Senior Client Specialist

Description

Location: On site at location listed in job posting

• Provide lending support to Relationship Managers

• Review and Fund Loans

• Assist with maintaining Relationship Managers portfolios – clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues

• Identify clients’ operational needs and bank products/services to meet these needs and establish proficiency

• Assist with the bank's clients in all areas of the relationship with the bank, including loans, deposits, and other bank services

• Authorize payment and fees of commercial client overdrafts

• Approve and process commercial client withdrawals on lines of credit

• Communicate with clients, attorneys, insurance companies, title companies, and various other professionals

• Assist in ordering appraisals, flood determinations, UCCs and be familiar with OFAC

• Work closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure satisfactory closing of loans to clients with supervision

• Train on loan documentation/funding, Laser Pro, and basic understanding of attorney prepared documents

• High school diploma or GED and 3 - 5 years experience in a Client Specialist position

• 5+ years customer service experience in the banking industry

• Proficiency with MS Office Suite

• Medical with wellness incentives, dental, and vision

• HSA with company match

• Maternity and parental leave

• Tuition reimbursement

• Mentor program

• 401(k) with 6% match

Note:

This description is provided for applicants and does not constitute a contract of employment. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor at https://(Use the "Apply for this Job" box below)..