SBA Commercial Relationship Specialist-
$53.03kRegions Financial Corporation
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. At Regions, the Commercial Relationship Specialist provides general administrative support to Relationship Managers within Commercial Banking to include Commercial Banking and/or specialized business segments of Agricultural Banking (AG), Government and Institutional Banking (GIB), Small Business Administration (SBA), and Franchise Lending. Primary Responsibilities Assists Relationship Manager(s) by performing daily support activities related to client relationships and keeps respective Relationship Manager informed when appropriate Acts as a point of contact for Commercial Banking clients for all servicing requests related to client relationships Attends weekly scheduled meetings with Relationship Manager(s) to discuss workflow items such as renewals, new pipeline items, servicing requests, past due reports, etc. Provides reports for Relationship Manager(s) such as 360 Report, Weekly Sales Report, OneView Pipeline Report, Maturities, Past Due and Exception Reporting Facilitates and manages credit application workflow as it applies to the appropriate credit channel including collecting financial information from clients, submitting facility applications and managing loan workflows to closing Manages post-closing requirements including tickler requirements and exception citing's Manages Relationship Manager(s) loan maturity pipeline, ensuring that renewals are approved and closed in a timely manner Acts as a liaison between Credit Products and the Commercial Team with both underwriting and loan fulfillment processes and procedures and manages due diligence requirements from the field Assists Relationship Manager(s) with sales support functions to include marketing requests, client and prospect presentations and building prospect information files Opens new deposit products for clients Works closely with the Treasury Management team to successfully onboard new Treasury Management clients as well as provide the clients with guidance and aid in locating appropriate resources for servicing Maintains consistent data integrity for relationship team’s client accounts within all source systems Maintains OneView administrative data to include updating client contact information, merging client records, managing pipeline reports for renewals and creating prospect/centers of influence (COIs) records Manages data organization within Relationship Grouping Application (RGA) to ensure client records are properly grouped for accurate 360 reporting Provides support if assigned for clients in specialized business segments such as GIB, SBA, AG, and Capital Markets within Commercial Banking Supports Relationship Manager(s) with miscellaneous administrative tasks as assigned Helps facilitate training for new associate onboarding May serve as a mentor for new associates This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act. Requirements Bachelor's degree and three (3) years of banking or client support experience Or High School Diploma or GED and four (4) years of general banking experience Preferences College degree Skills and Competencies Ability to lead and mentor others Ability to partner with various internal partners across the organization Ability to research, analyze data and derive facts Proficiency in Microsoft Office (Word, Excel, PowerPoint) Excellent verbal, written communication, and organizational skills Excellent work ethic and self-motivation Compensation Details Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position. Job Range Target: Minimum: $53,025.00 USD 50th Percentile: $66,832.50 USD Incentive Pay Plans: This job is not incentive eligible. Location: Dallas, Texas Equal Opportunity Employer/including Disabled/Veterans #J-18808-Ljbffr Regions Financial Corporation
$49.09k
...section of the system. Job Description At Regions, the Commercial Relationship Specialist provides general administrative support to Relationship... ...Banking (GIB), Small Business Administration (SBA), and Franchise Lending. Primary Responsibilities Assists...SuggestedFull timeWork at officeFlexible hours$49.09k
Job Description At Regions, the Commercial Relationship Specialist provides general administrative support to Relationship Managers within Commercial... ...Institutional Banking (GIB), Small Business Administration (SBA), and Franchise Lending. Primary Responsibilities...SuggestedFull timeWork at officeFlexible hours- Regions Financial Corporation is looking for a Commercial Relationship Specialist in Dallas, Texas. This role involves providing administrative support to Relationship Managers in Commercial Banking. Responsibilities include assisting with client relationships, managing...SuggestedWork at officeLocal area
$45k - $75k
Jonessary in Dallas, TX, is seeking an outgoing Office Representative to join their team and build customer relationships within the community. This role involves providing excellent customer service and promoting State Farm products such as auto and life insurance. The...SuggestedWork at office- ...Accounting And Servicing Coordinator - Sba Support the Accounting and Loan Servicing... ...servicing activities for SBA and commercial mortgage loans, ensuring accuracy and compliance... ...skills with the ability to build relationships across multiple departments. Flexible...SuggestedWork at officeFlexible hours
$98.18k - $115.5k
...multiple levels, open to candidates with a minimum of 3-5 years of commercial lending experience. The successful candidate will be hired... ...that aligns with their experience. We are seeking an ICG Relationship Manager (RM) for our newly formed Integrated Client Sales alternative...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- ...friendly manner at all times. Resolves member complaints in a timely manner. Monitors incoming calls and actively works on dealer relationships and program performance. Follows up on member request when necessary. Works assigned reports in a timely manner. (E) 10%...Contract workWork at officeRelocation packageFlexible hoursShift work
- ...sales experience, excellent communication skills, and be organized to manage multiple tasks efficiently. The role involves building relationships with buyers, conducting market analysis, and adhering to company policies. This is a commission-based position with earnings...Work from home
$62k - $105k
...Client Relationship Consultant Are you looking for a unique opportunity to make a significant impact as a Client Relationship Consultant in Group Benefits? If you are a highly motivated and ambitious professional, we have an exceptional role for you! We are seeking...Hourly payTemporary workWork experience placementWork at officeRemote workFlexible hoursNight shift$23 - $25 per hour
The LVMH Group in Dallas is seeking a motivated Client Advisor to enhance customer experiences and build lasting relationships. This role involves achieving sales goals, mastering brand knowledge, and advising clients on product choices. The ideal candidate should thrive...Hourly pay- EmergencyMD is seeking a full-time Client Services Specialist to support Sales and Operations teams. This remote entry-level position... ...Your role involves accurate data entry and developing client relationships. Responsibilities include ensuring entry accuracy and enhancing...Remote jobFull time
- ...operations leader in Dallas, Texas. This role manages wholesale finance operations, overseeing credit, collections, and dealer relationships. Candidates must have a bachelor's degree in Business or Finance, along with 6-8 years of relevant experience. Strong leadership...Work at office
- ...marketing or a related field, along with 2-5 years of transportation or 3PL sales experience. This role involves managing customer relationships, conducting face-to-face sales calls, and working with management on pipeline development. Availability to travel 50-75% is...
- A financial services company seeks a Relationship Manager II to coordinate relationship management and grow sales within its Commercial Banking organization. The position requires building client networks and managing a book of business to enhance client engagement and...Work at office
$34 - $43 per hour
...Job Description Job Description Commercial Loan Closing Specialist Location: Dallas, TX 75201 | Onsite... ...portfolios • Familiarity with SBA lending, construction loans, revolving... ...products • Excellent communication and relationship-building skills with internal and...Extra incomeFull timeTemporary workWork at officeMonday to Friday$20.1 - $30.1 per hour
...the sale as required by specific customer. Responsibilities Commercial Client Support Serve as primary administrative contact for commercial... ...based on client requirements. Maintain positive client relationships through timely communication, issue resolution, and proactive...Hourly payFull timeWork at office- ...Job Title: Customer Relationship Manager Duration: 12 months Shift Timings: 9-6 local time, must be flexible to work within this shift Job Description General knowledge about the entire loss mitigation process is necessary to manage a large portfolio of customers throughout...Local areaFlexible hoursShift work
- ...Job Description Job Description Donato Technologies is looking for experienced Client Relationship Managers in IT staffing. This is not a finance role youll manage client and vendor relationships, generate business, and work with our recruiting team to place IT talent...Full timePart time
$125k - $150k
A leading technology solutions provider is looking for an Account Manager based in Texas, focusing on building long-term client relationships and driving growth initiatives. This mid-senior level full-time position includes a competitive salary ranging between $125,000...Remote jobFull time$18.17 per hour
Cox Automotive Inc. is seeking a Commercial Services Specialist I in Dallas, Texas. This role is crucial for managing the redemption office, ensuring... ...customer service excellence, and maintaining strong relationships with clients. The ideal candidate should have strong...Hourly payWork at office- Under limited supervision, provide sales, service and loan support to Relationship Managers, Commercial Credit staff, and Sales Leaders managing and supporting Commercial client portfolios. Support is provided across all Commercial Community Bank segments, which includes...Full timePart timeWork at officeShift workDay shift
- Truist is seeking a CCS support professional to assist Relationship Managers and Commercial Credit staff in sales, service, and loan support across commercial portfolios. The role involves pipeline accuracy, client contact, and onboarding tasks, with a focus on regulatory...
- Regions Bank is seeking a Commercial Relationship Specialist in Dallas, Texas. This role provides essential administrative support to Relationship Managers in Commercial Banking, ensuring exceptional client service and efficient management of banking processes. The ideal...
$100k - $120k
...better. Growth doesn't come from waiting. It comes from building relationships before your competitors do, showing up consistently, and... ...this opportunity. We moved the guardrails. We know recurring commercial service agreement revenue is critical to our future. We know...Temporary workImmediate start- ...Client Relationships Manager The Client Relationships Manager will forge robust client partnerships and foster strategic business growth. This role will provide a proactive approach to account management; anticipating client needs and positioning the company as a valuable...Immediate start
- ...disabilities, veterans and members of all underrepresented groups are strongly encouraged to apply. Job Summary The Private Equity Client Relationship Manager serves as the primary relationship owner for institutional investors. This is not a sales role and not an operations...Full timeCasual workWork at office
- Position Title Client Relationship Manager Department & Location Corporate Middle Market Banking... ...relationships between the bank and its commercial clients. Their responsibilities are... ..., loan monitoring and other product specialists to ensure comprehensive client service,...Full timeWork experience placementWork at officeMonday to Friday
- Third Coast Bank in Dallas is seeking a Client Relationship Manager to serve as the main contact for commercial clients, coordinating banking solutions from deposits to treasury and derivatives, and partnering with credit underwriters to ensure quality. You will work with...
- Texas Capital Bank is seeking a dedicated individual to manage customer relationships and handle banking transactions in Dallas, Texas. The role demands exceptional customer service skills and at least 2 years of banking experience. The successful candidate will proactively...
- ...Commercial Services Specialist I This role serves as a key point of contact for resolution of client issues, in collaboration with the national... ...and sincere appreciation for the business relationships that have been established amongst the client and Manheim...Work at officeLocal areaVisa sponsorshipFlexible hours
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