Commercial Relationship Specialist
Core
Partner with the Commercial Relationship Team to obtain and review information for underwriting, documentation, and closing of C&I and real estate term loans, as well as deposit accounts and other services.
Role type
Commercial loan operations specialist
Builds
C&I and real estate term loan packages and deposit account files
Domain
Banking / Commercial Lending
Required skills
loan administration, regulatory compliance, data input, file management, customer issue resolution, GL certification, entity verification, insurance/title/UCC review
Preferred skills
Bachelor's in business/finance, banking experience, analytical skills, communication skills, Microsoft Office proficiency
Responsibilities
Obtain and review underwriting information, process and monitor loan documentation, prepare data input sheets for banking systems, monitor loan ticklers, resolve customer account issues, perform GL certification, review business organizational documents, conduct preliminary insurance/title/UCC searches
Seniority
Mid-level, hands-on IC