Client Relationship Assistant
Location: Birmingham, Alabama
Description: IBERIABANK is hiring Client Relationship Assistant right now, this vacancy will be placed in Alabama. More details about this vacancy opportunity please give attention to these descriptions. The incumbent in this position will provide administrative and l lending support to Commercial, Business Banking, Private Banking Relationship Managers and other Bankers within their assigned area.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Provide general administrative support to Bankers
Provide Lending Support to Relationship Managers
Review and Fund Loans
Assist with maintaining Relationship Managers portfolios â€" clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues
Independently identify clients’ operational needs and bank products/services to meet these needs
Provide assistance to the bank's clients in all areas of the clients’ relationship with the bank, including loans, deposits, and other bank services
Authorize payment and fees of client overdrafts
Approve and process client’s withdrawals on lines of credit
Communicate with clients, attorney’s, insurance companies, title companies, and various other professionals
Order in ordering appraisals, flood determinations, Uniform Commercial Code’s (filings) and familiar with Office of Foreign Asset Control (OFAC)
Work closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure satisfactory closing of loans to clients
Work closely with Bankers, Underwriters, and loan operations to ensure satisfactory on-going monitoring of loans to clients
Work closely with Bankers, Treasury Management, and deposit operations to ensure satisfactory on-going monitoring of depository/Treasury Management accounts/services to clients
Open new accounts and ensure all required documentation is obtained from the client
Process wire requests for clients.
Assist other assistants and other departments with administrative support when needed
ROLES AND RESPONSIBILITIES - COMMERCIAL LOAN ORIGINATION PROCESSES
Responsible at Relationship Manager’s request to order appraisal though Real-Estate Information Management Services.
Responsible for maintaining updates needed by Real-Estate Information Management Services after submission of bids for appraisal.
Assist Relationship Manager in the upload financial information and client detail into central repository throughout the underwriting process.
Assist Relationship Manager as requested in gathering financials for new and renewal opportunities with clients.
Assist in preparation of term sheets as requested by Relationship Manager.
Assist in preparation of Commitment Letter as requested by Relationship Manager
Assist Relationship Manager as requested in any required conditions precedent as needed to ensure Loan Closing has all items needed.
Assist Relationship Manager as requested with client communication
ROLES AND RESPONSIBILITIES â€" PORTFOLIO MANAGEMENT
Provide support to Relationship Manager through population of credit file (Loan Quality Assurance System) of information received from clients and underwriters (financial statements, covenant checks, etc.)
Assist as requested by Relationship Manager in monitoring exception reports (financial, covenant, annual review, etc.)
Assist as requested by Relationship Manager collection of financial information from clients
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
EDUCATION AND/OR EXPERIENCE
The incumbent must have a high school diploma or general education degree (GED) and three plus years of experience in Banking and/or a Lending Assistant roles, or at least three years loan Operations experience. Excellent interpersonal and communication skills, a solid working knowledge of banking and good judgment skills are also required. The incumbent will be Familiar with Laser Pro and Attorney prepared documents, and with both domestic and international wire transfers. Also must be: A Team Player; Well Organized- Abel to meet deadlines and goals’; A self starter- Ability to Multi Task; Able to work Independently with little or no supervision; Highly Motivated; and able to travel (within city).
LANGUAGE SKILLS
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.
MATHEMATICAL SKILLS
Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
REASONING ABILITY
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
COMPUTER AND OFFICE EQUIPMENT SKILLS
Working knowledge of Microsoft Applications, i.e., Email software (ex. MS Outlook), Word processing software (ex. MS Word), Spreadsheet software (ex. MS Excel), Internet browsing software (ex. MS Explorer), and 10-key calculator, Copier/Scanner, and Facsimile machine.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.
Qualifications
Education
Required
High School or better.
Experience
Required
3 years: three plus years of experience in Banking and/or a Lending Assistant roles, or at least three years loan Operations experience
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If you were eligible to this vacancy, please give us your resume, with salary requirements and a resume to IBERIABANK.
Interested on this vacancy, just click on the Apply button, you will be redirected to the official website
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This vacancy will be opened on: Sat, 27 Jan 2018 08:16:32 GMT