Commercial Lending Client Service Associate
Randstad
Summary:In this position you will serve as the primary point of contact for all deal set up and service-related needs for commercial loan portfolios. You will provide exceptional client service and flawless execution, resolve client requests, and be a trusted member of the client’s team to deliver the growth and success for an assigned portfolio.Please note, this team works onsite at the office in Charlotte, NC.Job Responsibilities:• Provide deal origination and execution support to bank deal teams as the primary loan servicing contact for internal/external clients for issues and resolutions.• Deliver solutions and uphold standards and operating principles• Provide feedback to deal structuring team on operational market trends and any operational feasibility.• Use systems including CLS System, LoanIQ and MS Excel to create updated client reports• Read and interpret complex legal credit agreements and related documentation working with attorneys when applicable• Develop long term client relationships with clear communication by email and phone.• Proactively work to determine service improvements and solicit client input and feedback to drive client satisfaction• Perform quality control on new deals, restructures and amendments by thoroughly understanding the credit agreement verifying system set up accuracy• Oversee loan activity (funding, re-pricings, payments) as instructed by the client in accordance with credit agreements• Calculate and track complex interest and fee accruals at various rate levels across changing lender distributions• Reconcile daily funding and payment activity to account for all daily cash transactions, initiate and reconcile automated funds movement, monitor and escalate past due principal, interest, & fees• Conduct annual reviews with clients to identify potential customer-level fraud exposure and recommend appropriate products to mitigate risk• Proactively discuss client trends/issues with internal partners to further customize solutions for clientsRequired qualifications, capabilities and skills:• 1-6 years Commercial or Asset Based Lending experience: deal-booking, closing, and servicing• Demonstrated Exceptional Customer Service experience• Knowledge of reading and interpreting syndicated or bilateral credit pre/post-close agreementsRandstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).
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