Business Banking Lending Specialist

Job Description The Business Banking Lending Specialist will serve as a resource to the Business Banking Sales Group. The Business Banking Lending Specialist is responsible for assisting Business Banking Officers with general administrative duties, loan-related activities, and special assignments; ordering loan documents; gathering credit information on current and potential borrowers; conducting account research; processing loan payments or advances; assisting Business Banking Officers in ensuring loan requests are complete; ensuring that Business Bankers Salesforce Pipelines are up to date; and promoting business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. The Business Banking Lending Specialist must communicate and provide information by relevant methods internally and externally to assist and enable organizational operations. Responsibilities / Functions Act as a liaison between the Business Banking Officers, the Business Banking and CBUD Underwriting groups, attorneys, customers & other areas within the Bank. Prepare documents for new deposit accounts and loan origination, renewals and closings, such as commitment letters, other required documents as needed. Order and track documents required to complete loan file including ordering floods; appraisals and ESA’s when applicable. Assist in coordination of information sent to Business Banking Underwriting, CBUD and Commercial Credit department for analysis and approval. Assist customers on a daily basis with various types of banking questions. Prepare reports and manage various databases as needed. Complete monthly pipeline report and goals reports. Manage, organize, and update relevant data using database applications. Interact with Exception Management to obtain documentation deficiencies. Organize workflow for the Business Banking Officers with strong utilization of Salesforce and nCino. Department With Frequent Interaction CBUD Business Banking Underwriting Retail Commercial Loan Operations Documentation File & Collateral Management and Credit Department Deposit Operations Position Requirements 3-5 years of Business Banking experience and knowledge of various commercial loan documentation highly preferred. Proficiency with Microsoft Office (the ability to create financial and statistical tools and reports using excel spreadsheets). Must be a detailed-oriented individual with strong analytical and communication skills. #J-18808-Ljbffr Rockland Trust