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Commercial Banking Specialist
3 months ago
Are you looking for growth opportunity supporting a fast growing, fast paced, client-oriented boutique bank with opportunity to learn and grow? The Bank of San Francisco is looking for a Commercial Banking Specialist to become a critical part of our team. Please contact us today to discuss this opportunity
Commercial Banking Specialist
Location: San Francisco, CA
Job Responsibilities
- Coordinate with clients and the Client Service Department to facilitate the opening of new depository accounts. This involves completing new account forms and working with Relationship Managers to complete CIP forms and Enhanced Due Diligence forms when necessary.
- Coordinate with clients and the Cash Management Department for the set-up of online banking, cash management, remote deposit and merchant services.
- Coordinate with clients and the Loan Servicing Department for the set-up of new loans and/or renewals of existing ones. This entails working with Relationship Managers during the preparation of documentation request forms and the gathering of required information from clients, as well as, at times, arranging for the signing of loan documents.
- Handle/coordinate client inquiries related to their accounts (e.g., balance information, stop payment requests, loan pay downs and/or advances, etc.).
- Coordinate with Documentation Specialist to ensure timely issuance of Initial Disclosures, Closing Disclosure and Loan Docs to ensure closing date per contract.
- Assist Relationship Managers with initial loan set up of Loan Application into the Bank’s Loan Origination System (nCino)
- Perform other related duties as assigned or as the situation dictates.
Requirements
- Minimum 3 years commercial banking and residential lending processing experience
- College degree in business or related field, or equivalent experience preferred
- Ability to work with multiple systems to complete the loan process
- Excellent verbal and written skills in order to communicate effectively and tactfully within the Bank and with the Bank‘s clients, while maintaining a high level of confidentiality.
- Ability to provide a high level of client service.
- Strong organizational skills, including the ability to prioritize and multi-task.
- A thorough knowledge of all Bank services.
- Knowledge of Microsoft Office programs such as Outlook, Salesforce CRM, PowerPoint, Word and Excel; knowledge of the use of various types of office equipment, such as multi-line phones, printers and scanners.
To apply please send your resume or inquiry to Sue at humanresources@bankbsf.com
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. All employees may be required to perform duties outside of their normal responsibilities from time to time, as needed.
BSF is an Equal Opportunity Employer. Recruitment, placement, and promotions are conducted without regard to an individual’s race, color, religion, sex, national origin, age, physical handicap, veteran status or sexual orientation, or any other classification protected by Federal, State, and local laws & ordinances. We will consider qualified candidates with criminal history in a manner consistent with the requirement of the San Francisco Fair Chance Ordinance. All qualified applicants are encouraged to apply.
