SBA Commercial Relationship Specialist-

Regions • Orlando, FL

2d • $53,025 - $66,833 • Onsite

About The Position

The Commercial Relationship Specialist provides general administrative support to Relationship Managers within Commercial Banking. This role supports various segments including Commercial Banking, Agricultural Banking (AG), Government and Institutional Banking (GIB), Small Business Administration (SBA), and Franchise Lending. The specialist assists with daily support activities, client servicing, and workflow management, ensuring smooth operations and client satisfaction.

Requirements

• Bachelor's degree and three (3) years of banking or client support experience
• Or High School Diploma or GED and four (4) years of general banking experience
• Proficiency in Microsoft Office (Word, Excel, PowerPoint)
• Excellent verbal, written communication, and organizational skills
• Excellent work ethic and self-motivation

Nice To Haves

• College degree
• Ability to lead and mentor others
• Ability to partner with various internal partners across the organization
• Ability to research, analyze data and derive facts

Responsibilities

• Assists Relationship Manager(s) by performing daily support activities related to client relationships and keeps respective Relationship Manager informed when appropriate
• Acts as a point of contact for Commercial Banking clients for all servicing requests related to client relationships
• Attends weekly scheduled meetings with Relationship Manager(s) to discuss workflow items such as renewals, new pipeline items, servicing requests, past due reports, etc.
• Provides reports for Relationship Manager(s) such as 360 Report, Weekly Sales Report, OneView Pipeline Report, Maturities, Past Due and Exception Reporting
• Facilitates and manages credit application workflow as it applies to the appropriate credit channel including collecting financial information from clients, submitting facility applications and managing loan workflows to closing
• Manages post-closing requirements including tickler requirements and exception citing's
• Manages Relationship Manager(s) loan maturity pipeline, ensuring that renewals are approved and closed in a timely manner
• Acts as a liaison between Credit Products and the Commercial Team with both underwriting and loan fulfillment processes and procedures and manages due diligence requirements from the field
• Assists Relationship Manager(s) with sales support functions to include marketing requests, client and prospect presentations and building prospect information files
• Opens new deposit products for clients
• Works closely with the Treasury Management team to successfully onboard new Treasury Management clients as well as provide the clients with guidance and aid in locating appropriate resources for servicing
• Maintains consistent data integrity for relationship team’s client accounts within all source systems
• Maintains OneView administrative data to include updating client contact information, merging client records, managing pipeline reports for renewals and creating prospect/centers of influence (COIs) records
• Manages data organization within Relationship Grouping Application (RGA) to ensure client records are properly grouped for accurate 360 reporting
• Provides support if assigned for clients in specialized business segments such as GIB, SBA, AG, and Capital Markets within Commercial Banking
• Supports Relationship Manager(s) with miscellaneous administrative tasks as assigned
• Helps facilitate training for new associate onboarding
• May serve as a mentor for new associates

Benefits

• Eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level