Commercial Client Service Associate Senior
Core
Provides administrative and operational support for the Commercial Services Team, assisting in obtaining client information, reviewing documents for deposit accounts, and supporting loan closing and compliance.
Role type
Senior administrative support specialist (commercial banking)
Builds
Commercial deposit accounts, loan closings, and portfolio administration
Domain
Banking / Commercial Lending
Required skills
document review, data entry, portfolio administration, compliance requirements, Microsoft Office, customer service, organizational skills
Preferred skills
banking experience, confidence, assertiveness, professionalism, written and verbal communication, ability to work independently
Technologies
Microsoft Office
Responsibilities
Assists in obtaining and reviewing client information and documents for renewals/extensions of credits; supports sales and loan closing by updating pipeline and referral information; completes tasks related to loan closing and booking, deposit monitoring, funds movement, and reporting; develops and maintains positive relationships with business partners.
Seniority
Senior, hands-on IC