We are looking for a highly skilled and detail-oriented Commercial Client Specialist to join our team. In this role, you will be responsible for client onboarding, opening new accounts, collecting loan due diligence, and providing support to Relationship Managers and Portfolio Managers.
Key Responsibilities:
* Serve as the primary contact for commercial clients in a concierge-like relationship management model
* Understand complex loan structures and recommend bank products and services to meet customer needs
* Provide exceptional customer service to a portfolio of clients, including account maintenance, wire processing, and exception monitoring
* Assist with post-approval due diligence for loan closings and communicate with sales, credit, external partners, and vendors to ensure timely closing and funding
Requirements:
* Associate's degree in Business or equivalent work experience
* Minimum 5-7 years' experience in a financial institution supporting commercial clients
* Strong analytical skills, attention to detail, and ability to adapt to changing guidance
* Proficient in Microsoft Office applications, including Excel and Word
Benefits:
* 12 Paid Holidays
* Generous Paid Time Off
* 4% Match on our 401(k)
* Medical, Dental, and Vision Benefits
* 100% Company Paid Life, AD&D Insurance, Short, and Long-Term Disability
Working Conditions:
* This position is performed in a regular office work environment with flexibility to work from home and within the office environment