Relationship Manager Assistant

The Relationship Manager Assistant performs various duties supporting Commercial/Agriculture/Residential Banking and other departments as called upon. The Relationship Manager Assistant will interact with Relationship Managers, Branch President or Manager, other internal department personnel, and third-party providers to complete various tasks associated with the sales and support of bank services ranging from deposit operations to the origination and servicing of new and existing loans.

This position will provide other supportive services to internal personnel, cross-bank departments, and external customers. A Relationship Manager Assistant can assist in many functions below or specialize in specific areas such as loan documentation administration, internal real-estate evaluations, In-house real-estate loan processing, etc., to best fit the needs of the branch.

• Provide administrative and sales support in your capacity to commercial, retail, and investment teams
• Provide customer experience servicing loans, accounts, and other bank services
• Helps service the existing portfolio based on Credit Policy and Procedures.
• Provide loan processing assistance, including, but not limited to, ordering loan documents according to the approved credit memorandum, reviewing loan documents for compliance and accuracy, and reviewing loans boarded for accuracy on the bank system.
• Credit Analysis financial gathering.
• Assists Relationship Managers, Senior Relationship Managers, and Branch Presidents with bank functions, including preparation of disbursement worksheets, pre-funding packages, loan documentation checklists, and other communications necessary to document credit files properly. May contribute to the practice of the loan approval report and financial spreadsheets.
• Demonstrates initiative by proposing ideas for implementation to improve processing efficiency and/or quality and proactively communicates ideas/alternatives, which may enhance and/or resolve operations issues.
• Request and compile all necessary documents for loan document preparation and file completion, such as loan titles, flood evaluations, appraisals, etc.
• Once the loan is approved, loan documents are requested to originate loan fees
• Gather and organize information needed for generating reports
• Provide continuing lending support to clients, including but not limited to monitoring customer accounts and loans and performing maintenance within policy per borrower’s request
• Monitor past-due reports and communicate with the borrowers accordingly
• Track loan coming due report to annually renew lines of credit and extend maturing loans
• Continue growth in lending sales by working closely with lending officers
• Provide, as needed and directed, support to the Investment Services Group following all necessary and required compliance with FINRA and SEC.
• May be asked to assist in coordinating the Market President’s community outreach and participate in those events.
• Safeguard all bank policies and procedures
• Participate as able with branch marketing and community involvement events.
• Additional duties as assigned as it relates to the position.

• Knowledgeable of bank policies, procedures, and regulations
• Knowledgeable of core system to process documentation, loans, and accounts.
• Attend training on bank/job-related topics.
• Detail oriented
• Ability to work both independently and as part of a team
• Candidate must be able to relate to clients and coworkers effectively
• Candidate must act professionally at all times
• Able to handle confidential information and maintain privacy
• Proficient in Microsoft Suite (Word, Outlook, PowerPoint, and Excel)
• Computer savvy: able to learn new software quickly
• Self-motivated and persistent in…