Client Relationship Specialist

2 months ago

Universal City, United States AMERICAN BANK Full time
Job DescriptionJob DescriptionAt American Bank, our philosophy is simple. We’re an independent bank focused on building personal connections with our clients, delighting them with our service, and providing a full range of forward-thinking products and solutions built around their specific goals. That is how we’ve been doing business since 1970, and it’s how we’ll approach our client relationships as we continue into the future.

American Bank is growing, and we need talented, smart, and dedicated professionals to help us continue expanding. If you’re interested in forming lasting client relationships and working with the best bankers in the Lone Star State, let’s talk.

American Bank is looking for Client Relationship Specialist - SBA responsible for managing administrative and clerical duties for the SBA Loan Operations Manager and providing support to lenders on business loans. Our ideal candidate is a team player with strong attention to detail, has a lending background, and possesses working knowledge of preparing loan packages for business loans.

Summary of Position

Performs various administrative and clerical services for SBA Operations Manager by performing the following duties:

Essential Duties & Responsibilities

  • Ability to effectively communicate with internal and external customers
  • Coordinates with loan officer to prepare loan reports, gather proper information, prepare documentation papers to be included in the loan package
  • Coordinates with customers to obtain all necessary information required to underwrite, close/fund loans
  • Coordinates with customers the signing of documents, funding of loan, or any other assistance
  • Works with third party vendors for due diligence
  • Prior to changing, altering or releasing any account information, responsible for authenticating the customer's identity and their authorization to act on behalf of the account as stated on the account's signature card contract.
  • Performs other duties and special projects as assigned

Non-Essential Duties & Responsibilities

  • Ability to operate office machines, and other standard computer equipment

Experience Required

  • 3 to 5 years of experience working in the banking environment with 2 to 3 years of experience working with loan documentation
  • 1-3 years SBA loan processing experience preferred, but not required
  • Commercial lending experience preferred

Qualifications

  • Proficient typing and PC skills with word processing and spreadsheet applications
  • Knowledge of loan documentation
  • Exceptional customer service skills

Education

  • High school graduate or equivalent required
  • College level business or related banking courses preferred

American Bank offers competitive pay, comprehensive health coverage for you and your family, matching 401(k), maternity leave, tuition reimbursement, referral bonuses, paid holidays, generous paid time off, an exciting and unique culture, opportunities for career growth, and more

American Bank provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, genetics, sexual orientation, national

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