Credit & Relationship Support Officer

Zions Bancorporation; Midvale (UT); Presencial; USD 55.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

Dental insurance

Vision insurance

Life and disability insurance

Paid parental leave

Health Savings Account (HSA)

Flexible Spending Account (FSA)

Paid time off and holidays

401(k) with company match and profit分享

Tuition reimbursement

Mental health support

Ambassador program

Descripción de la vacante

Zions Bank in Midvale, UT is seeking an Assistant Relationship Officer to support loan underwriting, credit analysis and client service. You will gather documentation, review loan packages, and collaborate with relationship managers to prepare credit presentations.

The role requires a bachelor's degree and knowledge of credit processes, with opportunities for growth in a collaborative banking team at Zions Bank.

Formación

• A Bachelor's degree and some experience in loan processes, credit, credit analysis, documentation or other directly related experience.
• Basic knowledge of credit, credit analysis and experience working with various types of loans.
• The ability to meet deadlines, audit documentation and solve problems.
• The ability to make recommendations to officers.
• Good communication, customer service and organizational skills.
• Knowledge of MS Office including Word, Excel and various types of credit analysis software.
• Attention to detail with consistent self-management and follow-through.
• You must want to be part of a motivated and driven team and work with respected leaders. We need someone who is proactive, has a great attitude, is confident and wants to inspire others to achieve bank initiatives and drive loan growth.

Responsabilidades

• Analyze, investigate, gather and present financial data, tax information and credit documentation for determining clients’ credit worthiness.
• Review and initiate loan documents for legal and structural considerations, ensuring compliance with policies and regulations.
• Place calls to clients to better underwrite credits.
• Assist with collections and customer problem resolution.
• Consult with relationship managers and portfolio managers in preparing customer information for credit review and loan presentations.
• Assist in providing customer service on behalf of loan officers/relationship managers and team leaders.
• Responsible for disbursement of funds.
• Remain flexible and take on other due diligence and portfolio maintenance responsibilities to enable the bank's success.

Conocimientos

Credit analysis

Loan documentation

Customer service

Attention to detail

MS Office

Educación

Bachelor's degree

Herramientas

MS Office

Credit analysis software

Descripción del empleo

Zions Bank in Midvale, UT is seeking an Assistant Relationship Officer to support loan underwriting, credit analysis and client service. You will gather documentation, review loan packages, and collaborate with relationship managers to prepare credit presentations.

The role requires a bachelor's degree and knowledge of credit processes, with opportunities for growth in a collaborative banking team at Zions Bank.