Apply on Employer Site

YourCNB · 1 day ago

Relationship Banking Group Assistant

Meridian, MS

Full-time

Onsite

Entry Level

2+ years exp

YourCNB is a financial institution seeking a Relationship Banking Group Assistant (RBGA) to support Relationship Bankers in managing loan processes and customer interactions. The RBGA will assist with loan requests, closing processes, and provide customer service to both clients and internal departments.

BankingFinancial ServicesMobile

Responsibilities

Assists the RBs with new loan requests, loan renewals and annual reviews

Assists RBs with the loan closing process

Completes closed loan packages for submission to loan operations and checks for required documentation

Ensures all loan documentation is current and loaded correctly according to the approved terms

Ensures lien perfecting documents are executed and recorded

Assists the RBs with, including but not limited to, portfolio management, working the maturing loan report and the collateral and financial statement exception reports

Provides customer service to outside sources including attorneys, accountants and insurance companies through electronic means and oral communication

Provides customer service to RBs by helping manage their loan portfolio so they can meet sales obligations outside the Bank

Effectively communicates with internal customers and internal banking areas including upper approving authorities such as the Senior RB, Regional Senior Credit Officer, Chief Credit Officer and other Executives