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Atlantic Union Bank · 1 day ago

Mgr-Commercial Support (HYBRID--Reston VA)

Reston, Virginia, United States

Full-time

Hybrid

Mid, Senior Level

7+ years exp

Atlantic Union Bank is a financial institution seeking a Commercial Support Manager to lead a team of Relationship Specialists. The Manager will be responsible for hiring, training, and ensuring compliance with banking regulations while managing client requests and facilitating loan and deposit operations.

BankingFinancial ServicesWealth Management

Growth Opportunities

Responsibilities

Hires, onboards, manages, trains, coaches, mentors, and develops new and existing Wholesale Relationship Specialists and promotes a team environment to achieve proper accountability of direct reports

Coordinates and prioritizes the Relationship Specialists’ pipeline assignments to include internal and external loan closings, documentation preparation and review, deposit account opening, and/or administration of acquisition, development, and construction loans. Redirects, handles, and balances surplus workload as needed

Manages and responds to daily incoming client requests, inquiries, and escalated issues in a timely and professional manner. Performs necessary research and maintenance, troubleshoots, and provides or facilitates solutions to more complex customer issues. If applicable, logs and resolves customer complaints and dissatisfactions in accordance with Bank policies and procedures

Works proactively to identify potential problems and/or compliance concerns to maximize customer satisfaction and encourage relationship expansion

Extracts, formats, organizes, and distributes departmental reports to assist with portfolio management. Performs necessary data validation and analysis of team metrics, identifies and manages related coaching opportunities, and delivers timely and accurate management reporting

Executes and adheres to all federal and state regulations governing bank operations including BSA/AML requirements, as well as the Bank’s loan and deposit origination, documentation, and administration policies and procedures. Exercises discretion and ensures confidentiality of all customary and proprietary materials and data

Serves as final reviewer and approver of customized/complex loan packages and validates all components comply with the loan approval terms

Confirms Relationship Specialists complete detailed due diligence in accordance with associated regulatory requirements and bank policies and procedures to ensure quality account documentation and prevent exceptions

Approves large departmental wires and cashier’s checks

Participates in projects and initiatives and assists with maintaining, updating, and creating procedures; creates common knowledge and consistent practices within teams

Serves as a backup to all Wholesale Relationship Specialists

Maintains superior working knowledge of the Bank’s Treasury Management products and services as they relate to receivables, payables, fraud prevention, and liquidity to be a subject matter expert for all Wholesale Relationship Specialists

Maintains superior working knowledge of construction and/or development loans

Maintains exceptional working knowledge of specialized loans, including but not limited to modified builder lines, construction and/or development loans, low-income housing tax credit loans (LIHTC), asset-based loans, SWAPs, participations, syndications, loans to government contractors, and loans to government entities

Prevents, manages, and facilitates clearing of exceptions associated with loan and deposit accounts

Maintains data integrity for the CRM and other critical bank systems by facilitating accurate source system account assignments

Retains advanced working knowledge of deposit account products and services and may assist Relationship Specialists with account opening, maintenance, servicing, troubleshooting, and quality assurance/quality control activities

Acts as a subject matter expert for all responsibilities performed by Relationship Specialists

Completes all individually assigned training and confirms direct reports complete assigned training, including but not limited to compliance training, on or before the due date

This role provides opportunities to begin assisting with financial statement interpretation, industry trend identification, risk rating analysis, as well as the introduction to entry level commercial underwriting concepts

Promotes an environment that supports diversity, equity, inclusion, and belonging and reflects the Atlantic Union Bank brand and culture

Performs other duties as assigned

Qualification

Commercial banking experienceLoan documentation expertiseCustomer service proficiencyManagement experienceAnalytical skillsMicrosoft 365 SuiteInterpersonal communicationTime managementDetail orientedAdaptabilityTeamwork

Required

High school diploma or equivalent required

Seven plus years commercial or retail banking or industry related experience required

Three plus years of commercial and/or commercial real estate loan and deposit experience required

Exceptional customer service and problem-solving proficiency

Superior time management

Excellent written, oral, and interpersonal communication

Very organized, detail oriented, and quality focused

Expert proficiency in reading and interpreting title policies and understanding of Real Estate Collateral, master title policies, and master deeds of trust

Ability to prioritize and manage multiple priorities

Flexible, able to adapt to change

Ability to work independently as well as within a team environment

Exemplary analytical skills

First-rate computer skills relevant to the Microsoft 365 Suite

Expert proficiency in commercial loan documentation, including specialized loans

Advanced working knowledge of business deposit accounts

Extensive and strong working knowledge of banking software programs

Preferred

Undergraduate degree in business or finance preferred

Management and mentorship experience preferred

Experience with Construction Management software, bank loan documentation software, loan origination software, customer relationship management programs, Core bank applications, and Q2-online banking platform preferred