What are the responsibilities and job description for the Relationship Associate position at Endeavor Bank?
FLSA CLASSIFICATION: FULL TIME, EXEMPT POSITION
DEPARTMENT: BUSINESS DEVELOPMENT
REPORTS TO: REGIONAL MANAGER
WORK TYPE: HYBRID - Requires regular on-site presence.
COMPENSATION: $60,000 to $90,000 ANNUALLY
DUTIES AND RESPONSIBILITIES:
- Perform a variety of tasks associated with new client deposit onboarding, loan processing and loan documentation, including C&I loans, real estate loans, SBA 504/7A loans.
- Utilize nCino (Salesforce) daily to create new prospects, maintain existing clients and document activities related to those prospects and clients by the sales team.
- Work externally with clients and various third-party vendors (appraisers, title officers, escrow officers) in the performance of the position duties.
- Maintaining an accessible and organized online filing system for sales and administrative professionals.
- Gathers or assists in compiling information as needed for loan documents, new account documentation, compliance related material and any other administrative functions.
- Provides direct support to Relationship & Portfolio Managers of the Bank to manage and proactively address the needs of clients in connection with loan and deposit relationships.
SUPERVISORY RESPONSIBILITIES:
This job has no supervisory responsibilities.
QUALIFICATIONS:
- High School diploma or equivalent at minimum; college experience strongly desired
- At least two to five years of experience in Loan Servicing or as an Administrative Assistant
- Must have strong analytical, problem-solving, and time management skills.
- Excellent writing, interpersonal and communication skills.
- Requires a high energy level and strong sense of urgency.
- Excellent motivational skills and ability to operate in a team setting while still being able to work independently.
- Proficiency in nCino/Salesforce, Microsoft Office including Outlook, Word, PowerPoint, and Excel
- Excellent verbal, written, and interpersonal communication.
- Strong time management and organizational skills, as well as the ability to multitask and prioritize.
- Ability to pay strong attention to detail.
Salary : $60,000 - $90,000