Commercial Banking Relationship Architect

TowneBank; Wilmington (NC); On-site; USD 52,000 - 66,000; Full time

Job summary

Dogwood is seeking a Commercial Relationship Specialist to provide administrative, production, portfolio management, and compliance support to Market Executives and Commercial Bankers. You will help with loan closings, deposit openings, collateral/documents, and ongoing account management while delivering exceptional client care.

You will collaborate with Underwriters, Analysts, Risk Management and Operations to ensure standards and regulatory compliance, expanding client relationships and

Qualifications

• Must be a high school graduate or possess equivalent experience.
• Minimum of 2 years of secretarial or executive assistant experience preferred, banking experience a definite asset.
• Proficient typing, calculator, and word processing skills required.
• Ability to work under pressure, meet deadlines and keep confidential information.
• Proficiency with Excel and Word required.
• Knowledge of Jack Henry or similar banking software beneficial.
• Valid driver's license in state of residence.

Responsibilities

• Assist lenders with loan underwriting to ensure documents are accurate and timely.
• Assist lenders with loan documentation and provide administrative support.
• Assist customers with general loan inquiries, including payment information.
• Understand loan packages to help clear exceptions.
• Assist with relationship summaries, client exposure limits, and pulling credit reports.
• Knowledge of commercial deposit cash management solutions for onboarding and servicing relationships.
• Make General Ledger entries for transfers and payments.
• Maintain confidentiality of time-sensitive material.
• Support planning and organization of public relations projects.
• Track customer referral programs and employee incentives.

Skills

Secretarial experience

Proficient typing/word processing

Excel/Word proficiency

Driver's license

Ability to work under pressure

Education

High school diploma or equivalent

Tools

Jack Henry

Job description

Dogwood is seeking a Commercial Relationship Specialist to provide administrative, production, portfolio management, and compliance support to Market Executives and Commercial Bankers. You will help with loan closings, deposit openings, collateral/documents, and ongoing account management while delivering exceptional client care.

You will collaborate with Underwriters, Analysts, Risk Management and Operations to ensure standards and regulatory compliance, expanding client relationships and