements
- Processes payments, advances, pay-downs, wires and line of credit adjustments
- Supports Relationship Team with reporting, loan activities, delinquencies, correspondence preparation and tracking in loan information
- Supports Relationship Managers with reporting, including pipeline, loan closing and other input on the Bank loan origination platform
- Prepares correspondence and provides administrative support
- Assist in monitoring Monthly/Daily reports
- May act as the initial Customer service contact and may initiate and facilitate Customer research (depends on complexity and nature of issue) ensuring a comprehensive solution to the Customer is provided
- Processes Customer transactions as necessary
- Interacts with external Customers as needed
- Provides notary services as needed
Benefits
- health and well-being benefits
- savings and retirement programs
- paid time off (including Vacation PTO, Flex PTO, and Holiday PTO)
- banking benefits and discounts
- career development
- reward and recognition
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
