Mission Bank · 2 months ago
Relationship Associate (Level II - III)
Ventura, CA
Full-time
Onsite
Mid, Senior Level
$73K/yr - $83K/yr
3+ years expMission Bank is seeking a Relationship Associate to join their Ventura County Business Banking Center. The role involves managing new and existing loan relationships, assisting with financial information gathering, and providing superior customer service while addressing moderately complex customer issues.
BankingFinanceFinancial Services
Responsibilities
Promptly respond to all loan related customer service requests either via phone, in person or via email
Set up credit files and ensure accuracy and completeness of information included in said files. All necessary financial, organizational/monitoring information (Articles of Incorporation, insurance etc.), and document checklists are on file prior to sending a loan for documentation
Pull property profiles using the title company website
Order preliminary title report from Title Company of Relationship Manager's choice and open escrow as needed
Order loan documents in conjunction with the approval and follow up with Note Department for timely completeness and accuracy
Ensuring error free document signing, collecting fees (when applicable), and verifying existence and collection of any past due interest or payments outstanding (typically on renewed or extended lines of credit that have already matured)
Return signed loan docs to Note Department and send Deed of Trust for recording (if applicable)
Follow with Relationship Manager for Lender's Instructions to Title Co
Follow up and obtain recording information and forward to Note Department
Provide the Relationship Manager with a 90-day maturity report and a trial balance on the 5th of each month
Work with Note Department and Relationship Manager to set-up tickler and maintain accurate tickler reports of all required loan conditions/covenants
Scan loan files into system and create CIF numbers
Provide notary services and assist with document signing
Advanced knowledge and expertise in title insurance and endorsements
Sign on behalf of the Bank for escrow instructions
Learns and masters ability to underwrite extensions using Interim Credit Authorizations
Proactively contact borrowers to insure timely receipt of loan payments or financial data for renewals or covenant monitoring
Opens new Demand Deposit accounts for loan customers
Initial loan documents with customers take out
Established signing/approval authorities for Loan advances and payments
Work with RM on clearing any tickler/covenant exceptions
Prepare for RM's review and approval instructions to title company
All other duties as assigned
Promptly respond to all loan related customer service requests either via phone, in person or via email
Set up credit files and ensure accuracy and completeness of information included in said files. All necessary financial, organizational/monitoring information (Articles of Incorporation, insurance etc.), and document checklists are on file prior to sending a loan for documentation
Pull property profiles using the title company website
Order preliminary title report from Title Company of Relationship Manager's choice and open escrow as needed
Order loan documents in conjunction with the approval and follow up with Note Department for timely completeness and accuracy
Ensuring error free document signing, collecting fees (when applicable), and verifying existence and collection of any past due interest or payments outstanding (typically on renewed or extended lines of credit that have already matured)
Expert knowledge in title insurance and endorsements
Return signed loan docs to Note Department and send Deed of Trust for recording (if applicable)
Follow with Relationship Manager for Lender's Instructions to Title Co
Prepare lenders instructions to title company
Sign on behalf of the Bank for escrow instructions
Follow up and obtain recording information and forward to Note Department
Provide the Relationship Manager with a 90-day maturity report and a trial balance on the 5th of each month
Work with Note Department and Relationship Manager to set-up tickler and maintain accurate tickler reports of all required loan conditions/covenants
Scan loan files into system and create CIF
Provide notary services and assist with document signing
Spread financial information using nCino spreading system
Learns and masters ability to underwrite extensions and other Interim Credit Authorizations
Assist Relationship Manager and Credit Analyst in the preparation of Credit Authorizations
Proactively contact borrowers to ensure timely receipt of loan payments or financial data for renewals or covenant monitoring
All other duties as assigned
Qualification
Required
At least 3 years banking relationship support experience
Effective oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees
Ability to deal with problems involving multiple facets and variables in non-standardized situations
Basic knowledge of related state and federal banking compliance regulations, and other Bank operational policies
Basic understanding of financial statements and tax returns
Benefits
Competitive Medical Insurance (PPO&HMO)
Dental Insurance
Vision Insurance
Life Insurance
Short-term and Long-term Disability
401k Retirement Plan
Vacation Hours
Sick Time
11 Paid Holidays Per Year!
Company
Mission Bank
Mission Bank is a commercial bank that specializes in agriculture loans, commercial loans, and SBA loans.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$22M2021-04-14Debt Financing· $12M
2020-05-18Debt Financing· $10M
Leadership Team
A.J. Antongiovanni
President & Chief Executive Officer
Jason C.
Chief Operating Officer and Chief Financial Officer
Recent News
2026-01-13
2025-10-28
MarketScreener
2025-07-31
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