Client Services Professional, Commercial Lending
BC Forward

Job Info

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Client Services Professional, Commercial Lending

Job Title: Client Services Professional, Commercial Lending

Location: Charlotte, NC 28209

Duration: 3-6 months contract (Possible extension or Conversion)]

Rate: $ 34.00/ hr on W2

Description:

JOB DESCRIPTION

• If you are a collaborative team member, solutions orientated and delivers premier client service, is the place for you! responsible for maintaining, deepening and enriching client relationships.
• You will serve as the primary point of contact for all service related needs Provide exceptional client service and flawless execution on resolve client requests trusted member of the client's team and deeply connected to deliver the growth and success for an assigned portfolio.
• In this role, you will serve as the primary point of contact for each client assigned to your portfolio build strong relationships and provide a level of service that customers have learned to expect.
• Provide deal origination and execution support to Commercial and Corporate Investment bank deal teams.
• Read and interpret complex credit documentation, determine operational feasibility, provide feedback and recommendations as warranted.
• Responsible for accurate and timely set up of all agency-related systems
• Work with various members of the deal team included but not limited to attorneys, customers and investors to ensure a smooth closing
• Provide feedback to deal structuring team on operational market trends and any preferred deal structure
• Initiate loan funding activity; manage the funding process with Corporate Treasury, syndicate lenders, etc.
• Calculation and tracking of complex interest and fee accruals at various rate levels across changing lender distributions
• Ensure the accounting team obtains all data necessary for proper accounting of the fees
• Confirm all conditions precedent have been met and compliance items meet the established banking guidelines
• Demonstrating accurate and timely completion of customer service and research in accordance with the credit agreement
• Minimizing credit and business risk through awareness of procedure, compliance, and bank policy
• Initiate initial funding on new deals and restructurings; manage the funding process with Corporate Treasury, syndicate lenders, etc.
• Process system changes for pricing related changes, documented loan amendments and modifications
• Manage pipeline of assigned closing transaction
• Examines, analyzes and interprets accounting records to prepare statements and/or advise management. Ability to mentor junior members of team as needed.

Job Responsibilities

• delivering solutions and upholding standards and operating principles
• Develop long term client relationships
• Proactively work to determine service improvements and solicit client input and feedback to drive client satisfaction
• Conduct annual relationship reviews with clients to identify potential customer-level fraud exposure and recommend appropriate products to mitigate risk or provide other efficiencies
• Proactively discuss client trends/issues with internal partners to further customize solutions for clients

Interested candidates please send resume in Word format Please reference job code 231318 when responding to this ad.

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Job Snapshot

Employee Type
Contractor

Location
Charlotte, NC (Onsite)

Job Type
Automotive, Banking, Business Development

Experience
Not Specified

Date Posted
11/11/2024

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