• RL Level 1 supports the Commercial Banking Team(s) in maintaining and managing their portfolios.
• Coordinates transactions with bank customers and prospects, third party consultants, such as project inspectors, appraisers, environmental firm staff, attorneys, and engineers.
• Responsible for assisting with the collection of all required documents related to a customer request and supporting credit packages via the Loan Operating System (LOS).
• Accompanies the Relationship Manager on appointments, as needed.
• Direct contact with clients ranging from closings to coordination of information.
• Collaborate closely with internal departments, title companies and law offices to ensure full cycle integrity and client satisfaction.
• Ensures all required documentation is collected and maintained as required.
• Works with outside vendors and professionals to remedy situations as needed.
• Effectively motivates all personnel to produce individualized production metrics.
• Generally stays informed about the legal, compliance, and market-risk-related issues.

Minimum Education & Experience

• Bachelor's degree in relevant field or equivalent work experience.
• 1 year of experience working with portfolios approximately $100M or less.
• Previous and successful experience in a Banking environment; branch, sales or customer facing roles.
• Prior experience with core banking systems, Fiserv and Abrigo preferred.

Technical Knowledge and Skills

• Knowledge of banking terminology and products.
• Problem-solving skills and the ability to identify, research and resolve issues that arise with customers.
• Strong written and verbal communication skills.
• Strong organizational skills with ability to set priorities in a multi-task environment and meet deadlines.
• Demonstrated proficiency with Microsoft Office Suite.

OtherAbility to travel within a defined market area.

Supporting Businesses. Helping People. Strengthening Communities.Capital Bank, N.A. is an Affirmative Action, E-Verify, and Equal Opportunity Employer.