Commercial Relationship Associate

Montgomery Bank; Cape Girardeau (MO); On-site; USD 40,000 - 60,000; Full time

Job summary

Montgomery Bank is seeking an Operations Assistant to support Commercial Relationship Managers in managing complex loan portfolios. You will process transactions, renew loans, resolve customer issues, and coordinate loan documentation with multiple stakeholders.

This role requires strong organizational skills, the ability to work independently, and excellent written and verbal communication. A high school diploma and banking operations experience are preferred.

Qualifications

• Minimum 3-year’s bank operations experience in loans or credit.
• High school diploma or equivalent educational experience.
• Proficient PC user with strong Windows and Microsoft Office skills.
• Detailed oriented individual with excellent written and verbal communication skills.
• Ability to read and analyze business organizational documents.
• Ability to meet deadlines and work with minimal supervision.

Responsibilities

• Assist Commercial Relationship Managers with large loan portfolios by processing transactions, renewing loans, resolving issues and providing administrative support.
• Coordinate loan documentation via worksheets, review documents, and coordinate execution and booking of renewals.
• Work with managers to obtain data, draft letters and agreements, clear exceptions, and obtain collateral documentation; coordinate with CPAs, attorneys, and insurance agents.
• Serve as first point of contact for commercial customers and main point of contact for service issues.

Skills

MS Office

Independent worker

Organizational skills

Problem solving

Time management

Written communication

Verbal communication

Reading & analysis of documents

Education

High school diploma or equivalent

Tools

Windows

Microsoft Office

Job description

Responsibilities

• Responsible for supporting one or more Commercial Relationship Managers with large and complex loan portfolios by assisting in the management of customer relationships by processing transactions, renewing loans, resolving account/customer issues and providing various other administrative support.
• Coordinates the preparation of required loan documentation via worksheets; review loan documentation; coordinates execution of loan documents; coordinates booking of renewal loan documents.
• Works closely with Commercial Relationship Managers to assist with loans by obtaining financial data, drafting letters and agreements, clearing exceptions, and obtaining collateral documentation. Coordinates with CPA’s, attorneys, insurance agents, etc. of assigned clients to resolve specific exceptions and transactional issues.
• Serves as first point of contact for commercial customers; primary contact for all customer service issues.
• Responsible for monitoring and maintenance of multiple reports, including past due reports, maturing loans, and inactive accounts.
• Assist Commercial Relationship Manager manage deposit relationships and related services, including wires, overdrafts, approvals, signatures, etc. Assist clients with draws, transfers, and loan payments with appropriate authorization.
• Follow all other instructions and perform any other job- related duties.

Requirements:

• Proficient PC user with strong background in Windows and Microsoft Office applications.
• Demonstrates ability to work independently while having a strong commitment to team orientation. Excellent organizational and problem solving skills.
• Ability to handle multiple priorities and projects within required deadlines.
• Minimum 3-year’s bank operations experience in loans or credit.
• High school diploma or equivalent educational experience.
• Detailed oriented individual with excellent written and verbal communication skills.
• Ability to read and analyze business organizational documents.
• Ability to meet deadlines and work with minimal supervision.

Montgomery Bank is an Equal Opportunity Employer