Commercial Sales Associate II (Brooklyn, NY)
Core
Provides ongoing commercial customer service documentation, loan system support, and administrative assistance to Relationship Teams on assigned accounts.
Role type
Commercial Sales Associate II (Banking Operations)
Builds
Loan closing packages, financial statement tracking, payment processing, and reporting for commercial lending.
Domain
Commercial Banking / Financial Services
Required skills
Commercial lending products knowledge, loan documentation administration, credit policy understanding, financial statement analysis, payment processing, loan closing support, customer service, analytical problem solving, attention to detail, PC skills (Word, Excel, PowerPoint), Relationship Team systems knowledge.
Preferred skills
None stated.
Technologies
Word, Excel, PowerPoint, Relationship Team systems and software.
Responsibilities
Analyze transaction structures, assist Relationship Managers in closing loans and clearing conditions, process payments and wires, provide financial statement support, prepare correspondence and reports, act as initial customer service contact for complex issues, provide notary services.
Seniority
Mid-level, individual contributor.