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Senior Relationship Manager Support Specialist
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- Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management.
- This position manages client expectations and demands of the RM while acting as a liaison between RM and Private Banking Officers, lending personnel and clients which require knowledge of various FRB products and programs depending on the RMs business needs.
- Responsibilities include but not limited to managing client expectation and requests along-side collaborating with RMs, Clients and ELC to determine loan structure and conducting initial underwriting using a prequalification worksheet.
- Collaborate with RMs, Executive Loan Committee (ELC), and clients to help determine loan structure, loan amounts, and products.
- Gather loan documentation on the needs list, request missing items from clients
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