Supports the clients and sales staff by performing moderate complex daily clerical functions to maintain the office and document processing.
Provide Commercial Lending Support to Commercial Relationship Managers
Review and Fund Loans
Assist with maintaining Relationship Managers portfolios - clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues
Be able to identify clients' operational needs and bank products/services to meet these needs and establish proficiency.
Provide assistance to the bank's clients in all areas of the clients' relationship with the bank, including loans, deposits, and other bank services
Authorize payment and fees of commercial client overdrafts
Approve and process commercial client's withdrawals on lines of credit
Communicate with clients, attorney's, insurance companies, title companies, and various other professionals
Assist in ordering appraisals, flood determinations, UCC's and familiar with OFAC
Work closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure satisfactory closing of loans to clients with supervision
Train on loan documentation/funding, LaserPro, and basic understanding of attorney prepared documents
High school diploma or GED and 3 - 5 years experience in a Client Specialist position
5+ years customer service experience in the banking industry
Proficiency with MS Office Suite
Medical with wellness incentives, dental, and vision