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Business Banking Consultant

2 months ago

Hialeah, Florida, United States Banco Popular Puerto Rico Full time

Position Overview:

This role is essential for the proficient management of a specified portfolio, providing daily assistance to a dedicated business banking team to ensure optimal customer service, timely responses to inquiries, and efficient resolution of operational issues.

Key Responsibilities:

  • Maintain detailed profiles of priority clients and keep assigned officers informed of significant developments; assist in managing client relationships.
  • Support the administration of daily credit and loan processes, including managing overdue accounts, reviewing ticklers, extending credit, and addressing customer inquiries.
  • Review and process documentation related to loan agreements and borrowing arrangements.
  • Evaluate documentation for renewals and restructures as authorized by management.
  • Prepare and review documentation requests, liaising with loan officers for any missing information and clarifying facts and approvals.
  • Monitor overdraft accounts daily and report findings to assigned officers for approval, contacting clients as necessary.
  • Maintain the file room and prepare new commercial credit files, ensuring existing documentation is accurate and consistently updated.
  • Handle the preparation and securing of approval signatures for Satisfactions, Releases, and UCC3s.
  • Prepare transmittal letters or ELODs for advances and pay down requests, reviewing loan statuses accordingly.
  • Process customer payments, verifying loans in the system, preparing transmittals for processing transactions, and managing wire requests.
  • Ensure accuracy of new loan booking data against note terms and conditions, interpreting results and reporting findings related to the loan portfolio.
  • Request financial statements from clients and obtain necessary documentation to keep files current.
  • Handle incoming customer inquiries regarding loan status, billing, escrows, and account analysis, conducting investigations for discrepancies.
  • Respond to requests from vendors, accountants, and auditors for balance verification.
  • Monitor loan maturity dates and prepare extension requests.
  • Coordinate with the business banking team to ensure compliance with financial reporting and covenant requirements.
  • Facilitate the closing of renewals and restructures, booking them in the loan system.
  • Collaborate with management and internal legal counsel to ensure appropriate legal representation is assigned when necessary.
  • Investigate and resolve customer discrepancies, complaints, and payment issues.
  • Act as a liaison with various units responsible for servicing commercial clients, including loan processing, payments, and financial analysis.
  • Regularly interact with third-party service providers, providing feedback to management regarding any issues or concerns.
  • Manage the application of payments on the loan system in accordance with loan document terms.
  • Proactively seek information from clients to understand changing situations and needs, communicating relevant information to the relationship officer.
  • Ensure databases are accurate and up-to-date for customer information.
  • Compile data and generate management reports as needed.

Qualifications:

  • Analytical Skills: Ability to identify and resolve problems, recognizing opportunities to enhance accuracy and optimize resources.
  • Communication Skills: Clear and persuasive communication in various situations, with strong writing skills for documentation.
  • Time Management Skills: Capability to manage multiple projects efficiently within established time frames.
  • Banking Knowledge: Familiarity with banking products, services, policies, and regulations to ensure compliance.
  • Computer Skills: Proficient in basic computer operations, including Excel and Word.
  • Customer Service: Professional demeanor with excellent telephone skills and the ability to positively influence customers.

About Banco Popular Puerto Rico:

Banco Popular Puerto Rico is a leading financial institution with a long-standing commitment to providing essential financial services and solutions to our customers and communities. We value the diverse skills and experiences of our employees and are dedicated to fostering a supportive environment.