Client Service Rep, Banking
2 weeks ago
Commercial Real Estate Client Specialist
Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit
As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer.
Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, office mixed use and multifamily properties. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish.
Facilitate application process by interfacing with customers in taking complete applications. Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts.
Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process.
Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately.
Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting.
Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan.
Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers.
Minimum 2 years' experience in mortgage lending, with inside sales/customer service background.
Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications.
Superior customer service skills.
Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand.
College graduate preferred.
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment.
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