Commercial Real Estate - CRE Specialist II

Overview

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It starts with our culture of fairness, simplicity, and a commitment to understanding each client as a person rather than a number. Our bankers recognize the complexities of people’s lives and offer simple solutions that keep the community thriving.

We have a long‑standing commitment to equity, diversity, and inclusion. Through banking relationships, investing, grants, and volunteerism we promote the growth, revitalization, and sustainability of the communities we serve. We strive for all associates to feel welcome and empowered at work.

The focus of this job is on producing high‑quality, detailed work based on established standards, guidelines, and procedures. Precise, consistent work output is essential, requiring patience and a willingness to handle and complete one task at a time. The environment is stable, based on known relationships with people and well‑defined processes.

As a Commercial & Specialty Banking Specialist II, you will manage daily, weekly, and monthly trend compliance reports, financial, pipeline, and portfolio management reports. You will accurately input, monitor, and process loan data in Capital Stream and assist Relationship Managers, Portfolio Managers, and Credit Analysts in monitoring maturing loans, past‑due items, and covenant reports. You will assist in processing and booking loans, reviewing loan documents for accuracy, and partnering with accounting, risk management, and marketing to manage controls and regulatory inquiries for Commercial Bank/Specialty Banking/Capital Finance.

Additionally, you will manage changes and updates to risk reports, client deposit operations, treasury management implementation, and prepare weekly portfolio management meetings, including agendas and minutes. You will handle administrative details, develop relationships with key internal and external clients, and treat others with respect and consideration regardless of their status or position.

All associates are expected to maintain current knowledge and consistent compliance with regulations and bank policies related to the position, including the Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements.

• Associate’s degree or equivalent combination of education and related work experience.
• 5+ years of experience providing commercial banking loan and deposit support.
• Strong Microsoft Office skills, including PowerPoint, Word, and Excel.

• Bachelor’s degree.
• 7+ years of experience in commercial banking loan and deposit operations support.
• Prior work experience in the asset‑based or banking industry.

• Exceptional verbal, written, and interpersonal communication skills with the ability to clearly and concisely articulate issues, carry out instructions, and generate reports.
• Ability to work with minimal supervision while performing duties.
• Effective organizational and time‑management skills.
• Absolute discretion when dealing with confidential matters.
• Self‑directed and motivated to accomplish tasks, meet objectives, and commit to timelines.
• Strong client service skills with the ability to interact professionally with internal and external clients.
• Responsive and flexible; ability to adapt to changes in the work environment and modify approaches or methods to best fit situations.
• Proficient in  and MS Office applications including Outlook, Word, Excel, and PowerPoint.

• We are committed to our core value of meritocracy and supporting our associates in growing within their role.
• When completing certain tasks, an associate may need to be able to grasp, push, pull, lift, bend, raise, and hold hands and arms overhead.
• Office setting with traditional hours.
• Sitting for extended periods of time (typically no longer than 8 hours).
• Must be able to work at a rapid pace for long periods of time (typically no longer than 8 hours).
• Must be able to work overtime to the extent necessary.

In addition to your financial compensation, we also offer a generous benefits package that includes insurance, 401(k), an associate stock purchase program, paid time off,…