Client Associate

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Birmingham, AL

The Client Associate position provides administrative support to Bank Officers, assisting with responses to client requests, scheduling appointments, coordinating resources and gathering loan documentation and related reports as needed.

• Interact directly with clients and vendors to obtain necessary loan documentation (title companies, attorneys, business owners, etc.)
• Examine documents to identify missing, incomplete, or inconsistent information such as signatures, notarization, initials, terms, etc.
• Prepare and submit loan packages for underwriting, further approval, or closing, depending on type of loan and needs of officer
• Provide ongoing relationship servicing with current clients to maintain goodwill and gain additional business
• Respond to telephone and email inquiries on behalf of the officer
• Coordinate responses among multiple parties as needed, serving as a single point of contact
• Advise the officer of client requests and seek officer approval in cases of fee waivers, overdrafts, etc.
• Schedule events such as meetings, conferences, sales appointments, etc.
• Prepare reports and distribute as appropriate
• Reserve and coordinate resources (conference rooms, catering, PCs, reports, presentations) on behalf of office
• Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies

• High school diploma or equivalent; some college preferred
• Administrative experience; financial services environment preferred
• Experience interacting directly with clients/vendors/management/directors responding to requests and researching/resolving issues
• Proficient with Microsoft Outlook, Word, Excel and Power Point
• Experience coordinating shared resources and working successfully with team members
• Knowledge of loan documents, approval process and general Bank policies and procedures
• Excellent organizational and time management skills, as demonstrated in experience handling multiple tasks and client requests within deadline

• Sustained standing and sitting
• Frequent use of PC, including typing or sustained attention to monitor
• Occasional lifting of basic office files or equipment up to 20 lbs
• Normal office environment with comfortable internal temperatures and low level noise

Note:

Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job.

Note:

Additional duties and responsibilities may be assigned.