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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 client support, loan servicing, and portfolio management, with a strong focus on client service and problem resolution. Proficient in utilizing CRM systems and Microsoft Office to enhance sales processes and ensure accurate reporting.
Highest-signal resume keywords
Commercial Real Estate Client SupportLoan ServicingPortfolio ManagementCRM AccuracyRegulatory Compliance
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 SupportAccount OpeningPayments ProcessingFraud ResolutionData ReportingProblem Loan ManagementFinancial InsightsTreasury OnboardingDocumentation ManagementClient Information Collection
Soft Skills
Written CommunicationVerbal CommunicationOrganizational SkillsProblem SolvingIndependence
Tools & Technologies
Microsoft OfficeCRM Systems
Industry Keywords
Financial ServicesCommercial Real EstateClient ServiceSales SupportPortfolio Growth
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 and prospect follow-up, CRM accuracy, scheduling, prospect lists, and calendar assistance
- Support sales processes and portfolio growth by identifying referral opportunities and partnering with bankers and Integrated Relationship Management partners
- Pull reports and data, participate in meetings, complete follow-up, and communicate within the team
- Provide superior client service and resolve Commercial Real Estate client needs, problems, and requests
- Assist with servicing Commercial Real Estate loans, deposits, and Treasury fee services, including documentation, account opening, payments, fraud resolution, research, wire processing, and maintenance
- Assist with portfolio management, client assignment and account data accuracy, reporting, and escalation
- Provide loan support, communicate with clients and internal loan areas, assist with loan processes and regulatory compliance, collect client information, research, and clear documentation exceptions
- Assist with problem loan management and collection activities by reviewing past-due reports, monitoring payments, conducting post-closing due diligence, contacting past-due clients, and escalating collection issues
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
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401(k) plan
- At least 10 days of vacation during the first year of employment (prorated)
- 10 sick days (prorated)
- Paid holidays
- Defined benefit pension plan (depending on position and division)
- Restricted stock units (depending on position and division)
- Deferred compensation plan (depending on position and division)