Relationship Specialist
Core
Acts as a liaison for onboarding new banking relationships and manages ongoing commercial customer relationships, ensuring compliance and processing loan documentation.
Role type
Commercial Relationship Specialist
Builds
Commercial and Industrial (C&I), construction, and term loans, plus deposit accounts and related services for moderate to complex clients.
Domain
Banking / Commercial Lending
Deliverable
client delivery
Required skills
Commercial finance knowledge, loan administration, regulatory compliance (Bank Secrecy Act, Reg CC, Reg E), data input, file management, insurance/title policy analysis, GL certification, problem resolution
Preferred skills
Bachelor's in business/finance, coaching/mentoring, advanced arithmetic, presentation skills
Technologies
Microsoft Word, Microsoft Excel, bank servicing systems
Responsibilities
Partner with Commercial Relationship Team for underwriting and closing loans; Set up and monitor loan tickers; Prepare data input sheets for banking systems; Review and resolve customer issues regarding products and services; Perform GL Certification (research, balancing, certification); Analyze property/liability insurance and title policies for compliance; Coach or train others as subject matter expert
Seniority
Mid-level (4-7 years experience)