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The Relationship Administrator Sr-Commercial Real Estate is responsible for supporting Commercial Real Estate Group Managers, Relationship Managers and Portfolio Managers ensuring the highest level of quality service to each client. Uses independent judgement in making decisions regarding loan closings and problem-solving client issues or concerns regarding bank products (loans, deposits, ancillary services). Acts as a liaison and coordinates functions with the Relationship Managers, Support Team, internal departments and the client. Responsible for key functional reporting of the department in the areas of compliance and profitability.
Job Responsibility
Administers tasks that support the commercial sales process ensuring accurate and timely processing of all transactions
Coordinates and communicates the activities of the department with internal bank partners, ensuring policies, procedures and standards are followed correctly and efficiently
Coordinates and assists the RMs and PMs with loan closing activity communicating with all stakeholders involved with the loan closing process
Responsible for key reporting including portfolio metrics, loan projections, pipeline validation and the development of recommendations to enhance those reports and correction of data
Resolves issues from portfolio management activities such as past dues mitigation, loan exception control and tracking, ensures compliance with procedures, & loan documents
Process exception management tracking and clearing
follow-up on financial statements, borrowing base reports, updating insurance, and clearing any required document follow-up to ensure compliance and eliminate risk of non-compliance
Responds to and resolves technical issues and questions from clients and Relationship Managers
Manage client service inquiries including payoff requests, lien releases and subordinations to increase client retention and satisfaction
Provides clients with an exceptional post-closing experience by coordinating new account process, courtesy calls, etc.
Uses independent judgement and discretion to make decisions
Analyzes and resolves problems
Requirements
High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent
8+ Years of commercial lending processing/closing/customer support
Experience with commercial lending legal and compliance