CRE Relationship Specialist

Meridian Bank

Malvern (Chester County)

On-site

USD 70,000 - 95,000

Full time

14 days+

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Job summary

Meridian Bank, a prominent financial services provider, seeks a Commercial Real Estate Administrative professional to support the CRE department. The role involves coordinating loan-related activities, maintaining client relationships, and ensuring all processes align with credit approvals.

Responsibilities include assisting loan officers from settlements through the life of the loan, handling confidential documentation, and coordinating with attorneys, title reps, and construction consultants

Qualifications

Bachelor’s degree in Finance or related field or equivalent work experience.
5 years experience in a commercial real estate lending environment preferred.
Notary Public (or the ability to become one).
Strong computer skills (MS Office, etc.) and ability to adapt to new software systems.
High degree of attention to detail with financial and legal documents.
Knowledge of banking systems including primary databases and online systems.
Ability to multitask.
Flexible approach to new assignments.

Responsibilities

Provides service support to commercial real estate loan officers by assisting with all client servicing needs from preparing for loan settlements through life of loan with loan servicing.
Performs diverse, advanced and confidential administrative support functions.
Services internal and external customers with excellent customer service.
Ensures compliance to government regulations and bank policies and procedures.
Develops and maintain existing and new client relationships with commercial real estate developers and investors.
External Customer support – provides external customer support for inbound servicing inquiries related to any of the client’s accounts.
Coordinates closing of real estate loans, communicating with the commercial real estate loan officers, borrower, attorneys, title representatives, and construction consultants to assure the loan is closed and documented in accordance with the credit approval.
Coordinates and analyzes construction loan advance requests and appropriate backup documentation as presented by the customer, including construction inspection reports, title bring downs, and other relevant construction documentation; focusing on construction related risk, budget adequacy, and adherence to loan documentation.
Monitors loan portfolio and assists in reporting of various loan quality measurements including: reviewing insurance, monitoring interest reserves, document exceptions, financial information gathering, tickler system maintenance, and ongoing review of expiring loan extensions.
Organizes and prepares loan files within bank’s repository for audit review. Ensures appropriate support is included for loan files per request in accordance with loan approval
Demonstrates and promotes Meridian Bank’s Core Values: Our Partners, Our People, Our Bank and Our Communities
Coordinates specific work tasks with other employees within the department as well as with other departments in order to ensure the smooth and efficient flow of information
Abides by the current laws, organizational policies, procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place
Communicates with management and coworkers in order to integrate goals and activities
Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank’s compliance with all regulatory requirements, e.g. CRA, BSA, EEO, etc.
Other duties as assigned