Client Relationship Specialist at American Bank

 At American Bank, we’re focused on building personal and meaningful relationships with our clients, delighting them with our service, and providing a full range of forward-thinking products and solutions built around their specific goals.

We’re growing and we need talented, smart, and dedicated professionals to help us continue expanding. If you’re interested in forming lasting client relationships and working with the best bankers in the Lone Star State, let’s talk.  

As the Client Relationship Specialist, you will be supporting our commercial lending officers by coordinating and managing all facets of the lending process.

Essential Duties & Responsibilities

• Delivers the highest level of service and support to internal partners and external clients
• Help gather financial and legal information necessary to underwrite loan requests prepare and review loan reports and internal documentation
• Help prepare loan memos for circulation to bank officers
• Gather, organize and help maintain the financial and legal documentation necessary to ensure the bank is in strict compliance with bank regulations.  
• Coordinate with law offices, title companies, appraisers and surveyors to gather and organize the documents needed to close loan transactions.   
• Properly authenticate customer identity and authorization to act on behalf of the account
• Review work for accuracy and completeness, assist others in resolving issues, approve transactions within authority levels, and trains others in department operations
• Provide support to all assigned areas of the department where service or assistance is needed; act as backup for loan department positions and functions
• Assist loan officers in managing loan pipeline by requesting/gathering information and clearing loan exceptions
• Coordinate the signing of documents with clients, funding of loan, or any other assistance
• Manage and set up forms and agreements for loan payments
• Ensure accuracy and proper use of tracking for key information such as Flood Insurance, Property Tax Insurance, UCCs, etc.
• Maintain an active knowledge base of the bank’s loan products and an understanding of the qualifications required
• Performs official notary services as required
• Follows policies and procedures; completes administrative tasks correctly and on time; supports the bank’s goals and values
• Performs other duties and special projects as assigned

Qualifications

• Superior service skills
• Strong attention to detail
• Excellent written, verbal, and interpersonal communication skills
• Ability to manage multiple files or tasks at a time and in different stages
• Experience with loan banking systems including CRM (customer relationship management tool)
• Ability to meet deadlines and follow directions in a timely, accurate and confidential manner
• Ability to work independently and collaboratively as needed
• Proficient typing and PC skills with word processing and spreadsheet applications
• Knowledge of loan documentation
• Intermediate knowledge of related state and federal banking compliance regulations, and other bank operational policies
• Intermediate experience, knowledge and training in branch operation activities, terminology and products and services relating to retail and commercial accounts

Experience Required

• Three years of experience working in the banking environment with two years of experience working with loan documentation
  1. Pay Grade 8:   1-5 years’ experience
  2. Pay Grade 9:   5+ experience with at expectation or above performance

Education

• High school graduate or equivalent required
• College level business or related banking courses preferred.  Bachelor’s degree preferred but not required.