Role OverviewThe Commercial Banking Specialist works with assigned Relationship Managers (RMs) in the Commercial and Business segments. This position provides sales, administrative, loan, deposit and other relevant support to the RMs. This position also provides primary support for the RM’s clients. The Commercial Banking Specialist understands the overall commercial workflow and processes and works effectively with relevant Bank Partners to resolve client issues and provide a high level of service.
What You Will Do
Assists with Loan Process, Collaborates with RMs in contacting clients to gather items needed to prepare a complete application for submission, Prepares loan requests utilizing required forms or the Commercial Online Application (CML) software, Submits applications to the Loan Fulfillment team for further input and processing, Reviews and manages open applications in LOS for assigned RMs, Coordinates loan closings and attends loan closings to perform Notary services if necessary, Submits closed loan packet to Loan Fulfillment for funding and booking.
Why It Might Be a Fit
Compelling Communication, Makes Decisions & Solves Problems, Delights Clients, Promotes Change, Qualifications and Education Requirements: Associate degree in administrative services/business or equivalent experience required, Minimum 4 + years of administrative and/or banking experience preferred; 2+ experience working with commercial processes.
Requirements
- Associate degree in administrative services/business or equivalent experience required
- Minimum 4 + years of administrative and/or banking experience preferred; 2+ experience working with commercial processes
- Strong working knowledge of Microsoft Word and Excel
- Effective written and verbal communication skills in working with RMs, Clients and Bank Partners
- Ability to communicate with clients and key decision makers effectively and independently
- Ability to effectively manage time and prioritize meeting deadlines, highly productive and efficient multi-tasker
- Appropriate attention to detail and organizational skills
- Able to adapt and manage changing priorities and deadlines
Benefits
- Competitive compensation with salary and incentive program
- Medical, dental, and vision insurance
- 401K
- Continuing education opportunities
- Employee assistance program
- Impact Network Groups
- Unique opportunity to join a growing, community and client-focused company
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