Relationship Specialist
Core
Acts as a liaison with customers during onboarding and manages existing Commercial customer relationships, handling loan documentation, compliance, and account maintenance.
Role type
Commercial Relationship Specialist
Builds
Commercial and Industrial (C&I), construction, and term loans; deposit accounts and other banking services
Domain
Banking / Commercial Lending
Required skills
Commercial finance knowledge, loan administration, regulatory compliance (Bank Secrecy Act, Reg CC/E), documentation processing, data entry, insurance/title policy analysis, GL certification, problem-solving
Preferred skills
Bachelor's in business/finance, HS Diploma/GED, training/mentoring others
Technologies
Microsoft Word, Excel, banking servicing systems
Responsibilities
Partner with Commercial Relationship Team for underwriting and closing loans; Set up and monitor loan/financial ticklers; Review and resolve customer issues regarding bank products; Analyze property/liability insurance and title policies; Maintain files for third-party review and audits; Perform GL Certification (research, balancing, certification); Coach or train others as subject matter expert
Seniority
Mid-level (4-7 years experience)