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Hybrid Commercial Relationship Assistant I bei None

None · Lewistown, Vereinigte Staaten Von Amerika · Hybrid

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We’re looking for a proactive and detail-oriented Commercial Relationship Assistant I to join our team supporting the Mifflin and Juniata region. In this key support role, you’ll assist Commercial Relationship Managers with a wide range of administrative and portfolio management duties. From preparing loan documentation to handling customer inquiries, your strong communication skills, attention to detail, and problem-solving mindset will help ensure a seamless banking experience for our clients.

Portfolio and Loan Administration

  • Support Commercial Relationship Managers with day-to-day portfolio management, including loan documentation, customer inquiries, and account maintenance.
  • Coordinate the preparation, review, and processing of commercial loan documents and supporting materials such as credit reports, flood certifications, and UCC filings.
  • Monitor and track loan activity, including financial reporting, covenant compliance, and expiring credit lines.
  • Assist with risk rating assessments and pipeline updates.
  • Maintain accurate loan records by organizing, scanning, and reviewing post-settlement documentation.

Client Service and Relationship Management

  • Serve as a primary point of contact for business clients, responding to inquiries and providing appropriate product recommendations.
  • Participate in customer service and sales activities, including joint client calls and cross-selling of bank products and services.
  • Collaborate across departments to ensure timely issue resolution and a high-quality client experience.

Transaction Processing

  • Handle customer transactions such as wire transfers, disbursements, account transfers, and loan payments.

Compliance and Operational Support

  • Ensure compliance with all internal policies, procedures, and applicable banking regulations.
  • Perform other duties as assigned to support department goals and operations.

Qualifications:

  • Minimum 2 years of experience in a lending-related role, such as banking, credit, or legal documentation.
  • Associate’s degree preferred.
  • Strong written and verbal communication skills.
  • Proficiency in Microsoft Office Suite.
  • Excellent time management, organizational, and follow-up abilities.
  • Demonstrated problem-solving skills and attention to detail.
  • Ability to thrive in a collaborative team environment.
  • May be required to obtain a Notary Public commission.

Physical Requirements:

  • Primarily office-based with moderate standing, walking, bending, and lifting (10–20 lbs occasionally).
  • Reasonable accommodations can be provided to support individuals with disabilities.

Qualifications

  • Minimum 2 years' prior experience in a lending-related role, documentation capacity preferred (such as banking, legal, or credit functions); Associate degree preferred
  • Excellent oral & written communications and mathematics skills
  • Excellent time management skills allowing for efficient handling of multiple demands and completing priorities
  • Superior follow-up and problem-solving skills
  • Ability to work well under pressure to achieve results and to work effectively in a team environment
  • Proficient in Microsoft Office Suite applications

Benefits 

  • Competitive Compensation 
  • Competitive Medical, Dental, & Vision Coverage 
  • 401(k) with Company Match 
  • Company-Paid Life Insurance 
  • Employee Discounts on Loans, Insurance, & other Kish Services 
  • Generous Paid Time Off (PTO) 
  • Volunteer Time Off (VTO) 
  • Paid Holidays 
  • Telemedicine 
  • Wellness Rewards Programs 
  • Education Assistance Programs 
  • Tuition Reimbursement 
  • New Hire Training 
  • Career Development 

Kish is an Equal Opportunity Employer/Affirmative Action Employer Minorities/Females/Disabled/Veterans. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.


Jetzt bewerben

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