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JOB FUNCTION / SUMMARY:
This position is primarily responsible for directly supervising Commercial Client Admins while providing complex administrative and operational support to Relationship Managers in the Wholesale Segment. This support includes the delivery of customer service at the highest levels, the performance of research and resolution of client issues, and the administration of loan documentation and portfolio reporting. Serves as a subject matter expert and mentor for lower level Administrators.
ESSENTIAL DUTIES & RESPONSIBILITIES:
- Oversees the daily functional performance of assigned associates. Supports departmental responsibilities in accordance with the organization's policies, procedures and applicable laws. Responsibilities include training employees; planning, assigning, and directing daily workloads; assessing associate performance; addressing complaints and resolving problems associated with departmental duties; verifying time keeping records and tracking employee paid and unpaid time off.
- Provides support to Relationship Managers by assisting in the fostering of customer relationships through the processing of transactions, renewing loans, scheduling closings, resolving account/customer issues and providing various other administrative support.
- Works closely with Relationship Managers to assist with obtaining financial data, drafting letters and agreements, clearing exceptions, and obtaining collateral documentation. Coordinates with CPA's, attorneys, insurance agents, etc. of assigned clients to resolve specific exceptions and transactional issues.
- Prepares and coordinates required loan documentation via worksheets; reviews loan documentation; coordinates execution of loan documents; coordinates booking of renewal loan documents; clears loan exceptions.
- Serves as a liaison between the Relationship Manager and Lending Services during document preparation. Coordinates document workflow as appropriate.
- Closes complete loan packages in conjunction with or in the absence of the relationship manager. Ensures applicable loan documentation is approved and in compliance with regulations and company policy; maintains knowledge of current lending policies, procedures and regulations.
- Responsible for the monitoring and maintenance of multiple reports; keeps Relationship Managers apprised of any issues/problems that may arise and need attention.
- Partners with Relationship Managers in identifying opportunities to sell ancillary services like treasury management, merchant services, and wealth management. Participates in joint calls with our clients at the invitation of the relationship manager.
- Assists Relationship Managers in managing the deposit relationship and associated services, i.e. wires, account set up, NSF management, approvals, signatures, etc. Assist clients with draws, transfers and loan payments with appropriate authorization.
- Monitors past due reports and coordinates the collection of past due principal and interest payments. Conducts periodic reviews of the past due report and alerts Relationship Managers as applicable.
- Opens and services commercial deposit accounts. At certain locations, may receive checks and cash for deposit, record customer transactions, and issue receipts.
SUPERVISORY RESPONSIBILITIES:
None
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
- High School diploma or GED and 7 years’ experience in a commercial lending support function; Bachelor’s degree preferred
- Extensive knowledge of loan documentation and related financial statements
- Thorough understanding of ancillary services like treasury management, merchant services, card products, and wealth management; can support setup of products as needed
- Expert in applicable banking systems along with the Microsoft Office Suite.
- Extensive knowledge of COAST and/or other lending workflows to assist banker in processing commercial loans
- Completion of Construction CCA certification program to support commercial construction loans performed within the market
- Extensive knowledge of the loan imaging system with the ability to load, maintain, archive, and retrieve credit file information
- Extensive understanding of the complex types of commercial loans, along with syndications and participations
- Effective oral and written communication skills
- Excellent organizational and administrative skills
- Excellent customer services skills
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
- Ability to work under stress and meet deadlines
- Ability to operate related equipment to perform the essential job functions
- Ability to read and interpret a document if required to perform the essential job functions
- Ability to travel if required to perform the essential job functions
- Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
