Relationship Associate, Loan Operations

First National BankLincoln, NE
Onsite

About The Position

This role supports the business customer segment through deposit and lending transaction processing, loan closing documentation support, and other business customer needs. The Relationship Associate will develop and maintain strong working relationships with peers, customers, and lending staff. This is a customer-facing role that involves a variety of tasks including greeting and assisting customers, facilitating customer research and corrections, processing loan payments, advances, and maintenance, and handling the origination and maintenance of Commercial deposit accounts. The position also provides assistance with Real Estate service forms, loan system workflow, loan tracking, loan document review, and loan closing. Complex loan processing, such as Construction Draws and Floor plans, is also part of the responsibilities, along with providing 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
  • Work Experience 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
  • Real Estate service form assistance
  • Loan system workflow assistance
  • 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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