Commercial Banking Associate

Commercial Banking Associate

We are currently searching for a Commercial Banking Associate to join our Popular Association Loan Management team! This position is responsible for providing customers with a high level of service and support to a designated business banking team to ensure customers receive consistent, quality service, their inquiries are responded to, and operational situations are resolved promptly and efficiently.

• Research, investigate and resolve customer discrepancies, complaints and payments.
• Assist customers in opening new accounts, reconciliation of their accounts, and account transfers, loan draws, and pay-downs.
• Applies customer payments on the loan system to conform with terms of the loan documents.
• Act as liaison with various units responsible for providing service to the commercial customer including but not limited to the processing of loans, payments, financial analysis, statements, etc.
• Pro-actively seek information from clients and prospective clients to understand possible changing situations, needs and desired benefits, communicate information to relationship officer.
• Ensure respective databases are accurate and up to date for customer information.
• Compile data and generate management reports as needed.
• These are the most significant job duties performed; other responsibilities or assignments not specifically mentioned may also be assigned.

• High school diploma or equivalent, combined with two years of customer service background.
• Ability to work on multiple projects/tasks simultaneously.
• Writes clearly and informatively; provide good documentation.
• Identifies and resolves problems.
• Demonstrates attention to detail.

Our hybrid work model benefit applies to certain positions and is subject to changes based on the organizational needs.

Applicants must be authorized to work for any employer in the United States. This position is not open to applicants who need visa sponsorship or transfer of visa sponsorship at this time.

If you have a disability or need more information about requesting an accommodation, please contact us at  . This email inbox is monitored for such types of requests only. All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.

Popular is an Equal Opportunity Employer, including Disability/Vets.

If you are a California resident, please  to learn more about your privacy rights.