Relationship Specialist, Sr
Core
Primary liaison for Commercial customers managing onboarding, loan administration, and day-to-day relationship maintenance for complex lending structures.
Role type
Senior Commercial Relationship Specialist
Builds
Commercial & Industrial, construction, and term loans; deposit accounts; and related banking services.
Domain
Banking / Commercial Lending
Required skills
Complex loan administration, underwriting support, regulatory compliance (BSA, Reg CC/E), title insurance analysis, UCC searches, GL certification, customer relationship management, document preparation, negotiation with legal resources.
Preferred skills
Bachelor's in business/finance, HS Diploma/GED, coaching/mentoring, advanced Excel/Word proficiency.
Technologies
Microsoft Word, Microsoft Excel, banking servicing systems.
Responsibilities
Partner with Commercial Relationship Team for underwriting and closing complex loans; set up and monitor loan/financial ticklers; resolve customer issues regarding bank products; perform GL certification and balance accounts; analyze property/liability insurance and title policies; maintain compliance with bank regulations and policies.
Seniority
Senior, hands-on IC with mentorship duties