Commercial Relationship Specialist - SBA
Core
Provides general administrative support to Relationship Managers in Commercial Banking, handling client servicing requests, credit application workflows, and data management.
Role type
Administrative Specialist supporting Commercial Banking Relationship Managers
Builds
Supports client onboarding, loan workflows, and reporting for Commercial Banking segments
Domain
Commercial Banking
Required skills
Client relationship support, credit application workflow management, data integrity maintenance, reporting generation, Microsoft Office proficiency, cross-functional liaison
Preferred skills
Mentoring new associates, leading others
Technologies
Microsoft Office (Word, Excel, PowerPoint), OneView, Relationship Grouping Application (RGA)
Responsibilities
Acts as point of contact for client servicing requests, manages credit application workflow from collection to closing, provides reports (360 Report, Weekly Sales Report, etc.), manages loan maturity pipeline and renewals, maintains data integrity in source systems, facilitates training for new associates
Seniority
Entry to Mid-level, hands-on support role