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Relationship Banking Specialist
2 months ago
In this role, you will serve as a liaison with customers, facilitating all phases of onboarding new banking relationships. You will manage and monitor existing customer relationships on an ongoing basis, working closely with the business unit and other departments throughout the bank.
Key Responsibilities- Partner with the Relationship Team to obtain and review information required for underwriting, documentation, and closing of commercial and industrial loans, construction and term loans, and all deposit accounts and other services.
- Set up, process, and monitor documents and files for package completion to meet specifications of a customer request and adherence to regulatory requirements.
- Independently prepare data input sheets and provide required information for customer relationships to be boarded on the bank's servicing system(s). Maintain files with all required documentation for third-party review and prepares files for timely audits.
- Work with attorneys and other financial or legal resources to obtain the correct, accurate documents to fully protect the financial institution's interests in the credit relationship.
- Set up and monitor loan and financial ticklers to ensure accuracy and timeliness. Follow up with customers to obtain all necessary information.
- Review and resolve a variety of customer problems/issues regarding bank products and services and facilitate processing of customer account maintenance and advance requests.
- Responsible for GL Certification which includes research, balancing, and certification.
- Analyze property and liability insurance, title policy, including title exceptions, and UCC searches to ensure compliance with bank policy and procedure.
We are seeking a highly skilled and experienced professional with a strong background in banking, loan administration, and documentation. The ideal candidate will possess:
- A high school diploma or equivalent, required
- A bachelor's degree in business, finance, or a related discipline
- 4-7 years of experience in banking, loan administration, and documentation, required
- Strong knowledge in all areas of banking and lending
- Ability to read and write, with advanced arithmetic skills
- Strong analytical and problem-solving skills
- Working knowledge of commercial finance, law, documentation, accounting, and data systems
- Strong written and verbal communication skills and interest in learning to present information to others and/or train others
- Ability to work effectively with individuals and groups across the company to manage internal and external customer relationships
- Proficiency with personal computers and related software packages such as Word and Excel, and other business machines
