RELATIONSHIP ASSOCIATE

FLSA CLASSIFICATION: FULL TIME, EXEMPT POSITION

DEPARTMENT: BUSINESS DEVELOPMENT

REPORTS TO: REGIONAL MANAGER

WORK TYPE: HYBRID - Requires regular on-site presence. 

DUTIES AND RESPONSIBILITIES:

• Perform a variety of tasks associated with new client deposit onboarding, loan processing and loan documentation, including C&I loans, real estate loans, SBA 504/7A loans.

• Utilize nCino (Salesforce) daily to create new prospects, maintain existing clients and document activities related to those prospects and clients by the sales team.

• Work externally with clients and various third-party vendors (appraisers, title officers, escrow officers) in the performance of the position duties.

• Maintaining an accessible and organized online filing system for sales and administrative professionals. 

• Gathers or assists in compiling information as needed for loan documents, new account documentation, compliance related material and any other administrative functions. 

• Provides direct support to Relationship & Portfolio Managers of the Bank to manage and proactively address the needs of clients in connection with loan and deposit relationships.

SUPERVISORY RESPONSIBILITIES:

• This job has no supervisory responsibilities.

QUALIFICATIONS:

• High School diploma or equivalent at minimum; college experience strongly desired

• At least two to five years of experience in Loan Servicing or as an Administrative Assistant

• Must have strong analytical, problem-solving, and time management skills. 

• Excellent writing, interpersonal and communication skills.

• Requires a high energy level and strong sense of urgency.

• Excellent motivational skills and ability to operate in a team setting while still being able to work independently. 

• Proficiency in nCino/Salesforce, Microsoft Office including Outlook, Word, PowerPoint, and Excel 

• Excellent verbal, written, and interpersonal communication.

• Strong time management and organizational skills, as well as the ability to multitask and prioritize.

• Ability to pay strong attention to detail.