Client Relationship Specialist

6 days ago


Corpus Christi, Texas, United States AMERICAN BANK Full time

**About the Role**

We are seeking a highly skilled Client Relationship Specialist to join our team at American Bank. As a key member of our commercial lending department, you will be responsible for delivering exceptional customer service and support to internal and external clients.

The ideal candidate will have a strong attention to detail, excellent communication skills, and the ability to manage multiple files or tasks simultaneously. You will work closely with our commercial lending officers to coordinate and manage all facets of the lending process, including obtaining necessary information and documents required to close loans.

Key Responsibilities:

  • Assist loan officers in gathering financial and legal information necessary to underwrite loan requests
  • Pprepare loan memos for circulation to bank officers
  • Gather, organize, and maintain financial and legal documentation to ensure compliance with bank regulations
  • Coordinate with law offices, CPA offices, title companies, appraisers, and surveyors to gather and organize documents needed to close loan transactions
  • Be actively involved in the preparation and review of loan documents to ensure accurate and timely loan closings
  • Meet with clients to close loan transactions or complete loan transactions through DocuSign
  • Fund loans and make loan advances via check, wire transfer, or direct deposit
  • Authenticate customer identity and authorization to act on behalf of the account
  • Provide support to assigned areas of the department where service or assistance is needed
  • Manage and set up forms and agreements for loan payments

Requirements:

  • Bachelor's degree in Business Administration or related field preferred
  • Minimum two years' experience in commercial lending, loan processing, or loan servicing
  • Strong attention to detail and excellent written and verbal communication skills
  • Ability to manage multiple files or tasks at a time and in different stages
  • Experience with loan banking systems, including CRM (client relationship management tool)
  • Solid understanding of commercial loan and insurance documents
  • Ability to meet deadlines and follow directions in a timely, accurate, and confidential manner

What We Offer:

  • Competitive salary: $70,000 - $90,000 per year
  • Comprehensive health coverage for you and your family
  • Matching 401(k) plan
  • Paid maternity leave
  • Tuition reimbursement
  • Referral bonuses
  • Paid holidays
  • Generous paid time off


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