Business & Commercial Support Specialist
To support Commercial Banking teams and/or Business Banking teams and/or Market Sales Leader in the sales, servicing and management of business clients and commercial loan portfolios. Assist in identifying and selling loans and essential services to customers and prospects. Accurately prepare and process loan approval and closing documents, clear loan documentation deficiencies, provide ongoing servicing of the portfolio, maintenance past due accounts and resolve customer account problems.
Ongoing Sales Support: Provide ongoing sales support to the CB/BB including identifying sales and cross sell opportunities (by reviewing personal financial statements, tax returns, etc.), coordinating materials for presentations, setting up sales calls as needed, maintaining prospect lists and making joint calls as required.
Ongoing Credit Servicing Support and Accuracy: Maintains ongoing credit servicing of the portfolio, including (but not limited to) resolving documentation exception issues within 90 days; maintaining service levels; updating financial statements; ensuring credit files and BOSS are properly documented, organized correctly and up to date with required documentation; preparing files for all portfolio reviews. Run reports to track maturing lines/loans and service levels.
Monitoring of Past Due Credits: Consistently follow up on portfolio past dues to ensure they remain current as per company expectation; initiates and maintains customer contact during the process; maintains reporting of past due loans and engages the appropriate business partner/manager for timely resolution.
Ongoing Customer Service/Office Support: Coordinates opening of deposit and other services with the retail branch; processes payments and line disbursements; handles customer requests for information and problem resolution; maintains working knowledge of financial products, services and company credit and operations policies; performs variety of office support functions.
Continuing Education: Participates in professional development, specifically focusing on credit analysis and understanding the business sales process. Participate in Regional BA meetings and activities as scheduled.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
This position may be filled as a BCSS I or II.
High school or GED with a minimum of 2 years banking experience.
Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided.
Experience in loan documentation or support.
Proficient Microsoft Word, Excel, PowerPoint, Outlook and other office support systems and programs.
Experience in paralegal support.
Experience in commercial loan documentation, commercial lending support, analysis or other related banking position.
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