Commercial Banking Representative II

The Commercial Banking Representative II functions as a primary contact between commercial banking clients and the Bank, and assists Commercial Relationship Managers with servicing the client, for all loan types including large and complex loan portfolios.

Requirements

• Handles day-to-day client calls, client transactions, and client problem resolution.
• Executes client transactions within delegated authority or applicable department guidelines.
• Assists in obtaining necessary information to submit loan applications.
• Specializes in loan documentation and ensures accuracy in loan documents and legal loan file.
• Provides complete packages to Loan Servicing for Boarding/Funding, ensuring appropriate GLs are credited for fees collected.
• Ensures all documentation is uploaded to Director/Unity Client timely, imaged files are complete.
• Creates ticklers in Credit Track in accordance with the loan agreement & guaranty requirements and assists Relationship Manager with obtaining required information to clear ticklers.
• Supports commercial relationship managers and group managers with review and certification of; legal entity validation, real estate collateral documentation, UCC and titled collateral validation.
• Supports commercial relationship managers and group managers with treasury and deposit products in partnership with internal bank Treasury, Retail Banking teams and other business line referral programs including payment and wealth products.
• Actively ensures compliance with the Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures.

Benefits

• Generous Paid Time Off (PTO) in addition to paid federal holidays.
• Child Care Assistance Program for eligible dependent(s).
• Exercise reimbursement program for employees.