Relationship Associate, Loan Operations

First National Bank
6dOnsite

About The Position

Summary of the Job: Support the business customer segment through deposit and lending transaction processing, loan closing documentation support, and other business customer needs to be identified. Develop and maintain a strong working relationship with peers, customers, and lending staff. This is a customer facing role About This Role: Key Accountabilities: (not limited to) Greeting and assisting customers Facilitating customer research and corrections Processing loan payments, advances, and maintenance Origination and maintenance of Commercial deposit Accounts Loan Tracking tasks Loan Document review Loan Closing Assistance Complex loan processing (i.e.- Construction Draws, Floor plans) Provide Operational support to lending staff

Requirements

  • Minimum two years’ experience in the banking industry
  • Strong client service background and skills
  • Demonstrated ability to handle confidential and sensitive information
  • Demonstrated written and exceptional interpersonal communication on telephone and personally when greeting clients/prospects/vendors
  • Ability to complete multiple assignments/projects with quality, accuracy and within set deadlines.
  • Exceptional attention to detail
  • High school diploma or GED
  • Candidates must possess unrestricted work authorization and not require future sponsorship.

Nice To Haves

  • Associates Degree
  • Banking or financial services 1-3 years
  • Branch Banking 1-3 years
  • Lending 0-12 months

Responsibilities

  • Greeting and assisting customers
  • Facilitating customer research and corrections
  • Processing loan payments, advances, and maintenance
  • Origination and maintenance of Commercial deposit Accounts
  • Loan Tracking tasks
  • Loan Document review
  • Loan Closing Assistance
  • Complex loan processing (i.e.- Construction Draws, Floor plans)
  • Provide Operational support to lending staff

Benefits

  • Medical, Dental, Vision Insurance
  • 401k, With Matching Contributions
  • Time Off Programs
  • Health Savings Account (HSA)/Dependent Care
  • Employee Banking
  • Growth Opportunities
  • Tuition Assistance
  • Short-Term/Long-Term Disability Insurance

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

High school or GED

Number of Employees

5,001-10,000 employees

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