Commercial Relationship Specialist

Job Summary

Providing administrative and relationship support to the Commercial Banking team, the full-time Commercial Relationship Specialist will manage loan documentation, assist with portfolio administration, and deliver superior customer service while working remotely.

Key responsibilities

• Coordinate all aspects of loan documentation and closing processes, ensuring compliance with legal guidelines
• Analyze and monitor client financial reports and collateral documentation to maintain accurate portfolio management
• Serve as a liaison between clients and banking operations, addressing complex inquiries and service requests

Required qualifications

• Bachelor's Degree or equivalent combination of education and experience in Business, Finance, or Accounting
• 2-4 years of experience in banking or office environments with knowledge of banking products and loan documentation
• Familiarity with internal banking systems such as Ambit, CoreBank, SalesPro, and Stucky is preferred
• Strong understanding of compliance and regulatory requirements related to commercial banking
• Experience in customer service and relationship management within a banking context