Relationship Account Coordinator I - Practice Solutions

Bank of America•Westerville, OH

11d•Onsite

About The Position

At Bank of America, the Relationship Account Coordinator I - Practice Solutions manages the project and build-out phase for first-time healthcare practice owners. The role 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 coordinator provides frequent updates, handles a portfolio of active clients, and identifies and resolves unique loan situations.

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 real estate loan administration 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 with clients over the phone.

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.