Client Specialist

Client SpecialistJob Category: Banking Requisition Number: PRIVA016824Location: Onsite at the location listed in the job posting.Summary: Supports the clients and sales staff by performing moderate complex daily clerical functions to maintain the office and document processing.Essential Duties and Responsibilities:Provide Commercial Lending Support to Commercial Relationship ManagersReview and Fund LoansProcesses and administers commercial loans. Records new loans, establishes relevant files, processes loan payments and maintains loan records.Obtains credit information and ensures sufficient loan collateral.Calculates loan items and charges such as interest and payments.Assists lending officers in activities such as disbursement of funds and extension of new loans.Answers client inquiries on bank products, services, accounts and policies; opens new accounts; promotes cross-selling; researches and corrects account discrepancies.Prepares loan documents, notices, and periodic loan reports.Assist with maintaining Relationship Managers portfolios clear loan, collateral and deposit exceptions, credit exceptions, assist with past duesBe able to identify clients' operational needs and bank products/services to meet these needs and establish proficiency.Provide assistance to the bank's clients in all areas of the clients' relationship with the bank, including loans, deposits, and other bank servicesAuthorize payment and fees of commercial client overdraftsApprove and process commercial client's withdrawals on lines of creditCommunicate with clients, attorney's, insurance companies, title companies, and various other professionalsAssist in ordering appraisals, flood determinations, UCC's and familiar with OFACWork closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure satisfactory closing of loans to clients with supervisionTrain on loan documentation/funding, LaserPro, and basic understanding of attorney prepared documentsWork closely with Bankers, Treasury Management, and deposit operations to ensure satisfactory on-going monitoring of depository/Treasury Management accounts/services to clientsProcess wire requests for clients.Assist other AAs and other departments with administrative support when neededPerforms all other duties as assignedQualifications:To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:High school diploma or GED and 2-4 years of experience or equivalent combination of education and experienceBenefit Highlights:Medical with wellness incentives, dental, and visionHSA with company matchMaternity and parental leaveTuition reimbursementMentor program401(k) with 6% matchEqual Opportunity Employer/Protected Veterans/Individuals with Disabilities