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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong knowledge of commercial lending products, credit policy, and loan documentation while providing exceptional customer service and administrative support to Relationship Managers. Capable of analyzing transaction structures and managing complex loan processes with attention to detail.
Highest-signal resume keywords
Commercial Lending Products KnowledgeLoan Documentation and AdministrationCustomer Service SkillsAnalytical and Problem-Solving SkillsPC Skills (Word, Excel, PowerPoint)
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Loan DocumentationTransaction AnalysisPayment ProcessingFinancial Statement TrackingLoan Closing SupportRegulatory Guidelines KnowledgeCredit Policy UnderstandingRisk Rating AnalysisNotary ServicesReport Generation
Soft Skills
Attention to DetailOrganizational SkillsVerbal CommunicationWritten CommunicationMulti-tasking Ability
Tools & Technologies
Loan Origination PlatformRelationship Team SystemsStandard Office Equipment
Industry Keywords
Commercial LendingLoan StructuresBilling ProcessesCustomer TransactionsClosing ConditionsLoan ActivitiesDelinquenciesLoan to Value RatioTransaction HistoriesLegal Guidelines
About the role
Key responsibilities & impact- Provide ongoing Commercial Customer service, documentation, and loan system support as the Relationship Teams liaison on assigned accounts
- Provide professional and efficient service to external and internal Customers
- Analyze transaction structures
- Provide administrative support to Relationship Managers
- Assist Relationship Managers in closing loans, clearing closing conditions, preparing closing packages, and organizing loan closing packages
- Upload and track financial statements
- Process payments, advances, pay-downs, wires, and line of credit adjustments
- Support Relationship Teams with reporting, loan activities, delinquencies, correspondence preparation and tracking in loan information
- Support Relationship Managers with pipeline, loan closing, and complex loan input reporting on the Bank loan origination platform
- Prepare correspondence and provide administrative support
- Act as an initial Customer service contact and research complex Customer requests or transactions
- Process Customer transactions and interact with external Customers
- Provide notary services for Customers as needed
- Assist Relationship Teams with clearing and managing exceptions
- Mentor Commercial Sales Associates I and II
- Assist with developing and recommending procedures and process flows
- Generate and distribute daily and monthly reports to the Relationship Management team
Requirements
What you’ll need- High school diploma or equivalent experience
- 3+ years related experience required
- Strong knowledge of commercial lending products, credit policy, loan documentation and administration requirements, and legal and regulatory guidelines
- Strong knowledge of commercial lending policy and procedures, including lending authority, loan structures, risk ratings, loan to value ratio and other related information
- Strong knowledge of commercial rate changes, billing processes, reading transaction histories, explaining late fees and interpreting the technical details of the loan system
- Strong Customer service skills
- Analytical, problem solving and organizational skills
- Strong attention to detail and ability to review large amounts of detailed documents for accuracy
- Excellent verbal and written communication skills
- PC skills required, including Word, Excel, and PowerPoint
- Knowledge of Relationship Team systems and software
- Ability to multi-task and learn new tasks and systems quickly
- Ability to provide notary services as needed
- Occasional domestic travel
- Performing sedentary work, multiple tasks, operating standard office equipment, concentrating for long periods, reading/writing/comprehending instructions, and basic arithmetic on a continuous basis
Benefits
Comp & perks- Health and well-being benefits
- Savings and retirement programs
- Paid time off, including Vacation PTO, Flex PTO, and Holiday PTO
- Banking benefits and discounts
- Career development
- Reward and recognition
- Regular career, development, and performance conversations
- Online learning platform
- Mentoring programs
- Training and onboarding sessions
- Hybrid/remote flexibility available