Commercial Banking Client Representative 2

Commercial Banking Client Representative

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel atall from Day One.

The Commercial Banking Client Representative (CBCR) plays a vital role in supporting Mortgage Warehouse customers by managing collateral processes, ensuring accurate data entry, and facilitating smooth financial transactions. This position requires strong attention to detail, excellent customer service skills, and the ability to work in a fast-paced environment.

As a CBCR, you will serve as the primary point of contact for customers, providing exceptional service for day-to-day processes. You will be responsible for accepting, reviewing, verifying, and processing collateral packages to secure warehouse lines of credit. This includes accurately entering collateral data into the tracking system, filing new collateral, retrieving and shipping collateral to investors, and maintaining organized records. Additionally, you will process advance and paydown requests on warehouse lines of credit, review and release wires for loan closings, and handle incoming wires from investors. Daily responsibilities also include balancing all activity, reviewing and researching discrepancies, and clearing exceptions to ensure smooth operations and compliance.

Basic Qualifications:

• High school diploma or equivalent
• Two to four years of experience in financial services industry

Preferred Skills/Experience:

• Excellent verbal, written, and interpersonal communication skills
• Excellent customer service and problem resolution skills
• Proficient computer skills, especially Microsoft Office applications
• Experience with department-specific systems
• Thorough knowledge of departmental and bank products and services
• Basic accounting knowledge
• Previous experience with warehouse lending

Location expectations:

This role requires working from a U.S. Bank location five (5) days per week.

M-F 7:30am-4:30pm

#BranchCA

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.