Consumer Lending Associate
7 days ago
This role is responsible for supporting the Consumer Banking client service channel by coordinating the activities of assigned Consumer Bankers. Ensures timely and accurate processing of client accounts and required servicing documentation. Consistently gains confidence and trust of others through honesty, integrity, and authenticity.
Key Responsibilities- Assist Bankers in business development to meet or exceed new client relationship goals, generate new loans, deposits, and fees, and maintain portfolio.
- Coordinate loan approval and document preparation, process closed loans for booking and submission to loan vault, and provide prompt, professional, and courteous service to customer inquiries.
- Communicate with outside vendor companies regarding closing procedures, review exceptions reports, and follow up with borrowers and commercial bankers to clear loan document exceptions.
- Manage past dues by providing weekly reports to commercial bankers and follow up with customers on past financial statements.
- Adhere to the highest legal and ethical standards applicable to our industry and to Seacoast Bank's Code of Conduct, while observing both the spirit and letter of all government regulations and laws, and bank policies and procedures.
- High School Diploma or equivalent required.
- College degree in financial services preferred.
- 3+ years related experience in consumer lending support.
- 2+ years financial services experience.
- Demonstrate excellent communication (written and verbal) and interpersonal skills.
- Able to work independently and exercise a high degree of initiative.
- PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.
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