Commercial Banking Client Representative 2 jobs in United States
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U.S. Bank · 1 month ago

Commercial Banking Client Representative 2

U.S. Bank is on a journey to help customers and businesses make better financial decisions. The Commercial Banking Client Representative (CBCR) manages collateral processes and provides exceptional customer service for Mortgage Warehouse customers, ensuring smooth financial transactions and accurate data entry.

BankingFinancial ServicesInsuranceMortgageWealth Management

Responsibilities

Serve as the primary point of contact for customers, providing exceptional service for day-to-day processes
Accept, review, verify, and process collateral packages to secure warehouse lines of credit
Accurately enter collateral data into the tracking system, file new collateral, retrieve and ship collateral to investors, and maintain organized records
Process advance and paydown requests on warehouse lines of credit, review and release wires for loan closings, and handle incoming wires from investors
Balance all activity, review and research discrepancies, and clear exceptions to ensure smooth operations and compliance

Qualification

Customer serviceFinancial services experienceMicrosoft OfficeAccounting knowledgeWarehouse lending experienceProblem resolution skillsCommunication skillsInterpersonal skills

Required

High school diploma or equivalent
Two to four years of experience in financial services industry

Preferred

Excellent verbal, written, and interpersonal communication skills
Excellent customer service and problem resolution skills
Proficient computer skills, especially Microsoft Office applications
Experience with department-specific systems
Thorough knowledge of departmental and bank products and services
Basic accounting knowledge
Previous experience with warehouse lending

Benefits

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Company

U.S. Bank

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At U.S.

Funding

Current Stage
Public Company
Total Funding
$991M
Key Investors
U.S. Department of the TreasuryMitsubishi UFJ Financial Group
2023-09-29Post Ipo Debt· $55M
2023-08-03Post Ipo Debt· $936M
1978-01-13IPO

Leadership Team

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John C Stern
CFO
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Shruti Patel
Executive Vice President & GM, CPO- Business Banking segment
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Company data provided by crunchbase