Commercial Portfolio Relationship Associate

Position Summary: The Commercial Portfolio Relationship Associate is a motivated, excellent communicator, who is detail-oriented, with strong organizational skills and the proven ability to deliver exceptional customer service. This position offers the opportunity to work with multiple Commercial Officers and their clients as part of a high performing team.

Essential Functions:

• Provide excellent, proactive, high-touch customer service for Commercial Loan clients
• Serve as the relationship coordinator for commercial customers, managing the overall client experience by maintaining ongoing engagement, addressing all banking inquiries, and facilitating cross‑departmental collaboration to ensure consistent, high‑quality service delivery.
• Work alongside and support assigned loan officers with the monitoring of their loan portfolios, supporting/assisting with their customer relationships, service of existing loans/renewals/extensions as loans mature, follow-up on pending items, ensure complete compliance with loan terms, and all other miscellaneous officer requests
• Develop strong relationships with clients, serving as a single point of contact for requests throughout the relationship, including but not limited to making transfers, loan and account inquiries, payments, documentation changes, completing wires, handling customer inquiries, requesting and providing information, etc.
• Acquire a strong understanding of all Commercial Loan products and services, to serve as a resource for our clients and provide effective problem resolution.
• Coordinate all steps of the loan transaction, including preparing loans for approval and closing, processing loans, assembling and submitting documentation requests. 
• Coordinate complex commercial credits and special loan products (Aircraft, SBA, etc.); Stay current with special loan product program requirements and guidelines; communicate and collaborate with third parties related to the special loan products and programs.   
• Serve as point of contact for all commercial customers while working closely with and build strong relationships with many other departments within the bank including Wholesale Loan Operations, Electronic Banking, Deposit Services, Treasury Management, etc.
• Understand and adhere to all bank policies, laws, and regulations applicable to the relationship assistant wholesale lending role. Complete compliance training and follow internal processes and controls as required.
• Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies.
• Regular and reliable attendance is an essential function of this position.
• Perform other job-related duties or special projects as assigned. 

Qualifications:

• Minimum of 2 years of lending and or deposit account experience preferred.
• Proficient knowledge of commercial lending and loan requirements, loan documentation, collateral evaluation, lien perfection and local, state and federal regulatory requirements preferred.
• Proficient in Microsoft Office Products and in working with other bank software. 

Preferred Talents:

• Ability to communicate professionally and effectively
• Accurate and detailed
• Self-directed and takes initiative 
• Problem-solver
• Independent with a team orientation 
• Ability to learn quickly and apply new skills while being dependable and flexible.
• Organized and deadline driven
• Strong decision-making skills
• Projects a professional image and positively promotes the bank’s customer service philosophy. 

Working Environment:

Indoor work – not exposed to outdoor elements or hazards.

Some sedentary work and occasional lifting and/or carrying up to 20 pounds.

This role is eligible for hybrid work from home opportunity under the work from home guidelines upon completion of onboarding.

PLEASE VIEW THE APPLICANT TERMS & CONDITIONS BEFORE PROCEEDING WITH YOUR APPLICATION.