Commercial Relationship Specialist - SBA
Core
Provides general administrative support to Relationship Managers in Commercial Banking, handling client servicing, credit application workflows, and data management.
Role type
Administrative Specialist supporting Commercial Banking Relationship Managers
Builds
Client servicing workflows, credit applications, and pipeline reports for Commercial Banking segments
Domain
Commercial Banking
Deliverable
dashboards & analysis
Required skills
Data integrity management, credit application workflow management, client account administration, report generation, Microsoft Office proficiency
Preferred skills
College degree
Technologies
OneView, Relationship Grouping Application (RGA), Microsoft Office
Responsibilities
Facilitate credit application workflows, manage loan maturity pipelines, provide reports (360, Weekly Sales), maintain client data integrity, act as liaison for underwriting processes, support sales and marketing requests
Seniority
Entry-level to Mid-level, hands-on support