Summary: The Relationship Support Specialist will provide support to the Small Business/Digital Lending team and serves as an additional contact point for existing and new clients.

Salary commensurate with experience, ranging from $55,000 to $62,000 annually. The exact compensation may vary based on relevant experience, skills, education, training, licensure and certifications, and location.

All applicants must attach a recent resume.

Responsibilities:

• Provide administrative support necessary to coordinate the lenders’ day-to-day activities.
• Carry out account maintenance activities.
• Resolve account-related problems, including interacting with other Departments to resolve issues.
• Assist with monitoring and developing reports to track and follow up on customer and loan data.
• Generate portfolio reports, past due loan reports and loans maturing reports for lenders’ review and as a follow up on any outstanding issues.
• Assist with obtaining required financial information to underwrite new loans and complete annual reviews of existing loans.
• Assist with the loan closing process.
• Assist with SageWorks customer data input.
• Due Diligence Credit Reports / searches via Lexis Nexis, Experian, Equifax, OFAC, UCC, DOS, Flood.
• Assist with RIMS input for Appraisals and Environmentals.
• Assist with preparation of client presentation materials.
• Coordinates events and sponsorships for the team.
• Point of contact for any technical issues.
• Collect data from team members for consolidated reporting purposes to the Group Leader.
• Create, review, cull and reformats various reports so that the team is provided with efficient reporting.

Qualifications:

• Financial services industry or related experience a plus
• Credit training or experience in credit analysis a plus.
• Excellent interpersonal skills as well as excellent oral and written communication skills.
• Proficient in Microsoft Office and able to learn other bank-specific software. Knowledge of Sageworks a plus.
• Client-first perspective.
• Team-focused.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)