Relationship Account Coordinator II - Practice Solutions

Bank of America•Westerville, OH

1d•Onsite

About The Position

This role is responsible for managing the project phase for established healthcare practice owners, and complex loan requests. Key responsibilities include working closely with internal, external and client partners to collect required loan documents, process disbursements, monitor loan budgets, and close out the loan upon project completion. Job expectations include frequently communicating with clients and partners on the project/loan status, identifying and resolving unique loan sitatuations, and working a backlog of active clients.

Requirements

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

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 in 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

Manages backlog of established and complex healthcare clients during the project phase of loan process
Processes disbursements on behalf of clients
Communicates frequently with internal/external partners and clients
Identifies and delivers to client's needs through loan closing process
Collects required documentation from client based on loan conditions
Engages in additional responsibilities and mentorship opportunities within the team