Relationship Specialist

Relationship Specialist

• Process and close consumer and commercial loans in a prompt, accurate and efficient manner.
• Provide excellent service to our members and bankers.
• Input the loan request in loan summary and current system platform(s).
• Prepare Debt Summary (if applicable).
• Coordinate the collection of applicable business tax returns, business financial statements, personal financial statements, personal tax returns, credit reports, and credit monitoring required financials.
• Prepare request for Credit Analysis and forward package to Loan Administration.
• Communicate with Credit Analysis relating to any additional information required.
• Assist with compiling approval package for submission to approving/reviewing entity (i.e. Regional President, Executive Committee, Credit Review, Small Business Lending, etc.).
• Input all consumer/commercial loans.
• Meet with members as requested for loan closings at the Bank.
• Review signed documents to assure the package is complete with proper signatures obtained.
• Package loan documents and required supporting documentations for transmittal to Loan Services, including applicable general ledger tickets and check copies.
• Following up and clearing all outstanding exceptions.
• Preparing loan payoff quotes upon request from members.
• Accepting loan payoff checks and preparing appropriate transaction tickets.
• Monitoring maturing loans/credit lines and coordinating the appropriate renewal.
• Monitoring weekly past due loan payments and update comments weekly for Officer.
• Monitoring maturing Letters of Credit and coordinating appropriate renewal process; collecting applicable fee.
• Meeting with Officers weekly to input and manage loan pipeline.
• Correcting any collateral exceptions on loans.

• Process and close consumer and commercial loans in a prompt, accurate and efficient manner.
• Provide excellent service to our members and bankers.
• Input the loan request in loan summary and current system platform(s).
• Prepare Debt Summary (if applicable).
• Coordinate the collection of applicable business tax returns, business financial statements, personal financial statements, personal tax returns, credit reports, and credit monitoring required financials.
• Prepare request for Credit Analysis and forward package to Loan Administration.
• Communicate with Credit Analysis relating to any additional information required.
• Assist with compiling approval package for submission to approving/reviewing entity (i.e. Regional President, Executive Committee, Credit Review, Small Business Lending, etc.).
• Input all consumer/commercial loans.
• Meet with members as requested for loan closings at the Bank.
• Review signed documents to assure the package is complete with proper signatures obtained.
• Package loan documents and required supporting documentation for transmittal to Loan Services, including applicable general ledger tickets and check copies.
• Following up and clearing all outstanding exceptions.
• Preparing loan payoff quotes upon request from members.
• Accepting loan payoff checks and preparing appropriate transaction tickets.
• Monitoring maturing loans/credit lines and coordinating the appropriate renewal.
• Monitoring weekly past due loan payments and update comments weekly for Officer.
• Monitoring maturing Letters of Credit and coordinating appropriate renewal process; collecting applicable fee.
• Meeting with Officers weekly to input and manage loan pipeline.
• Correcting any collateral exceptions on loans.

• Serving as the contact person for any member service assistance with assigned Officers’ portfolios.
• Processing requests for transfers of funds and other needs as they arise.
• Safeguarding member information and communications.
• Following up and clearing all outstanding deposit exceptions.
• Pulling reports for Officers as needed.
• Meeting with officers weekly to manage business development.
• Processing transfer requests.
• Processing wire transfers and stop payments.
• Decision overdrafts daily.
• Opening accounts for members.
• Assisting members with account research as needed.
• Coordinating the needs of members with appropriate departments and following up to ensure satisfaction of service.
• Assisting members with ordering checks,…