Relationship Administrator Team Leader

Univest•Souderton, PA

43d•Onsite

About The Position

Are you ready to take charge of a dynamic team and drive operational excellence? We're seeking a passionate leader to mentor, train, and inspire our support staff, aligning team goals with our organization's vision. In this pivotal role, you'll provide expert commercial lending process support and deliver exceptional client management for our Commercial Lending Team. Your customer-focused approach and deep knowledge of commercial lending practices, including approvals, documentation, post-closing, and compliance will help us build and retain strong relationships with both new and existing commercial banking clients. Collaborate with Relationship Managers, operational teams, and other business lines to meet customer needs, all while ensuring strict adherence to bank policies and procedures.

Requirements

Communication/Relationship-Builder: Excellent interpersonal and communication skills. Ability to communicate in a professional manner through verbal, nonverbal, and written communication. Engage with both internal and external customers by establishing trust, confidence, and making connections.
Detail-Oriented: Maintain strong organization and effective time-management to handle multiple priorities at any given time. Focus on small details when completing tasks in a timely manner. Establish and maintain a routine schedule to remain productive throughout the day.
Customer-Service Focused: Deliver exceptional service while striving to meet the financial needs of the customers. Demonstrate a positive and helpful attitude when interacting with customers. Listen generously to concerns or issues. Resolve customers' questions and concerns in a timely fashion.
Self-Management: Maintain composure in high-pressure situations. Ability to handle most problems/exceptions in an independent manner. Exude a professional attitude and willingness to be collaborative.
Leadership: Ability to align goals for performance with the vision of the organization and monitor productivity. Develop employees through coaching using positive and constructive feedback. Conduct timely performance evaluations.
High School Diploma or GED Required, and/or equivalent experience in related area. College Degree preferred.
Software Proficiency: Microsoft Teams or equivalent, Video Conferencing, Microsoft Office, specifically Word, Excel, Outlook, OneNote, PowerPoint and SharePoint
Minimum of three years of industry experience in an administrative support role

Nice To Haves

Prior Salesforce and nCino experience
Knowledge of commercial lending processes and procedures
Prior management experience highly preferred

Responsibilities

Supervisory responsibilities of a team consisting of support staff roles. Responsible for coaching and guiding staff to carry out the plans and procedures consistent with Bank policies, including compliance with laws and regulations. Conduct timely performance evaluations.
Establish operational relationship with designated clients to handle routine daily operational issues and client requests.
Deposit and Loan Account Support, including NSF/Overdraft management and processing transfers and loan payments.
Assist in gathering documentation needed from customers to open accounts.
Facilitate Account / Loan Maintenance, including but not limited to account closures, change of address, signers, and contact information.
Retrieve and send account statements to customers.
Facilitate wire requests and cashier check requests.
Contact customer with check issues from Item Operations, including but not limited to approval over amount, chargebacks, irregular signature, and stop payments.
Collaborate with Relationship Managers and Portfolio Managers in sending out financial statement letters, if needed.
Scan and track financial information, loan documentation, and other miscellaneous information in the Bank's systems.
Create miscellaneous written forms of communication, including but not limited to account verification and appraisal fee letters.
Provide support to the loan origination process, such as ordering, reviewing, and saving all necessary due diligence searches, including but not limited to real estate searches, lien searches, credit reports, background checks, and OFAC reports.
Provide support to the commercial loan process by ordering appraisal and environmental reports.
Prepare the approval package using a Loan Origination System in collaboration with the Relationship Manager to outline the structure, terms, and conditions of the loan facility for new loan origination and renewals/modifications of existing loans.
Provide support to the loan closing process, such as determining pre-close items required for loan settlement. This may include, but not be limited to obtaining insurance documentation, communicating directly with title companies, and being responsible for review and final approval of loan coding.
Assist in ordering and reviewing loan documentation, scheduling loan settlements, and notarizing loan documents, when needed.
Provide post-closing support through scanning executed loan documentation, sending the loan for booking, processing, and submitting payments for loan fees and Attorney Invoices and converting files into the permanent electronic imaging system.
Retrieve and distribute monthly reporting including but not limited to delinquencies, maturing loans, annual reviews, insurance, and exception reporting.
Collaborate with Relationship Managers and Portfolio Managers in clearing exceptions.
Collaborate with Collateral Review Team to facilitate construction loan advance requests.
Provide support to Commercial Lending Team for Audit Preparation.
Prepare and provide Reg B adverse action notices, when required.
Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct.
Perform additional duties as required.

Benefits

Medical, dental and vision coverage (single or family; begins the first of the month following start date)
Participation in 401(k) plan with up to a 3% employer match after 6 months of employment
15 days annually (prorated your first year)
10 days annually of sick time with a doctors note (prorated your first year)
11 paid holidays
We offer company paid life insurance: as well as other supplemental insurances
Tuition reimbursement
Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement
Discounts: on loan products
Professional development trainings