Relationship Associate, Loan Operations
Listed on 2026-08-22
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Finance & Banking
Banking Operations, Loan Servicing, Bank Customer Service, Loan Officer / Lending
Support the business customer segment through deposit and lending transaction processing
Provide loan closing documentation support
Identify and address other business customer needs
Develop and maintain strong working relationships with peers, customers, and lending staff
Greet and assist customers in this customer-facing role
Facilitate customer research and corrections
Process loan payments, advances, and maintenance
Originate and maintain commercial deposit accounts
Perform loan tracking tasks
Review loan documents
Assist with loan closings
Process complex loans, including construction draws and floor plans
Provide operational support to lending staff
Requirements- Minimum two years' experience in the banking industry
- Strong client service background and skills
- Ability to handle confidential and sensitive information
- Demonstrated written and exceptional interpersonal communication skills by telephone and in person
- Ability to complete multiple assignments/projects with quality, accuracy, and within set deadlines
- Exceptional attention to detail
- High school diploma or GED
- Unrestricted work authorization and no future sponsorship requirement
- Associate's degree is an additional qualification
- 1-3 years of banking or financial services experience
- 1-3 years of branch banking experience
- 0-12 months of lending experience
Demonstrates expertise in deposit and lending transaction processing, with a strong focus on client service and relationship management. Proficient in handling loan documentation, processing complex loans, and maintaining commercial deposit accounts while ensuring attention to detail and confidentiality.
Highest-signal resume keywords- Banking Industry Experience
- Client Service Skills
- Loan Documentation Support
- Attention to Detail
- Interpersonal Communication Skills
- Loan Processing
- Commercial Deposit Accounts
- Loan Tracking
- Loan Closings
- Complex Loan Processing
- Interpersonal Communication
- Attention to Detail
- Customer Service
- High School Diploma
- GED
- Associate's Degree
- Banking
- Financial Services
- Branch Banking
- Lending
- Customer Relationship Management
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