9 дней назад
Commercial Client Specialist III (Commercial Banking)
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
Commercial Client Specialist III (Commercial Banking): Supporting commercial bankers by managing complex loan documentation, compliance exceptions, renewals, financial data, and customer communications with an accent on commercial lending operations, credit policy, and financial statement analysis. Focus on coordinating loan execution and funding, resolving documentation deficiencies, monitoring portfolio reports, and guiding less experienced loan assistants.
Location: Jackson, TN, United States
Company
is a commercial banking organization providing lending, account, and client relationship services.
What you will do
- Support commercial bankers by servicing, maintaining, and updating loan documentation and loan files.
- Coordinate loan documentation, renewals, execution, missing-document follow-up, and resolution of compliance exceptions.
- Collect and interpret financial data, support client communications, and assist with wires, NSF accounts, and overdrafts.
- Monitor past-due, paid-off, criticized-asset, and maturing-loan reports to identify and proactively address potential issues.
- Coordinate construction-loan disbursements with portfolio management and relevant bank departments when required.
- Act as a subject-matter expert and peer leader for less experienced loan assistants while maintaining strong internal and external customer service.
Requirements
- 4+ years of commercial loan experience required.
- High school diploma or GED required.
- Thorough knowledge of loan documentation, credit policy, banking regulations, HMDA, and CRA requirements.
- Ability to understand and interpret financial statements and communicate essential details to business partners.
- Experience with MS Office and lending operating systems such as Lending Cycle, Argo, and Synergy, or comparable systems.
- Strong communication, customer service, organization, time management, independent judgment, and multitasking skills.
Culture & Benefits
- Customer-focused environment centered on proactive communication and prompt follow-up.
- Collaboration with Loan Administration, Loan Review, Special Assets, Bank Card, Consumer Special Services, and other ancillary departments.
- Opportunity to provide retail banking support for commercial customers in certain markets.
- Equal employment opportunity policy covering legally protected characteristics.
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