Sr Relationship Manager Assistant

What The Role Is:

The Sr RMA is involved in all lending and depository aspects of the relationship, in addition to coordinating relationships with other Lines of Businesses and/or subsidiaries. RMA will coordinate processes and documentation pertinent to the relationship in a fashion which complies with regulatory and bank policies. This is an on-site position.

How You will Make an Impact

• Prepare and review all account documentation pertinent to loans.
• Review loan files to ensure the completeness of the file, and that all collateral has been properly secured
• Maintain and clear all CIP, credit, insurance and policy exceptions
• Maintain and prepare future maturities
• Open/Close DDA, Savings and TD accounts – complete customer transactions
• File maintenance – address changes, CIP updates, check/check card orders, transfers, wires, etc.
• Coordinate loan renewal efforts
• Fee refunds as approved by RM
• Discover and communicate cross sell opportunities
• Assist with community outreach and business development activities
• Enter loan applications in ACTion with direction from RM
• Process invoices and expense reports
• Cover phone calls and customer meetings as necessary and keep manager informed of all activities within department
• Set appointments for Loan Officers as needed
• Promote the bank’s products and services
• Build and maintain positive relations with all customers, potential customers and co-workers
• Perform as a team member in allocating and coordinating the work flow
• Contribute to the fulfillment of department and company objectives and goals
• Comply with all department and company policies, procedures and regulations
• Remain current on all pertinent consumer lending and other financial institution-related laws and regulations
• Other duties as assigned
  
  

Who You Are

• High school diploma or equivalent
• Bachelor’s degree (B.A.); or eight to ten years related experience and/or training
• Stable job history
• Exceptional verbal, organizational and interpersonal skills
• Ability to write reports and correspondence
• Ability to read and comprehend documents
• Ability to calculate basic financial figures and amounts
• Proficient in computer skills and knowledge of word processing, spreadsheet, internet, e-mail, database, presentation, and project software (Microsoft Office)
• Professional appearance and demeanor
• Ability to complete detailed work
• Ability to enter data correctly using keyboard, typewriter and calculator
• Ability to operate general office equipment
• Ability to define problems, collect data, establish facts, and draw valid conclusions
  
  

If your experience aligns with this description, please consider applying. Many skills are transferable among industries and a passion for the role and willingness to learn are important considerations. We believe that a diverse workforce creates problem-solving and creative thinking, which is why we’re dedicated to adding new perspectives to the team and encourage everyone to apply.

This position requires S.A.F.E. registration at the time of employment. The Nationwide Mortgage Licensing

System (NMLS) web site (mortgage.nationwidelicensingsystem.org) can provide information about the

requirements for registration.

If your experience aligns with this description, please consider applying. Many skills are transferable among

industries and a passion for the role and willingness to learn are important considerations. We believe that a

diverse workforce creates problem-solving and creative thinking, which is why we’re dedicated to adding new

perspectives to the team and encourage everyone to apply.

The above statements are intended to describe the general nature and level of the work being performed by

people assigned to this work. This is not an exhaustive list of all duties and responsibilities. Cadence

Management reserves the right to amend and change responsibilities to meet business and organizational

needs as necessary.

Cadence Bank is an affirmative action/equal opportunity employer. All qualified applicants will receive

consideration for employment without regard to race, religion, color, national origin, sex, age, status as a

protected veteran, among other things, or status as a qualified individual with disability.

Qualifications

Behaviours

Required

Leader: Inspires teammates to follow them

Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well

Motivation

Required

Self-Starter: Inspired to perform without outside help

Education

Required

Bachelors or better in Finance or related field

Experience

Required

Bachelor’s degree (B.A.); or five to ten years related experience and/or training Stable job history

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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