Commercial Real Estate Loan Specialist I

Overview

The responsibilities of this job are to assist two or more Real Estate Commercial Lenders in day-to-day relationship management tasks to ensure overall department goals are met and contribute positively to the department’s cohesiveness and spirit of cooperation.

Responsibilities

• Provide administrative support for the department.
• Work closely with Portfolio Managers & CRE Loan Specialist in gathering information to open new deposit accounts, including Beneficial Ownership Certification information.
• Order credit reports.
• Disburse loan advances and process payments.
• Collect and review documentation for accuracy and compliance prior to submission for processing.
• Interface with other departments including branch personnel, Loan Operations, Wire Transfer, Treasury Services, Mail Distribution, Trust, Compliance, the Legal Department and Closing Attorney’s.
• Assisting customers with general banking functions (post close) as needed including transferring funds, wires, and balancing checking accounts.
• Provide excellent customer service to all clients, internally and externally.
• Associates are expected to perform all additional duties as assigned.

Qualifications

• High School Diploma or GED
• 1 year Retail or other banking experience.
• Knowledge of opening deposit accounts
• Knowledge of payment processing
• Due to the critical element of customer exposure, the preferred associate must demonstrate excellent customer service ability in addition to each of the following:
  • Excellent interpersonal skills
  • Organizational skills
  • Effective communication skills(verbal and written)
  • Good time management skills
  • MUST be able to exercise confidentiality with sensitive information.
  • Basic Microsoft Word, Excel, and Outlook skills
  • MUST be able to exercise confidentiality with sensitive information
• Commercial lending experience preferred
• FIS preferred

Physical Requirements & Working Conditions:  Must be able to sit for long periods of time and use computer keyboard and/or mouse requiring hand and wrist manipulation, while viewing computer screens.

Disclaimer: Management retains the right to add, delete or modify the responsibilities and qualifications of the position at any time.

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