Relationship Specialist, Sr
Core
Primary liaison for Commercial customers managing onboarding, loan administration, and relationship maintenance for complex C&I, construction, and term loans.
Role type
Senior Commercial Relationship Specialist (Loan Administration)
Builds
Commercial & Industrial loans, construction loans, deposit accounts, and related banking services
Domain
Banking / Commercial Lending
Deliverable
client delivery
Required skills
complex loan administration, underwriting support, regulatory compliance (Bank Secrecy Act, Reg CC/E), title insurance analysis, UCC searches, GL certification, loan closing management
Preferred skills
Bachelor's in business/finance, H.S. Diploma/GED
Technologies
Microsoft Word, Excel, banking servicing systems
Responsibilities
Partner with Commercial Relationship Team for underwriting and closing complex loans; Set up and monitor loan/financial ticklers and closing conditions; Prepare data input sheets and documentation for system onboarding; Analyze property/liability insurance and title policies for compliance; Resolve customer issues regarding bank products and services; Perform GL Certification (research, balancing, certification); Coach or mentor others as subject matter expert