Relationship Administrative Specialist
Core
Administrative support for Loan Officers and commercial lending teams, managing loan documentation, reports, and customer service.
Role type
Administrative Specialist (Commercial Lending)
Builds
Loan approval packages, administration reports, and customer account records
Domain
Banking / Commercial Lending
Required skills
Loan administration, commercial lending processes, data compilation, report preparation, wire transfer facilitation, account opening coordination, Salesforce record management, NSF resolution, bank policy compliance
Preferred skills
Loan documentation experience
Responsibilities
Prepare documents for loan approval and closing, compile administration reports (Past Dues, Risk Grades), monitor credit and collateral exceptions, facilitate wire transfers and stop payments, coordinate depository account openings, update Salesforce records, resolve non-sufficient funds issues
Seniority
Mid-level, hands-on IC