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Client Specialist II (Commercial)
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- The Lending Assistant II position is responsible for assisting Relationship Managers, Portfolio Officers, and Managers with the overall administrative functions and responsibilities of developing and maintaining a portfolio of commercial loans and accounts, while enhancing the customer experience with servicing their needs within that portfolio (services, deposits, loans, etc).
- Assist Relationship Managers and Portfolio Officers in conducting the customer “onboarding” efforts, including any ongoing servicing items, such as: a) Ensure auto debit is set up; b) Ensure real estate tax and insurance escrow (if applicable) is properly set up; c) Engage Treasury Management Department to set up bank’s treasury products (Online Banking, Remote Deposit Capture, etc.)
- Gather/review corresponding loan/credit documentation pre and post closing and to prepare all required forms, legal searches conducted via Internet access, update credit files and prepare all corresponding checklists, etc;
- Prepare the BSA/compliance package for internal review.
- Organize detailed Organization Chart either provided or prepared branching all the way to ‘warm’ body(ies) persons, along with preparing Adverse Media and Lexis Nexis;
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