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Univest · 1 day ago

Relationship Administrator Team Leader

Lancaster, PA

Full-time

Onsite

Mid, Senior Level

$56K/yr - $96K/yr

3+ years exp

Univest is seeking a passionate leader for their Commercial Lending Support Team. In this role, you will mentor and guide support staff while providing expert commercial lending process support and exceptional client management, ensuring adherence to bank policies and fostering strong relationships with clients.

BankingFinanceFinancial Services

Responsibilities

Supervisory responsibilities of a team consisting of support staff roles. Responsible for coaching and guiding staff to carry out the plans and procedures consistent with Bank policies, including compliance with laws and regulations. Conduct timely performance evaluations

Establish operational relationship with designated clients to handle routine daily operational issues and client requests

Deposit and Loan Account Support, including NSF/Overdraft management and processing transfers and loan payments

Assist in gathering documentation needed from customers to open accounts

Facilitate Account / Loan Maintenance, including but not limited to account closures, change of address, signers, and contact information

Retrieve and send account statements to customers

Facilitate wire requests and cashier check requests

Contact customer with check issues from Item Operations, including but not limited to approval over amount, chargebacks, irregular signature, and stop payments

Collaborate with Relationship Managers and Portfolio Managers in sending out financial statement letters, if needed

Scan and track financial information, loan documentation, and other miscellaneous information in the Bank’s systems

Create miscellaneous written forms of communication, including but not limited to account verification and appraisal fee letters

Provide support to the loan origination process, such as ordering, reviewing, and saving all necessary due diligence searches, including but not limited to real estate searches, lien searches, credit reports, background checks, and OFAC reports

Provide support to the commercial loan process by ordering appraisal and environmental reports

Prepare the approval package using a Loan Origination System in collaboration with the Relationship Manager to outline the structure, terms, and conditions of the loan facility for new loan origination and renewals/modifications of existing loans

Provide support to the loan closing process, such as determining pre-close items required for loan settlement. This may include, but not be limited to obtaining insurance documentation, communicating directly with title companies, and being responsible for review and final approval of loan coding

Assist in ordering and reviewing loan documentation, scheduling loan settlements, and notarizing loan documents, when needed

Provide post-closing support through scanning executed loan documentation, sending the loan for booking, processing, and submitting payments for loan fees and Attorney Invoices and converting files into the permanent electronic imaging system

Retrieve and distribute monthly reporting including but not limited to delinquencies, maturing loans, annual reviews, insurance, and exception reporting

Collaborate with Relationship Managers and Portfolio Managers in clearing exceptions

Collaborate with Collateral Review Team to facilitate construction loan advance requests

Provide support to Commercial Lending Team for Audit Preparation

Prepare and provide Reg B adverse action notices, when required

Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct

Perform additional duties as required

Qualification

Commercial lending knowledgeCustomer service focusLeadershipMicrosoft OfficeSalesforce experienceSelf-managementCommunication skillsDetail-oriented

Required

Excellent interpersonal and communication skills

Ability to communicate in a professional manner through verbal, nonverbal, and written communication

Engage with both internal and external customers by establishing trust, confidence, and making connections

Maintain strong organization and effective time-management to handle multiple priorities at any given time

Focus on small details when completing tasks in a timely manner

Establish and maintain a routine schedule to remain productive throughout the day

Deliver exceptional service while striving to meet the financial needs of the customers

Demonstrate a positive and helpful attitude when interacting with customers

Listen generously to concerns or issues

Resolve customers' questions and concerns in a timely fashion

Maintain composure in high-pressure situations

Ability to handle most problems/exceptions in an independent manner

Exude a professional attitude and willingness to be collaborative

Ability to align goals for performance with the vision of the organization and monitor productivity

Develop employees through coaching using positive and constructive feedback

Conduct timely performance evaluations

High School Diploma or GED Required, and/or equivalent experience in related area

Software Proficiency: Microsoft Teams or equivalent, Video Conferencing, Microsoft Office, specifically Word, Excel, Outlook, OneNote, PowerPoint and SharePoint