Relationship Account Coordinator I - Practice Solutions

Bank of America•Westerville, OH

9d•Onsite

About The Position

At Bank of America, the Relationship Account Coordinator I – Practice Solutions role manages the project and build-out phase for first-time healthcare practice owners. The coordinator works with clients and internal and external partners to collect required loan documents, process disbursements, monitor loan budgets, and close out loans when projects are complete. The role involves managing a portfolio of active clients and providing frequent updates and communication throughout the loan process. The coordinator is expected to identify and resolve unique loan situations and help meet clients’ needs through loan closing. Bank of America describes its workplace approach as committed to an in-office culture supporting collaboration, engagement, and career development, with flexibility based on role responsibilities and business needs.

Requirements

Proficient computer skills.
Strong decision-making and problem-solving skills.
Excellent verbal and written communication skills.
Strong customer service skills.

Nice To Haves

Three or more years of previous real estate loan administration experience or real estate paralegal experience.
Ability to learn and adapt to ongoing changes and new technology platforms.
Experience receiving and implementing performance feedback and coaching.
Self-motivated and results-oriented, with excellent organizational skills.
Experience deepening relationships over the phone with clients.

Responsibilities

Manage a backlog of startup healthcare clients during the project phase of the loan process.
Process disbursements on behalf of clients.
Communicate frequently with internal and external partners and clients.
Identify and deliver clients’ needs through the loan closing process.
Collect required documentation from clients based on loan conditions.
Monitor loan budgets and close out loans upon project completion.