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14 дней назад

Relationship Administrative Specialist

Формат работы
onsite
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Relationship Administrative Specialist (Commercial Banking): Supporting commercial lending teams with loan administration, portfolio management, customer requests, and account and wire transfer coordination with an accent on loan documentation, reporting, and exception monitoring. Focus on preparing loan approval and closing materials, maintaining Salesforce records, resolving account issues, and ensuring accurate delivery in line with bank policies.

Location: Fredericksburg, TX, United States

Company

hirify.global provides banking, investment, and insurance services to businesses and individuals throughout Texas and has a 155-year banking legacy.

What you will do

  • Support commercial lending teams with portfolio management and business development activities.
  • Prepare documents for loan approvals and modifications and coordinate loan closing processes.
  • Compile reports on past-due accounts, significant balances, and risk grades to support loan monitoring.
  • Track credit, collateral, and LAMS exceptions and help resolve non-sufficient funds activity.
  • Coordinate depository account openings, stop-payment requests, and wire transfer transactions.
  • Maintain Salesforce records and provide professional, confidential service to internal and external customers.

Requirements

  • At least 3 years of banking experience, or at least 2 years as an administrative assistant or in loan administration.
  • Understanding of commercial lending processes.
  • Strong organizational, multitasking, analytical, and problem-solving skills.
  • Excellent written, verbal, and professional business communication skills.
  • Proficiency in Microsoft computer applications.
  • Ability to work effectively as part of a functional team and represent hirify.global professionally.

Nice to have

  • Loan documentation experience.

Culture & Benefits

  • Integrity, caring, excellence, adaptability, and customer service are emphasized.
  • Medical, dental, vision, long-term disability, and life insurance.
  • 401(k) matching.
  • Paid holidays and paid time off.
  • Tuition reimbursement and health and wellness programs.
  • Employee Assistance Program and referral bonus program.

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