Commercial Services Relationship Specialist

Performs a variety of highly responsible, confidential, and complex service and support duties for commercial services. Engages and owns relationship once the term sheet and good faith money is submitted. Responsibilities may include general account operations, loan closing, loan documentation & processing, and other related activities. Serves as a liaison between the loan officers/Credit Union, members, loan operations and outside agencies for timely loan submissions and issue resolution. Engages in ongoing external contact with 3rd Parties for Appraisals, Flood Searches, EDRs, and Surveys. Responsible for operations and related activities supporting the Commercial Banking business and/or products. Independently conducts research and gathers information, prepares reports and correspondence; to include the preparation and reconciliation of reports; assisting in the servicing of the commercial loan portfolio. Obtains pre-closing documentation including Financials, Tax Returns, Application(s), New Account request form, Tax transcripts, Entity Documents, and Credit Reports. Submits referral documentation. Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to commercial lending. Completes any other job-related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Core Values. Qualifications High school diploma or equivalent. Minimum of five (5) years in customer service preferably in a financial industry or loan administration/operations experience and/or related administration experience. Small business and commercial loan documentation experience preferred or equivalent experience in a financial industry. Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, plus a good understanding of the Internet environment. Professional appearance, demonstration of poise and tact and a pleasant courteous personality. Excellent planning skills as well as strong interpersonal and communication skills including verbal, written, and presentational skills. Requires the ability to work with all levels of management. Highly organized and detail oriented with the ability to meet and manage critical deadlines and assist with project management. Able to manage multiple priorities in a high-volume environment. Take initiative and make independent decisions in the best interest of the Credit Union and Member.