Commercial Servicing Officer jobs in United States
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Bank of Hope · 1 hour ago

Commercial Servicing Officer

Bank of Hope is seeking a Commercial Servicing Officer to manage the service journey for a portfolio of Commercial Banking clients. The role involves enhancing service delivery, responding to client inquiries, and ensuring compliance with banking regulations.

BankingFinancial ServicesInsuranceVenture Capital

Responsibilities

Responsible for the end-to-end service journey for a portfolio of Commercial Banking clients
Work with the Commercial Servicing team and key support partners to enhance overall service delivery, making suggestions and modifications to the process where appropriate
Provides direct support to a book of clients based on market needs
Respond to all service inquiries from clients, Relationship Managers on behalf of clients or other colleagues at the bank
Assist with providing guidance and troubleshooting treasury management products in support of the service experience for clients
Maintain high levels of quality, leveraging controls and procedures for commercial banking services, potentially including loan and deposit services for clients
Comply with all policies and procedures related to client service activities, reinforcing processes and controls to ensure compliance
Responsible for the application of the know-your-customer process for Commercial Banking, including work with Enterprise Risk to ensure compliance with BSA/AML requirements and regulations
Active participation in onboarding and KYC activities for clients in portfolio including refresh
Work with Relationship Managers to bring full complement of Commercial Banking services to their clients
Reinforce a work environment centered on continuous improvement and service excellence in support of Commercial Banking clients

Qualification

Commercial banking experienceCredit analysisRisk managementLoan portfolio managementFinancial analysisStrategic planningBanking regulationsCommercial loan productsMS 365 proficiencyCRM knowledgeLeadership skillsTeam managementCommunication skillsInterpersonal abilitiesRelationship building

Required

Minimum Education Level: Bachelor's Degree (preferably in Finance, Business or Economics)
4+ years experience in commercial banking
Experience with credit analysis, risk management, and loan portfolio management
Proven track record in leadership roles within banking, preferably at a regional level
Must be able to work independently, a motivated and self-directed leader capable of managing a team of professionals
Strong leadership and team management skills
Excellent communication and interpersonal abilities
Proficiency in financial analysis and strategic planning
Ability to build and maintain relationships with clients and stakeholders
Proficient in MS 365 products
Knowledge of standard banking systems, CRM
Banking regulations and compliance standards
Commercial loan products

Preferred

MBA or advanced degree preferred

Benefits

Bonus
Benefits

Company

Bank of Hope

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Bank of Hope is a banking institution with offices across the US.

Funding

Current Stage
Late Stage

Leadership Team

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Dennis Schreyer
Senior Vice President, Corporate Banking Group, Head of Middle Market Loan Syndications
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Company data provided by crunchbase