Relationship Support Specialist - Commercial Lending

Summary:  The Relationship Support Specialist provides support to a Commercial Lending team and serves as an additional contact point for existing and new clients.

 Salary commensurate with experience, ranging from $55,000 to $70,000 annually. The exact compensation may vary based on relevant experience, skills, education, training, licensure and certifications, and location.

All applicants must attach a recent resume.

Responsibilities:

• Provide administrative support necessary to coordinate the lenders’ day-to-day activities.
• Carry out account maintenance activities.
• Resolve account-related problems, including interacting with other Departments to resolve issues.
• Assist with monitoring and developing reports to track and follow up on customer and loan data.
• Generate portfolio reports, past due loan reports and loans maturing reports for lenders’ review and as a follow up on any outstanding issues.
• Assist with obtaining required financial information to underwrite new loans and complete annual reviews of existing loans.
• Assist with the loan closing process.
• Assist with SageWorks customer data input.
• Due Diligence Credit Reports / searches via Lexis Nexis, Experian, Equifax, OFAC, UCC, DOS, Flood.
• Assist with RIMS input for Appraisals and Environmentals.
• Assist with preparation of client presentation materials.
• Coordinates events and sponsorships for the team.
• Point of contact for any technical issues. 
• Collect data from team members for consolidated reporting purposes to the Group Leader.
• Create, review, cull and reformats various reports so that the team is provided with efficient reporting.

Qualifications:

• Financial services industry or related experience a plus
• Credit training or experience in credit analysis a plus.
• Excellent interpersonal skills as well as excellent oral and written communication skills.
• Proficient in Microsoft Office and able to learn other bank-specific software. Knowledge of Sageworks a plus.
• Client-first perspective.
• Team-focused.

Salary : $55,000 - $70,000