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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Commercial Real Estate loan support, client onboarding, and financial services operations, with a strong focus on client service and problem resolution. Proficient in managing client portfolios, maintaining accurate data, and ensuring compliance with regulatory requirements.
Highest-signal resume keywords
Commercial Real Estate Loan SupportClient OnboardingFinancial Services Industry KnowledgeRegulatory ComplianceCRM Maintenance
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 DocumentationFinancial InsightsData AnalysisMath AptitudeBasic Computer ApplicationsMicrosoft Office ProficiencyCRE Loan ExperienceProblem Loan ManagementTreasury Fee ServicesClient Information Collection
Soft Skills
Written CommunicationVerbal CommunicationOrganizational SkillsIssue ResolutionClient Service
Industry Keywords
Commercial Real EstateClient OnboardingKYCLoan OperationsReal Estate Documentation
About the role
Key responsibilities & impact- Provide sales, service and loan support to bankers, Commercial Real Estate Credit staff, and Sales Leaders managing and supporting Commercial Real Estate client portfolios
- Assist bankers with pipeline accuracy, call preparation, Financial Insights, deposit account opening and onboarding, Treasury onboarding, client/prospect follow-up, CRM maintenance, appointment scheduling, prospect lists and calendar assistance
- Support sales processes and portfolio growth by identifying and acting on referral opportunities
- Maintain working knowledge of products and services and partner with bankers and IRM partners on client needs
- Pull reports and data, participate in meetings, complete follow-up and communicate within the team
- Provide superior client service and ensure timely, accurate resolution of client needs and requests
- Assist with servicing CRE loans, deposits and Treasury fee services, including forms, account opening, reports, payments, fraud resolution, research, wire processing and maintenance
- Assist with portfolio management, accurate client assignment and account data, monitoring reports and escalation
- Provide loan support, communicate information to internal loan areas and clients, assist with loan-process stages and regulatory compliance
- Collect client information, conduct research, clear loan documentation exceptions, and assist with problem-loan management and collection activities
Requirements
What you’ll need- High School diploma, or equivalent education and related training
- Five years of related experience, preferably within financial services
- Two years of experience in a CCS role, or similar
- Demonstrated ability to identify, analyze and resolve issues independently
- Advanced knowledge of related systems and processes
- Good written and verbal communication skills
- Good organizational skills
- Ability to complete all core courses outlined in the CCS training curriculum
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
- English language fluency required
- Preferred: Associate’s degree in related field
- Preferred: Working product knowledge of bank services and Financial Services Industry
- Preferred: Math aptitude and ability to grasp general accounting and financial concepts
- Preferred: CRE Loan Experience, Loan Documentation and Closing Experience
- Preferred: Understanding of Real Estate Documentation and regulations
- Preferred: Client Onboarding, KYC, Loan Operation (billing, systems, etc.)
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401k plan
- At least 10 days of vacation during the first year (prorated)
- 10 sick days (prorated)
- Paid holidays
- Defined benefit pension plan (position/division dependent)
- Restricted stock units (position/division dependent)
- Deferred compensation plan (position/division dependent)