Description

• Learning the entire loan origination to loan disbursement process while maintaining high quality client service
• Dedicated support to Relationship Managers for inquiries and/or research needed to enhance, develop and maintain customer relationships.
• Maintains high quality customer service while providing assistance for clients on all bank services
• Assists in providing proactive solutions and problem resolution for clients and peers.
• Learning to identify potential referral opportunities and refers all relevant bank and investment needs to Relationship Manager to assist client reaching financial objectives.
• Working knowledge and utilization of loan origination software as well as bank core systems
• Learning all loan documents
• Regularly reviews and maintains loan reports and requests updates of financial information for loan renewals and new loan requests.
• Interacts with internal departments
• Other duties as assigned

• Associate’s or Bachelor’s degree preferred
• Prior experience in financial institution or other relevant experience.
• High level of accountability and responsibility for achieving both personal and bank established goals
• Ability to effectively prioritize and manage time
• Knowledge and servicing of products and services.
• Developing a full understanding of cross sell opportunities across the bank
• Ability to present oneself in a professional manner
• Excellent oral and written communication, interpersonal and client services skills
• Ability to work within a team culture in a constantly changing business environment
• Self-starter and willing to accept additional responsibilities as the opportunities arise
• Basic knowledge computer knowledge including, but not limited to in Microsoft Office Suite and any banking software used in the department
• Provide customer focused service
• Basic understanding of commercial banking
• Overall knowledge of bank operations
• Building knowledge, skills and experience in all functions required as a Support Specialist
• Developing knowledge of how to process loans
• Attention to detail