Private Banking Client Specialist

Job description

Location: Onsite at the location listed in the job posting. Summary: Supports the clients and sales staff by performing moderate complex daily clerical functions to maintain the office and document processing. Essential Duties and Responsibilities: - Provide Commercial Lending Support to Commercial Relationship Managers - Review and Fund Loans - Processes and administers commercial loans. Records new loans, establishes relevant files, processes loan payments and maintains loan records. - Obtains credit information and ensures sufficient loan collateral. - Calculates loan items and charges such as interest and payments. - Assists lending officers in activities such as disbursement of funds and extension of new loans. - Answers client inquiries on bank products, services, accounts and policies; opens new accounts; promotes cross-selling; researches and corrects account discrepancies. - Prepares loan documents, notices, and periodic loan reports. - Assist with maintaining Relationship Managers portfolios – clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues - Be able to identify clients’ operational needs and bank products/services to meet these nee...